^DWRTFT vs. NASDX

In the year-to-date period, ^DWRTFT achieves a 1.16% return, which is significantly lower than NASDX's 2.11% return. Over the past 10 years, ^DWRTFT has underperformed NASDX with an annualized return of 5.04%, while NASDX has yielded a comparatively higher 13.84% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Select REIT Total Return Index (^DWRTFT) 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.

The current ^DWRTFT Sharpe Ratio is 0.61, which is higher than the NASDX Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of ^DWRTFT and NASDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum ^DWRTFT drawdown since its inception was -75.15%, smaller than the maximum NASDX drawdown of -81.69%. Use the drawdown chart below to compare losses from any high point for ^DWRTFT and NASDX. For additional features, visit the drawdowns tool.

The current volatility for Dow Jones U.S. Select REIT Total Return Index (^DWRTFT) is 4.54%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 6.53%. This indicates that ^DWRTFT 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.