Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SISEX (Shelton International Select Equity Fund – Institutional Class) | 14.02% | 28.45% | 17.45% | 7.05% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SISEX (Shelton International Select Equity Fund – Institutional Class) | 01/04/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 28.45 | 17.45 | 7.05 | NA | NA | NA | … | … | 14.02 | 30.66 | 3.67 | 13.97 | -19.29 | 6.23 | 18.07 | 22.53 | -13.17 | 32.99 |
| Sharpe Ratio | NA | 2.01 | 1.10 | 0.30 | NA | NA | NA | … | … | 2.11 | 1.92 | 0.00 | 0.87 | -0.95 | 0.57 | 0.69 | 2.00 | -1.01 | 3.88 |
| Standard Deviation(%) | NA | 14.24 | 13.68 | 15.27 | NA | NA | NA | … | … | 18.18 | 14.52 | 11.47 | 11.97 | 21.94 | 10.86 | 25.55 | 10.53 | 14.51 | 8.45 |
| Draw Down(%) | NA | 11.94 | 14.30 | 32.67 | NA | NA | NA | … | … | 11.94 | 14.30 | 8.82 | 13.37 | 31.97 | 6.41 | 29.76 | 7.76 | 21.86 | 3.20 |
| Yield(%) | 0.00 | 1.96 | 2.69 | 2.27 | 2.70 | 1.80 | 1.35 | … | … | 0.00 | 2.28 | 3.76 | 2.04 | 4.19 | 0.68 | 0.93 | 2.52 | 0.96 | 2.45 |
Data as of 06/04/2026, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SISEX (Shelton International Select Equity Fund – Institutional Class) |
-2.58%
Sep 2019 – Sep 2022 |
-0.17%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SISEX (Shelton International Select Equity Fund – Institutional Class) |
20.63%
Sep 2022 – Sep 2025 |
9.34%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart