Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOAIX (Shelton BDC Income Fund Inst Class) | NA | 22.58% | 11.49% | 6.52% | NA | NA | NA | … | … |
Data as of 12/30/2021, Common starting date is 11/09/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOAIX (Shelton BDC Income Fund Inst Class) | 11/09/2016 | 12/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.58 | 11.49 | 6.52 | NA | NA | NA | … | … | 21.51 | -8.99 | 25.31 | -4.80 | 3.95 | 0.44 |
| Sharpe Ratio | NA | 1.75 | 0.35 | 0.24 | NA | NA | NA | … | … | 1.67 | -0.19 | 2.90 | -0.54 | 0.44 | 0.27 |
| Standard Deviation(%) | NA | 12.88 | 29.64 | 23.79 | NA | NA | NA | … | … | 12.88 | 48.97 | 8.23 | 11.59 | 7.56 | 10.44 |
| Draw Down(%) | NA | 7.45 | 53.31 | 53.31 | NA | NA | NA | … | … | 7.45 | 53.27 | 4.20 | 14.27 | 3.97 | 2.15 |
| Yield(%) | 0.00 | 11.51 | 10.01 | 7.58 | 3.81 | 2.54 | 1.90 | … | … | 9.63 | 7.85 | 9.16 | 8.65 | 6.05 | 0.00 |
Data as of 12/30/2021, Common starting date is 11/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOAIX (Shelton BDC Income Fund Inst Class) |
-11.41%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOAIX (Shelton BDC Income Fund Inst Class) |
10.69%
Oct 2018 – Oct 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart