Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMSLX (Shelton Emerging Markets Fund Investor Shares) | 22.18% | 47.20% | 19.59% | 9.84% | 9.76% | 6.67% | 5.76% | … | … |
Data as of 06/04/2026, Common starting date is 06/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMSLX (Shelton Emerging Markets Fund Investor Shares) | 06/02/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.03 | 47.20 | 19.59 | 9.84 | 9.76 | 6.67 | 5.76 | … | … | 22.18 | 32.62 | 1.38 | 15.14 | -14.56 | 0.53 | 22.07 | 18.03 | -10.41 | 24.26 | 0.54 | -2.33 | -2.56 | 6.76 | 22.99 | -20.92 | 20.80 | 51.95 | -52.14 | 23.19 | 7.02 |
| Sharpe Ratio | NA | 2.34 | 1.02 | 0.43 | 0.49 | NA | NA | … | … | 2.46 | 1.73 | -0.15 | 0.88 | -0.80 | 0.04 | 0.75 | 1.29 | -0.78 | 3.19 | 0.03 | -0.18 | -0.29 | 0.56 | 1.67 | -0.81 | 1.17 | 2.09 | -1.39 | 1.02 | 0.50 |
| Standard Deviation(%) | NA | 18.06 | 16.48 | 16.60 | 16.90 | NA | NA | … | … | 22.50 | 17.29 | 14.56 | 13.19 | 20.17 | 14.09 | 28.92 | 12.86 | 15.16 | 7.44 | 12.38 | 12.95 | 9.05 | 12.04 | 13.82 | 25.80 | 17.67 | 24.78 | 38.01 | 19.82 | 17.68 |
| Draw Down(%) | NA | 13.64 | 16.27 | 27.52 | 38.92 | NA | NA | … | … | 13.64 | 14.25 | 10.73 | 11.19 | 25.42 | 10.54 | 36.36 | 11.29 | 22.53 | 2.56 | 10.97 | 16.48 | 9.79 | 12.64 | 12.82 | 29.71 | 14.17 | 23.49 | 58.83 | 16.18 | 13.90 |
| Yield(%) | 0.00 | 16.40 | 10.30 | 6.21 | 5.26 | 3.66 | 3.69 | … | … | 0.00 | 18.22 | 5.77 | 10.08 | 1.27 | 1.92 | 0.22 | 2.52 | 2.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 0.29 | 0.15 | 0.00 | 2.16 | 0.32 | 16.76 | 0.25 |
Data as of 06/04/2026, Common starting date is 06/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMSLX (Shelton Emerging Markets Fund Investor Shares) |
-9.26%
Oct 2007 – Oct 2010 |
-6.39%
Oct 2007 – Oct 2012 |
-0.56%
Oct 2007 – Oct 2017 |
-0.25%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMSLX (Shelton Emerging Markets Fund Investor Shares) |
28.23%
Feb 2009 – Feb 2012 |
18.17%
Feb 2009 – Feb 2014 |
10.46%
Feb 2009 – Feb 2019 |
8.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart