Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGCFX (SHELTON GREATER CHINA FUND SHELTON GREATER CHINA FUND) | NA | -23.92% | 8.07% | 3.53% | 9.02% | 2.82% | 1.55% | … | … |
Data as of 02/01/2019, Common starting date is 09/25/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGCFX (SHELTON GREATER CHINA FUND SHELTON GREATER CHINA FUND) | 09/25/1998 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -23.92 | 8.07 | 3.53 | 9.02 | 2.82 | 1.55 | … | … | 0.00 | -16.69 | 34.86 | 1.40 | -7.05 | 5.49 | 4.34 | 17.49 | -24.91 | 12.40 | 88.45 | -52.49 | 13.60 | 20.48 | 9.12 | 4.90 | 18.78 | -19.07 | -5.59 | -40.56 | 35.86 | -2.34 |
| Sharpe Ratio | NA | -1.33 | 0.48 | 0.16 | 0.48 | NA | NA | … | … | 0.00 | -0.92 | 3.32 | 0.07 | -0.36 | 0.42 | 0.29 | 1.09 | -1.07 | 0.62 | 3.23 | -1.40 | 0.45 | 0.84 | 0.43 | 0.16 | 0.95 | -0.70 | -0.27 | -1.27 | 1.26 | -0.40 |
| Standard Deviation(%) | NA | 19.06 | 15.34 | 16.30 | 18.51 | NA | NA | … | … | NA | 19.60 | 10.34 | 17.05 | 19.94 | 12.99 | 14.76 | 16.09 | 23.31 | 19.86 | 27.35 | 37.97 | 23.47 | 20.47 | 16.13 | 25.01 | 19.11 | 28.82 | 30.10 | 35.08 | 25.85 | 28.51 |
| Draw Down(%) | NA | 27.29 | 28.73 | 33.94 | 33.94 | NA | NA | … | … | 0.00 | 28.73 | 6.80 | 14.80 | 27.30 | 8.21 | 15.41 | 15.37 | 30.68 | 20.46 | 14.32 | 58.94 | 24.00 | 21.74 | 15.96 | 24.75 | 22.66 | 35.53 | 48.76 | 55.18 | 20.60 | 11.19 |
| Yield(%) | 0.00 | 1.04 | 2.21 | 1.77 | 2.34 | 1.01 | 0.96 | … | … | 0.00 | 1.11 | 2.76 | 1.79 | 1.75 | 0.73 | 3.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.19 | 1.36 | 0.00 | 0.00 | 3.62 | 0.00 | 3.63 |
Data as of 02/01/2019, Common starting date is 09/25/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGCFX (SHELTON GREATER CHINA FUND SHELTON GREATER CHINA FUND) |
-30.26%
Apr 2000 – Apr 2003 |
-14.34%
Mar 2000 – Mar 2005 |
-6.63%
Nov 1998 – Nov 2008 |
-2.12%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGCFX (SHELTON GREATER CHINA FUND SHELTON GREATER CHINA FUND) |
26.17%
Oct 2004 – Oct 2007 |
16.79%
Apr 2003 – Apr 2008 |
9.11%
Jan 2009 – Jan 2019 |
7.01%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart