Shelton Tactical Credit Fund (DEBTX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Shelton Tactical Credit Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Shelton Tactical Credit Fund (DEBTX) has returned -1.26% so far this year and 5.55% over the past 12 months. Looking at the last ten years, DEBTX has achieved an annualized return of 24.62%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jan 2, 2015, DEBTX's average daily return is +0.10%, while the average monthly return is +2.23%. At this rate, your investment would double in approximately 2.6 years.

Historically, 62% of months were positive and 38% were negative. The best month was Feb 2019 with a return of +88.8%, while the worst month was Mar 2020 at -15.3%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, DEBTX closed higher 43% of trading days. The best single day was Feb 7, 2019 with a return of +85.8%, while the worst single day was Mar 12, 2020 at -3.5%.

Shelton Tactical Credit Fund has an annualized alpha of 29.51%, beta of 0.05, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 05, 2015.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (92.62%) than losses (31.50%) — typical of diversified or defensive assets.
• Beta of 0.05 may look defensive, but with R² of 0.00 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.00 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

DEBTX has a high expense ratio of 1.97%, indicating above-average management fees.

DEBTX ranks 55 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Shelton Tactical Credit Fund (DEBTX) and compare them to a chosen benchmark (S&P 500 Index).

Shelton Tactical Credit Fund provided a 4.28% dividend yield over the last twelve months, with an annual payout of $0.43 per share.

The table displays the monthly dividend distributions for Shelton Tactical Credit Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Shelton Tactical Credit Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Shelton Tactical Credit Fund was 19.21%, occurring on Apr 2, 2020. Recovery took 163 trading sessions.

The current Shelton Tactical Credit Fund drawdown is 1.74%.

The chart below shows the rolling one-month volatility.