Nasdaq - Delayed Quote • USD
Shelton Tactical Credit Investor (DEBTX)
At close: 8:05 AM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus the amount of any borrowings for investment purposes, in various credit-related instruments. The fund may invest up to 100% of its net assets in any one of the categories of instruments included in the preceding sentence.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 11.69% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 0.49% |
| 5y Average Return | 2.13% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.62 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DEBTX | Category Average | DEBTX | Category Average | DEBTX | Category Average | |
| Alpha | 0.9 | 0.01 | 1.79 | 0.02 | 1.32 | 0.02 |
| BETA | 0.62 | 0 | 0.62 | 0 | 0.6 | 0 |
| Mean Annual Return | 0.05 | 0 | 0.25 | 0 | 0.24 | 0 |
| R-squared | 67.52 | 0.09 | 16.68 | 0.08 | 16.65 | 0.06 |
| Standard Deviation | 5.55 | 0.06 | 9.21 | 0.05 | 6.98 | 0.05 |
| Sharpe Ratio | -0.43 | 0 | 0.09 | 0.01 | 0.2 | 0.01 |
| Treynor Ratio | -4.02 | 0.07 | 0.6 | 0.15 | 2.01 | 0.08 |
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