Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQTKX (SHELTON CORE VALUE FUND K SHARES) | 4.05% | 13.41% | 13.88% | 7.15% | 8.81% | 9.35% | 7.69% | … | … |
Data as of 06/05/2026, Common starting date is 10/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQTKX (SHELTON CORE VALUE FUND K SHARES) | 10/20/2003 | 06/05/2026 |
| 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 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.82 | 13.41 | 13.88 | 7.15 | 8.81 | 9.35 | 7.69 | … | … | 4.05 | 9.86 | 16.64 | 17.77 | -12.00 | 20.25 | -7.95 | 24.68 | -10.44 | 26.43 | 10.70 | -1.59 | 12.83 | 31.10 | 11.62 | 1.43 | 18.01 | 26.00 | -31.74 | 0.85 | 11.36 | 2.67 | 14.77 | 6.60 |
| Sharpe Ratio | NA | 1.46 | 1.01 | 0.40 | 0.48 | NA | NA | … | … | 1.17 | 0.47 | 1.37 | 1.48 | -0.76 | 1.60 | -0.27 | 2.23 | -0.85 | 1.90 | 0.79 | -0.11 | 1.22 | 2.94 | 0.97 | 0.06 | 1.03 | 0.95 | -0.84 | -0.15 | 0.72 | 0.04 | 1.25 | 3.54 |
| Standard Deviation(%) | NA | 9.36 | 11.59 | 13.18 | 15.51 | NA | NA | … | … | 10.95 | 14.90 | 9.49 | 9.60 | 17.79 | 12.64 | 30.28 | 10.42 | 13.95 | 13.62 | 13.18 | 15.25 | 10.52 | 10.57 | 11.99 | 22.73 | 17.35 | 27.36 | 38.88 | 15.67 | 11.05 | 11.07 | 11.05 | 10.56 |
| Draw Down(%) | NA | 7.42 | 15.88 | 20.37 | 27.17 | NA | NA | … | … | 7.42 | 15.88 | 5.89 | 6.68 | 19.40 | 7.28 | 27.17 | 5.70 | 19.69 | 2.46 | 10.42 | 13.25 | 7.06 | 5.44 | 9.86 | 19.12 | 15.15 | 28.88 | 43.85 | 10.72 | 7.22 | 8.04 | 7.40 | 2.37 |
| Yield(%) | 0.00 | 7.47 | 10.00 | 7.94 | 9.78 | 10.60 | 8.84 | … | … | 0.00 | 9.66 | 11.07 | 10.81 | 7.18 | 10.80 | 7.81 | 13.19 | 17.15 | 24.21 | 15.19 | 2.67 | 1.21 | 1.45 | 1.48 | 1.29 | 0.83 | 1.13 | 1.33 | 3.12 | 1.34 | 1.26 | 0.75 | 0.05 |
Data as of 06/05/2026, Common starting date is 10/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQTKX (SHELTON CORE VALUE FUND K SHARES) |
-16.14%
Feb 2006 – Feb 2009 |
-7.20%
Feb 2004 – Feb 2009 |
5.53%
Jan 2006 – Jan 2016 |
5.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQTKX (SHELTON CORE VALUE FUND K SHARES) |
26.89%
Feb 2009 – Feb 2012 |
22.55%
Feb 2009 – Feb 2014 |
15.70%
Feb 2009 – Feb 2019 |
12.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart