EQTIX vs. CAUSX
Compare and contrast key facts about Shelton Equity Income Fund (EQTIX) and Shelton Capital Management U.S. Government Securities Fund (CAUSX).
EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996. CAUSX is managed by Shelton Capital Management. It was launched on Dec 3, 1985.
Performance
EQTIX vs. CAUSX - Performance Comparison
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EQTIX vs. CAUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CAUSX Shelton Capital Management U.S. Government Securities Fund | -0.46% | 6.38% | -0.20% | 3.83% | -7.74% | -2.99% | 5.33% | 4.98% | 0.48% | 0.91% |
Returns By Period
In the year-to-date period, EQTIX achieves a -5.60% return, which is significantly lower than CAUSX's -0.46% return. Over the past 10 years, EQTIX has outperformed CAUSX with an annualized return of 8.25%, while CAUSX has yielded a comparatively lower 0.75% annualized return.
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%
CAUSX
- 1D
- -0.22%
- 1M
- -2.01%
- YTD
- -0.46%
- 6M
- -0.32%
- 1Y
- 1.25%
- 3Y*
- 2.50%
- 5Y*
- 0.15%
- 10Y*
- 0.75%
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EQTIX vs. CAUSX - Expense Ratio Comparison
EQTIX has a 0.72% expense ratio, which is lower than CAUSX's 0.75% expense ratio.
Return for Risk
EQTIX vs. CAUSX — Risk / Return Rank
EQTIX
CAUSX
EQTIX vs. CAUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Equity Income Fund (EQTIX) and Shelton Capital Management U.S. Government Securities Fund (CAUSX). 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.
| EQTIX | CAUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.38 | +0.16 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.57 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.07 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 0.89 | -0.24 |
Martin ratioReturn relative to average drawdown | 3.10 | 2.16 | +0.94 |
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
| EQTIX | CAUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.38 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.03 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.19 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.74 | -0.29 |
Correlation
The correlation between EQTIX and CAUSX 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
EQTIX vs. CAUSX - Dividend Comparison
EQTIX's dividend yield for the trailing twelve months is around 7.24%, more than CAUSX's 2.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CAUSX Shelton Capital Management U.S. Government Securities Fund | 2.88% | 4.55% | 3.16% | 3.08% | 1.46% | 1.13% | 1.15% | 1.42% | 1.45% | 1.41% | 1.72% | 1.38% |
Drawdowns
EQTIX vs. CAUSX - Drawdown Comparison
The maximum EQTIX drawdown since its inception was -53.77%, which is greater than CAUSX's maximum drawdown of -14.35%. Use the drawdown chart below to compare losses from any high point for EQTIX and CAUSX.
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Drawdown Indicators
| EQTIX | CAUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.77% | -14.35% | -39.42% |
Max Drawdown (1Y)Largest decline over 1 year | -10.43% | -3.85% | -6.58% |
Max Drawdown (5Y)Largest decline over 5 years | -19.03% | -12.17% | -6.86% |
Max Drawdown (10Y)Largest decline over 10 years | -29.85% | -14.35% | -15.50% |
Current DrawdownCurrent decline from peak | -7.16% | -2.96% | -4.20% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -3.20% | -4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 1.59% | +0.60% |
Volatility
EQTIX vs. CAUSX - Volatility Comparison
Shelton Equity Income Fund (EQTIX) has a higher volatility of 3.45% compared to Shelton Capital Management U.S. Government Securities Fund (CAUSX) at 1.84%. This indicates that EQTIX's price experiences larger fluctuations and is considered to be riskier than CAUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQTIX | CAUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 1.84% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 7.52% | 3.07% | +4.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.71% | 5.29% | +9.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.12% | 4.91% | +8.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.31% | 4.04% | +10.27% |