CAUSX vs. EQTIX
Compare and contrast key facts about Shelton Capital Management U.S. Government Securities Fund (CAUSX) and Shelton Equity Income Fund (EQTIX).
CAUSX is managed by Shelton Capital Management. It was launched on Dec 3, 1985. EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996.
Performance
CAUSX vs. EQTIX - Performance Comparison
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CAUSX vs. EQTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAUSX Shelton Capital Management U.S. Government Securities Fund | -0.25% | 6.38% | -0.20% | 3.83% | -7.74% | -2.99% | 5.33% | 4.98% | 0.48% | 0.91% |
EQTIX Shelton Equity Income Fund | -5.55% | 8.84% | 17.18% | 17.17% | -10.28% | 23.76% | 6.87% | 17.66% | -10.00% | 13.57% |
Returns By Period
In the year-to-date period, CAUSX achieves a -0.25% return, which is significantly higher than EQTIX's -5.55% return. Over the past 10 years, CAUSX has underperformed EQTIX with an annualized return of 0.77%, while EQTIX has yielded a comparatively higher 8.25% annualized return.
CAUSX
- 1D
- 0.65%
- 1M
- -2.31%
- YTD
- -0.25%
- 6M
- 0.11%
- 1Y
- 2.12%
- 3Y*
- 2.58%
- 5Y*
- 0.21%
- 10Y*
- 0.77%
EQTIX
- 1D
- -0.18%
- 1M
- -5.87%
- YTD
- -5.55%
- 6M
- -3.69%
- 1Y
- 7.87%
- 3Y*
- 10.58%
- 5Y*
- 7.62%
- 10Y*
- 8.25%
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CAUSX vs. EQTIX - Expense Ratio Comparison
CAUSX has a 0.75% expense ratio, which is higher than EQTIX's 0.72% expense ratio.
Return for Risk
CAUSX vs. EQTIX — Risk / Return Rank
CAUSX
EQTIX
CAUSX vs. EQTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management U.S. Government Securities Fund (CAUSX) and Shelton Equity Income Fund (EQTIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CAUSX | EQTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.47 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.05 | 0.77 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.11 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 0.50 | +0.65 |
Martin ratioReturn relative to average drawdown | 2.81 | 2.43 | +0.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAUSX | EQTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.47 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.58 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 0.58 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.44 | +0.29 |
Correlation
The correlation between CAUSX and EQTIX is -0.16. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
CAUSX vs. EQTIX - Dividend Comparison
CAUSX's dividend yield for the trailing twelve months is around 2.87%, less than EQTIX's 7.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAUSX Shelton Capital Management U.S. Government Securities Fund | 2.87% | 4.55% | 3.16% | 3.08% | 1.46% | 1.13% | 1.15% | 1.42% | 1.45% | 1.41% | 1.72% | 1.38% |
EQTIX Shelton Equity Income Fund | 7.23% | 7.62% | 9.51% | 9.25% | 9.83% | 11.98% | 24.62% | 4.89% | 23.96% | 14.65% | 16.02% | 3.33% |
Drawdowns
CAUSX vs. EQTIX - Drawdown Comparison
The maximum CAUSX drawdown since its inception was -14.35%, smaller than the maximum EQTIX drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for CAUSX and EQTIX.
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Drawdown Indicators
| CAUSX | EQTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.35% | -53.77% | +39.42% |
Max Drawdown (1Y)Largest decline over 1 year | -3.85% | -10.43% | +6.58% |
Max Drawdown (5Y)Largest decline over 5 years | -12.17% | -19.03% | +6.86% |
Max Drawdown (10Y)Largest decline over 10 years | -14.35% | -29.85% | +15.50% |
Current DrawdownCurrent decline from peak | -2.75% | -7.10% | +4.35% |
Average DrawdownAverage peak-to-trough decline | -3.20% | -7.21% | +4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.58% | 2.14% | -0.56% |
Volatility
CAUSX vs. EQTIX - Volatility Comparison
The current volatility for Shelton Capital Management U.S. Government Securities Fund (CAUSX) is 1.88%, while Shelton Equity Income Fund (EQTIX) has a volatility of 3.45%. This indicates that CAUSX experiences smaller price fluctuations and is considered to be less risky than EQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAUSX | EQTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.88% | 3.45% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 3.08% | 7.52% | -4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.30% | 14.74% | -9.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.91% | 13.12% | -8.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.04% | 14.31% | -10.27% |