DEBTX vs. EQTIX
Compare and contrast key facts about Shelton Tactical Credit Fund (DEBTX) and Shelton Equity Income Fund (EQTIX).
DEBTX is managed by Shelton Capital Management. It was launched on Dec 11, 2013. EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996.
Performance
DEBTX vs. EQTIX - Performance Comparison
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DEBTX vs. EQTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DEBTX Shelton Tactical Credit Fund | -2.23% | 6.99% | 5.67% | 4.23% | -7.42% | 6.75% | 5.77% | 613.91% | -1.60% | 3.34% |
EQTIX Shelton Equity Income Fund | -5.60% | 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, DEBTX achieves a -2.23% return, which is significantly higher than EQTIX's -5.60% return. Over the past 10 years, DEBTX has outperformed EQTIX with an annualized return of 24.50%, while EQTIX has yielded a comparatively lower 8.25% annualized return.
DEBTX
- 1D
- -0.98%
- 1M
- -2.33%
- YTD
- -2.23%
- 6M
- -0.70%
- 1Y
- 4.30%
- 3Y*
- 4.70%
- 5Y*
- 1.71%
- 10Y*
- 24.50%
EQTIX
- 1D
- -0.06%
- 1M
- -5.82%
- YTD
- -5.60%
- 6M
- -3.75%
- 1Y
- 7.47%
- 3Y*
- 10.56%
- 5Y*
- 7.40%
- 10Y*
- 8.25%
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DEBTX vs. EQTIX - Expense Ratio Comparison
DEBTX has a 1.97% expense ratio, which is higher than EQTIX's 0.72% expense ratio.
Return for Risk
DEBTX vs. EQTIX — Risk / Return Rank
DEBTX
EQTIX
DEBTX vs. EQTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Tactical Credit Fund (DEBTX) 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.
| DEBTX | EQTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.53 | +0.69 |
Sortino ratioReturn per unit of downside risk | 1.69 | 0.86 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.13 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 0.65 | +0.53 |
Martin ratioReturn relative to average drawdown | 5.10 | 3.10 | +1.99 |
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
| DEBTX | EQTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.53 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.57 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.58 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.44 | +0.05 |
Correlation
The correlation between DEBTX and EQTIX is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DEBTX vs. EQTIX - Dividend Comparison
DEBTX's dividend yield for the trailing twelve months is around 4.32%, less than EQTIX's 7.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEBTX Shelton Tactical Credit Fund | 4.32% | 4.41% | 5.30% | 3.43% | 2.62% | 3.45% | 3.82% | 132.10% | 4.95% | 5.77% | 0.00% | 0.00% |
EQTIX Shelton Equity Income Fund | 7.24% | 7.62% | 9.51% | 9.25% | 9.83% | 11.98% | 24.62% | 4.89% | 23.96% | 14.65% | 16.02% | 3.33% |
Drawdowns
DEBTX vs. EQTIX - Drawdown Comparison
The maximum DEBTX drawdown since its inception was -19.21%, smaller than the maximum EQTIX drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for DEBTX and EQTIX.
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Drawdown Indicators
| DEBTX | EQTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.21% | -53.77% | +34.56% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -10.43% | +7.65% |
Max Drawdown (5Y)Largest decline over 5 years | -12.18% | -19.03% | +6.85% |
Max Drawdown (10Y)Largest decline over 10 years | -19.21% | -29.85% | +10.64% |
Current DrawdownCurrent decline from peak | -2.71% | -7.16% | +4.45% |
Average DrawdownAverage peak-to-trough decline | -2.77% | -7.21% | +4.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 2.19% | -1.55% |
Volatility
DEBTX vs. EQTIX - Volatility Comparison
The current volatility for Shelton Tactical Credit Fund (DEBTX) is 1.49%, while Shelton Equity Income Fund (EQTIX) has a volatility of 3.45%. This indicates that DEBTX 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
| DEBTX | EQTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 3.45% | -1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 2.45% | 7.52% | -5.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.90% | 14.71% | -10.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.14% | 13.12% | -8.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.14% | 14.31% | +32.83% |