Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RENIX (Shelton Real Estate Income Fund Inst Cla) | NA | -10.90% | 4.19% | NA | NA | NA | NA | … | … |
Data as of 02/01/2021, Common starting date is 11/09/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RENIX (Shelton Real Estate Income Fund Inst Cla) | 11/09/2016 | 02/01/2021 |
| 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 | -10.90 | 4.19 | NA | NA | NA | NA | … | … | 0.00 | -10.06 | 26.17 | -6.37 | 3.99 | 0.00 |
| Sharpe Ratio | NA | -0.25 | 0.12 | NA | NA | NA | NA | … | … | 0.00 | -0.24 | 2.24 | -0.63 | 0.61 | -0.03 |
| Standard Deviation(%) | NA | 42.02 | 26.03 | NA | NA | NA | NA | … | … | NA | 42.05 | 11.07 | 12.29 | 5.48 | 10.48 |
| Draw Down(%) | NA | 43.29 | 43.29 | NA | NA | NA | NA | … | … | 0.00 | 43.29 | 4.90 | 12.05 | 3.20 | 2.02 |
| Yield(%) | 0.00 | 1.56 | 3.15 | 2.95 | 1.47 | 0.98 | 0.74 | … | … | 0.00 | 1.59 | 3.12 | 4.54 | 5.93 | 0.00 |
Data as of 02/01/2021, 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 |
|---|---|---|---|---|
| RENIX (Shelton Real Estate Income Fund Inst Cla) |
-3.54%
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 |
|---|---|---|---|---|
| RENIX (Shelton Real Estate Income Fund Inst Cla) |
7.61%
Jan 2017 – Jan 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart