Here you can find all mutual funds issued by Shelton Capital Management and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Shelton Capital Management
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Shelton Capital Management U.S. Government Securit... | Government Bonds | Dec 3, 1985 | 0.75% | -1.43% | 0.37% | 2.81% | ||||||||
Green California Tax-Free Income Fund | Municipal Bonds | Dec 3, 1985 | 0.76% | -0.47% | 1.32% | 2.30% | ||||||||
Shelton Tactical Credit Fund | Nontraditional Bonds | Dec 11, 2013 | 1.97% | 2.10% | 2.16% | 4.75% | ||||||||
Shelton Emerging Markets Fund | Emerging Markets Diversified | Mar 19, 1997 | 1.77% | 6.27% | 5.38% | 9.47% | ||||||||
Shelton Equity Income Fund | Derivative Income | Sep 3, 1996 | 0.72% | 8.28% | 8.99% | 10.00% | ||||||||
Shelton Green Alpha Fund | Mid Cap Growth Equities | Mar 12, 2013 | 1.16% | 1.68% | 9.58% | 0.20% | ||||||||
Shelton International Select Equity Fund | Foreign Large Cap Equities | Dec 19, 2008 | 0.99% | 8.29% | — | 1.69% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years