NEXTX vs. DEBTX
Compare and contrast key facts about Shelton Green Alpha Fund (NEXTX) and Shelton Tactical Credit Fund (DEBTX).
NEXTX is managed by Shelton Capital Management. It was launched on Mar 12, 2013. DEBTX is managed by Shelton Capital Management. It was launched on Dec 11, 2013.
Performance
NEXTX vs. DEBTX - Performance Comparison
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NEXTX vs. DEBTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEXTX Shelton Green Alpha Fund | 5.18% | 11.33% | -2.54% | 2.11% | -26.80% | 2.59% | 113.89% | 43.72% | -18.90% | 29.53% |
DEBTX Shelton Tactical Credit Fund | -0.62% | 6.99% | 5.67% | 4.23% | -7.42% | 6.75% | 5.77% | 613.91% | -1.60% | 3.34% |
Returns By Period
In the year-to-date period, NEXTX achieves a 5.18% return, which is significantly higher than DEBTX's -0.62% return. Over the past 10 years, NEXTX has underperformed DEBTX with an annualized return of 10.87%, while DEBTX has yielded a comparatively higher 24.70% annualized return.
NEXTX
- 1D
- 1.30%
- 1M
- -2.16%
- YTD
- 5.18%
- 6M
- -0.39%
- 1Y
- 23.26%
- 3Y*
- 3.07%
- 5Y*
- -3.44%
- 10Y*
- 10.87%
DEBTX
- 1D
- 0.20%
- 1M
- -0.62%
- YTD
- -0.62%
- 6M
- 0.93%
- 1Y
- 5.91%
- 3Y*
- 5.27%
- 5Y*
- 2.04%
- 10Y*
- 24.70%
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NEXTX vs. DEBTX - Expense Ratio Comparison
NEXTX has a 1.16% expense ratio, which is lower than DEBTX's 1.97% expense ratio.
Return for Risk
NEXTX vs. DEBTX — Risk / Return Rank
NEXTX
DEBTX
NEXTX vs. DEBTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Green Alpha Fund (NEXTX) and Shelton Tactical Credit Fund (DEBTX). 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.
| NEXTX | DEBTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.68 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.79 | 2.40 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.33 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 2.24 | -0.19 |
Martin ratioReturn relative to average drawdown | 6.57 | 9.92 | -3.36 |
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
| NEXTX | DEBTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.68 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.50 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.53 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.50 | -0.02 |
Correlation
The correlation between NEXTX and DEBTX is 0.31, 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
NEXTX vs. DEBTX - Dividend Comparison
NEXTX's dividend yield for the trailing twelve months is around 0.19%, less than DEBTX's 5.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEXTX Shelton Green Alpha Fund | 0.19% | 0.20% | 0.20% | 0.20% | 0.35% | 4.65% | 1.05% | 0.21% | 1.59% | 2.88% |
DEBTX Shelton Tactical Credit Fund | 5.75% | 4.41% | 5.30% | 3.43% | 2.62% | 3.45% | 3.82% | 132.10% | 4.95% | 5.77% |
Drawdowns
NEXTX vs. DEBTX - Drawdown Comparison
The maximum NEXTX drawdown since its inception was -47.15%, which is greater than DEBTX's maximum drawdown of -19.21%. Use the drawdown chart below to compare losses from any high point for NEXTX and DEBTX.
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Drawdown Indicators
| NEXTX | DEBTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.15% | -19.21% | -27.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.93% | -2.39% | -8.54% |
Max Drawdown (5Y)Largest decline over 5 years | -47.15% | -12.18% | -34.97% |
Max Drawdown (10Y)Largest decline over 10 years | -47.15% | -19.21% | -27.94% |
Current DrawdownCurrent decline from peak | -25.74% | -1.10% | -24.64% |
Average DrawdownAverage peak-to-trough decline | -15.29% | -2.77% | -12.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.84% | 0.63% | +3.21% |
Volatility
NEXTX vs. DEBTX - Volatility Comparison
Shelton Green Alpha Fund (NEXTX) has a higher volatility of 5.63% compared to Shelton Tactical Credit Fund (DEBTX) at 1.30%. This indicates that NEXTX's price experiences larger fluctuations and is considered to be riskier than DEBTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEXTX | DEBTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 1.30% | +4.33% |
Volatility (6M)Calculated over the trailing 6-month period | 12.37% | 2.29% | +10.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.99% | 3.60% | +16.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.84% | 4.12% | +19.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.69% | 47.12% | -22.43% |