NASDX vs. UNFI

In the year-to-date period, NASDX achieves a -7.45% return, which is significantly lower than UNFI's -4.03% return. Over the past 10 years, NASDX has outperformed UNFI with an annualized return of 12.83%, while UNFI has yielded a comparatively lower -9.05% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) and United Natural Foods, Inc. (UNFI). 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 NASDX Sharpe Ratio is 0.11, which is lower than the UNFI Sharpe Ratio of 3.14. The chart below compares the historical Sharpe Ratios of NASDX and UNFI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NASDX's dividend yield for the trailing twelve months is around 0.35%, while UNFI has not paid dividends to shareholders.

The maximum NASDX drawdown since its inception was -81.69%, smaller than the maximum UNFI drawdown of -93.50%. Use the drawdown chart below to compare losses from any high point for NASDX and UNFI. For additional features, visit the drawdowns tool.

Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a higher volatility of 16.83% compared to United Natural Foods, Inc. (UNFI) at 15.60%. This indicates that NASDX's price experiences larger fluctuations and is considered to be riskier than UNFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.