CFNTX vs. EQTIX
Compare and contrast key facts about Green California Tax-Free Income Fund (CFNTX) and Shelton Equity Income Fund (EQTIX).
CFNTX 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
CFNTX vs. EQTIX - Performance Comparison
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CFNTX vs. EQTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFNTX Green California Tax-Free Income Fund | -0.84% | 2.54% | 1.13% | 7.39% | -6.28% | -0.04% | 3.22% | 5.39% | 0.96% | 3.35% |
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, CFNTX achieves a -0.84% return, which is significantly higher than EQTIX's -5.55% return. Over the past 10 years, CFNTX has underperformed EQTIX with an annualized return of 1.44%, while EQTIX has yielded a comparatively higher 8.25% annualized return.
CFNTX
- 1D
- 0.29%
- 1M
- -2.42%
- YTD
- -0.84%
- 6M
- 0.15%
- 1Y
- 2.73%
- 3Y*
- 2.75%
- 5Y*
- 0.83%
- 10Y*
- 1.44%
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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CFNTX vs. EQTIX - Expense Ratio Comparison
CFNTX has a 0.76% expense ratio, which is higher than EQTIX's 0.72% expense ratio.
Return for Risk
CFNTX vs. EQTIX — Risk / Return Rank
CFNTX
EQTIX
CFNTX vs. EQTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Green California Tax-Free Income Fund (CFNTX) 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.
| CFNTX | EQTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.47 | +0.27 |
Sortino ratioReturn per unit of downside risk | 0.96 | 0.77 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.11 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.50 | +0.24 |
Martin ratioReturn relative to average drawdown | 2.44 | 2.43 | +0.01 |
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
| CFNTX | EQTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.47 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.58 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.58 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.44 | +0.69 |
Correlation
The correlation between CFNTX and EQTIX is -0.07. 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
CFNTX vs. EQTIX - Dividend Comparison
CFNTX's dividend yield for the trailing twelve months is around 2.51%, less than EQTIX's 7.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFNTX Green California Tax-Free Income Fund | 2.51% | 2.38% | 2.64% | 5.32% | 2.05% | 1.95% | 1.79% | 2.53% | 2.27% | 2.52% | 3.03% | 2.40% |
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
CFNTX vs. EQTIX - Drawdown Comparison
The maximum CFNTX drawdown since its inception was -16.08%, smaller than the maximum EQTIX drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for CFNTX and EQTIX.
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Drawdown Indicators
| CFNTX | EQTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.08% | -53.77% | +37.69% |
Max Drawdown (1Y)Largest decline over 1 year | -4.16% | -10.43% | +6.27% |
Max Drawdown (5Y)Largest decline over 5 years | -9.99% | -19.03% | +9.04% |
Max Drawdown (10Y)Largest decline over 10 years | -9.99% | -29.85% | +19.86% |
Current DrawdownCurrent decline from peak | -2.42% | -7.10% | +4.68% |
Average DrawdownAverage peak-to-trough decline | -2.10% | -7.21% | +5.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 2.14% | -0.88% |
Volatility
CFNTX vs. EQTIX - Volatility Comparison
The current volatility for Green California Tax-Free Income Fund (CFNTX) is 1.17%, while Shelton Equity Income Fund (EQTIX) has a volatility of 3.45%. This indicates that CFNTX 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
| CFNTX | EQTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 3.45% | -2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 1.56% | 7.52% | -5.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.94% | 14.74% | -10.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.20% | 13.12% | -9.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.15% | 14.31% | -11.16% |