Shelton Tactical Credit Fund (DEBTX) Alternatives
Shelton Tactical Credit Fund (DEBTX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DEBTX. 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 DEBTX
DEBTX charges 1.97% annually. Among mutual funds in the Nontraditional Bonds category, these options have the lowest expense ratios among DEBTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | Oct 2, 2011 | DEBTX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | Apr 6, 2015 | DEBTX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | Sep 28, 2011 | DEBTX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | Dec 30, 2018 | DEBTX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | Jan 29, 2009 | DEBTX vs PUTIX |
Best Risk-Adjusted Alternatives to DEBTX
Among mutual funds in the Nontraditional 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 | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | Jan 27, 2023 | DEBTX vs CBYYX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | Jun 26, 2007 | DEBTX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | Mar 30, 2022 | DEBTX vs APFPX | |
| PGIM Securitized Credit Fund | 99 | Jun 30, 2019 | DEBTX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 99 | Aug 30, 2010 | DEBTX vs EGRIX |
Top Performing DEBTX Alternatives (YTD)
DEBTX alternatives from the Nontraditional Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Artisan Global Unconstrained Fund | 3.93% | Mar 30, 2022 | DEBTX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.42% | Aug 30, 2010 | DEBTX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 2.63% | Apr 6, 2015 | DEBTX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 2.31% | Jun 26, 2007 | DEBTX vs EIGMX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | DEBTX vs CBYYX |
Lowest Volatility Alternatives to DEBTX
DEBTX alternatives from the Nontraditional Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | DEBTX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.44% | Apr 6, 2014 | DEBTX vs DFLEX | |
| Dunham Long/Short Credit Fund | 1.49% | Dec 9, 2004 | DEBTX vs DCAIX | |
| Anfield Universal Fixed Income Fund | 1.57% | Jun 27, 2013 | DEBTX vs AFLIX | |
| PGIM Securitized Credit Fund | 1.65% | Jun 30, 2019 | DEBTX vs SCFZX |
Lowest Drawdown Alternatives to DEBTX
DEBTX alternatives from the Nontraditional Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.18% | Jan 27, 2023 | DEBTX vs CBYYX | |
| Dunham Long/Short Credit Fund | -0.84% | Dec 9, 2004 | DEBTX vs DCAIX | |
| PGIM Absolute Return Bond Fund | -0.87% | Mar 29, 2011 | DEBTX vs PADZX | |
| Toews Unconstrained Income Fund | -0.87% | Aug 27, 2013 | DEBTX vs TUIFX | |
| PGIM Securitized Credit Fund | -0.93% | Jun 30, 2019 | DEBTX vs SCFZX |
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 | 21 | -5.60% | Sep 3, 1996 | DEBTX vs EQTIX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 63 | 3.82% | Mar 12, 2013 | DEBTX vs NEXTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 77 | 1.30% | Dec 19, 2008 | DEBTX vs SISEX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 23 | -0.75% | Dec 3, 1985 | DEBTX vs CFNTX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 85 | 3.82% | Mar 19, 1997 | DEBTX vs EMSQX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 13 | -0.46% | Dec 3, 1985 | DEBTX vs CAUSX |
Compare DEBTX with Any Fund or Stock
Compare DEBTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.