Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RENTX (SHELTON REAL ESTATE INCOME FUND INVESTOR CLASS) | NA | -11.16% | 3.89% | 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 |
|---|---|---|
| RENTX (SHELTON REAL ESTATE INCOME FUND INVESTOR CLASS) | 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 | -11.16 | 3.89 | NA | NA | NA | NA | … | … | 0.00 | -10.35 | 25.70 | -6.55 | 3.71 | 0.11 |
| Sharpe Ratio | NA | -0.26 | 0.11 | NA | NA | NA | NA | … | … | 0.00 | -0.25 | 2.19 | -0.64 | 0.56 | 0.05 |
| Standard Deviation(%) | NA | 41.97 | 26.02 | NA | NA | NA | NA | … | … | NA | 42.00 | 11.10 | 12.35 | 5.50 | 10.50 |
| Draw Down(%) | NA | 43.24 | 43.24 | NA | NA | NA | NA | … | … | 0.00 | 43.24 | 4.97 | 12.19 | 3.19 | 2.13 |
| Yield(%) | 0.00 | 1.53 | 3.16 | 2.48 | 1.24 | 0.83 | 0.62 | … | … | 0.00 | 1.57 | 3.20 | 4.53 | 3.31 | 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 |
|---|---|---|---|---|
| RENTX (SHELTON REAL ESTATE INCOME FUND INVESTOR CLASS) |
-3.79%
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 |
|---|---|---|---|---|
| RENTX (SHELTON REAL ESTATE INCOME FUND INVESTOR CLASS) |
7.37%
Jan 2017 – Jan 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart