IRONX vs. NASDX
Compare and contrast key facts about Ironclad Managed Risk Fund (IRONX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
IRONX is managed by BlackRock. It was launched on Oct 14, 2010. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
IRONX vs. NASDX - Performance Comparison
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IRONX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRONX Ironclad Managed Risk Fund | -4.38% | 10.57% | 14.78% | 10.61% | 0.26% | 13.24% | 5.91% | 458.33% | 1.99% | 3.33% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
Returns By Period
In the year-to-date period, IRONX achieves a -4.38% return, which is significantly higher than NASDX's -9.12% return. Over the past 10 years, IRONX has outperformed NASDX with an annualized return of 25.71%, while NASDX has yielded a comparatively lower 19.08% annualized return.
IRONX
- 1D
- 0.08%
- 1M
- -4.52%
- YTD
- -4.38%
- 6M
- -3.46%
- 1Y
- 7.13%
- 3Y*
- 9.45%
- 5Y*
- 8.38%
- 10Y*
- 25.71%
NASDX
- 1D
- -0.79%
- 1M
- -8.02%
- YTD
- -9.12%
- 6M
- -6.79%
- 1Y
- 19.59%
- 3Y*
- 24.51%
- 5Y*
- 14.42%
- 10Y*
- 19.08%
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IRONX vs. NASDX - Expense Ratio Comparison
IRONX has a 1.25% expense ratio, which is higher than NASDX's 0.63% expense ratio.
Return for Risk
IRONX vs. NASDX — Risk / Return Rank
IRONX
NASDX
IRONX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ironclad Managed Risk Fund (IRONX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.
| IRONX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.88 | -0.23 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.40 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.31 | -0.61 |
Martin ratioReturn relative to average drawdown | 3.08 | 5.01 | -1.94 |
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
| IRONX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.88 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.63 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.85 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.29 | +0.27 |
Correlation
The correlation between IRONX and NASDX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IRONX vs. NASDX - Dividend Comparison
IRONX's dividend yield for the trailing twelve months is around 0.06%, less than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRONX Ironclad Managed Risk Fund | 0.06% | 0.06% | 0.19% | 5.17% | 2.97% | 13.84% | 4.16% | 121.75% | 8.85% | 9.93% | 1.42% | 0.38% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.93% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
IRONX vs. NASDX - Drawdown Comparison
The maximum IRONX drawdown since its inception was -13.71%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for IRONX and NASDX.
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Drawdown Indicators
| IRONX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.71% | -83.16% | +69.45% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -12.70% | +4.07% |
Max Drawdown (5Y)Largest decline over 5 years | -11.68% | -35.33% | +23.65% |
Max Drawdown (10Y)Largest decline over 10 years | -13.71% | -35.33% | +21.62% |
Current DrawdownCurrent decline from peak | -5.92% | -11.90% | +5.98% |
Average DrawdownAverage peak-to-trough decline | -1.79% | -34.59% | +32.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 3.32% | -1.35% |
Volatility
IRONX vs. NASDX - Volatility Comparison
The current volatility for Ironclad Managed Risk Fund (IRONX) is 2.59%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 5.38%. This indicates that IRONX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRONX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.59% | 5.38% | -2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 6.40% | 12.45% | -6.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.62% | 22.55% | -10.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.40% | 23.03% | -13.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.74% | 22.61% | +18.13% |