SPFIX vs. TQQQ

In the year-to-date period, SPFIX achieves a 0.89% return, which is significantly higher than TQQQ's -11.28% return. Over the past 10 years, SPFIX has underperformed TQQQ with an annualized return of 12.47%, while TQQQ has yielded a comparatively higher 31.28% annualized return.

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SPFIX has a 0.43% expense ratio, which is lower than TQQQ's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management S&P 500 Index Fund (SPFIX) and ProShares UltraPro QQQ (TQQQ). 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.

The current SPFIX Sharpe Ratio is 0.71, which is higher than the TQQQ Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of SPFIX and TQQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SPFIX's dividend yield for the trailing twelve months is around 14.01%, more than TQQQ's 1.41% yield.

The maximum SPFIX drawdown since its inception was -54.81%, smaller than the maximum TQQQ drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for SPFIX and TQQQ.

The current volatility for Shelton Capital Management S&P 500 Index Fund (SPFIX) is 4.77%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 16.41%. This indicates that SPFIX experiences smaller price fluctuations and is considered to be less risky than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.