NASDX - Shelton Capital Management Nasdaq-100 Index Fund Direct Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return10.39%
5-Year Average Return15.40%
Number of Years Up15
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)54.67%
Worst 1 Yr Total Return (Feb 3, 2019)-41.51%
Best 3-Yr Total Return54.67%
Worst 3-Yr Total Return-9.62%

Trailing Returns (%) Vs. Benchmarks

ReturnNASDXCategory
YTD3.57%-3.48%
1-Month15.20%14.16%
3-Month0.49%-5.24%
1-Year16.50%5.34%
3-Year17.46%12.72%
5-Year15.65%10.51%
10-Year16.98%12.28%
Last Bull Market28.50%25.74%
Last Bear Market-10.83%-17.33%

Annual Total Return (%) History

Year
NASDXCategory
2020
N/AN/A
2019
38.26%31.90%
2018
-1.23%-2.09%
2017
31.25%27.67%
2016
6.44%3.23%
2015
9.16%3.60%
2014
18.96%10.00%
2013
36.96%33.92%
2012
18.53%15.34%
2011
3.67%-2.46%
2010
19.63%15.53%
2009
54.67%35.68%
2008
-41.51%-40.67%
2007
18.18%13.35%
2006
6.81%7.05%
2005
1.23%6.71%
2004
10.09%7.81%
2003
48.21%28.66%
2002
-37.41%-27.64%
2001
-33.36%-22.30%
2000
N/A-13.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-10.09%N/AN/AN/A
201916.91%3.70%0.94%12.98%
20182.70%6.12%7.90%-16.00%
201711.67%3.97%6.08%6.58%
2016-2.24%-1.02%10.23%-0.21%
20152.58%1.60%-4.79%10.01%
20140.28%7.15%5.22%5.22%
20136.38%3.44%11.46%11.67%
201221.04%-4.90%6.91%-3.68%
20115.38%-0.22%-8.06%7.24%
20105.32%-10.96%14.70%11.21%
20092.63%19.87%16.31%8.09%
2008-14.23%2.95%-13.06%-23.81%
20070.91%9.01%7.85%-0.38%
20063.66%-7.49%4.81%6.28%
2005-8.33%0.53%7.18%2.48%
2004-2.15%5.22%-7.05%15.04%
20033.19%18.15%8.17%12.39%
2002-7.73%-28.11%-19.92%17.84%
2001-33.19%16.43%-36.55%35.02%
2000-14.07%-5.37%-34.30%N/A

Rank In Category (By Total Return)

YTD7
1-Month23
3-Month6
1-Year3
3-Year12
5-Year5

Load Adjusted Returns

1-Year16.50%
3-Year17.46%
5-Year15.65%
10-Year16.98%