Shelton Capital Management U.S. Government Securities Fund (CAUSX) Alternatives
Shelton Capital Management U.S. Government Securities Fund (CAUSX) belongs to the Government Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CAUSX
CAUSX charges 0.75% annually. Among mutual funds in the Government Bonds category, these options have the lowest expense ratios among CAUSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | Mar 16, 2009 | CAUSX vs GUSTX | |
| Fidelity SAI Long-Term Treasury Bond Index Fund | 0.03% | Oct 8, 2015 | CAUSX vs FBLTX | |
| Fidelity SAI U.S. Treasury Bond Index Fund | 0.03% | Mar 1, 2016 | CAUSX vs FUTBX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | CAUSX vs FUAMX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | Dec 20, 2005 | CAUSX vs FNBGX |
Best Risk-Adjusted Alternatives to CAUSX
Among mutual funds in the Government Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | 100 | Mar 16, 2009 | CAUSX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | 99 | Dec 2, 1985 | CAUSX vs FEUGX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 97 | Aug 23, 2010 | CAUSX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 97 | Dec 28, 2009 | CAUSX vs VSBSX | |
| Integrity Short Term Government Fund | 96 | Jun 29, 2011 | CAUSX vs MDSIX |
Top Performing CAUSX Alternatives (YTD)
CAUSX alternatives from the Government Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 0.90% | Dec 2, 1985 | CAUSX vs FEUGX | |
| DFA Short-Term Government Portfolio | 0.87% | May 31, 1987 | CAUSX vs DFFGX | |
| T. Rowe Price GNMA Fund | 0.62% | Nov 25, 1985 | CAUSX vs PRGMX | |
| GMO U.S. Treasury Fund | 0.51% | Mar 16, 2009 | CAUSX vs GUSTX | |
| Thornburg Limited Term U.S. Government Fund | 0.37% | Nov 15, 1987 | CAUSX vs LTUSX |
Lowest Volatility Alternatives to CAUSX
CAUSX alternatives from the Government Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | 1.27% | Mar 16, 2009 | CAUSX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.42% | Aug 23, 2010 | CAUSX vs VSBIX | |
| DFA Short-Term Government Portfolio | 1.43% | May 31, 1987 | CAUSX vs DFFGX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.44% | Dec 28, 2009 | CAUSX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.56% | Dec 2, 1985 | CAUSX vs FEUGX |
Lowest Drawdown Alternatives to CAUSX
CAUSX alternatives from the Government Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | Mar 16, 2009 | CAUSX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | -0.53% | Dec 2, 1985 | CAUSX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | Nov 30, 1994 | CAUSX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | Aug 23, 2010 | CAUSX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | -0.84% | Dec 28, 2009 | CAUSX vs VSBSX |
Other Mutual Funds from Shelton Capital Management
Most popular Shelton Capital Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Equity Income Fund | Derivative Income | 19 | -5.55% | Sep 3, 1996 | CAUSX vs EQTIX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 55 | 1.32% | Mar 12, 2013 | CAUSX vs NEXTX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 56 | -1.26% | Dec 11, 2013 | CAUSX vs DEBTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 69 | -1.34% | Dec 19, 2008 | CAUSX vs SISEX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 81 | 1.25% | Mar 19, 1997 | CAUSX vs EMSQX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 30 | -0.84% | Dec 3, 1985 | CAUSX vs CFNTX |
Often Compared With CAUSX
What investors most often compare with CAUSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | CAUSX vs QQQ | |
| Fidelity Short-Term Treasury Bond Index Fund | Government Bonds | 88 | -0.20% | Dec 20, 2005 | CAUSX vs FUMBX | |
| Goldman Sachs Government Income Fund | Government Bonds | — | — | Feb 9, 1993 | CAUSX vs GSGOX |
Compare CAUSX with Any Fund or Stock
Compare CAUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.