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Shelton Green Alpha Fund (NEXTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.47+0.60 (+1.58%)
As of 08:05AM EDT. Market open.
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return15.92%
5-Year Average Return3.39%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)113.87%
Worst 1 Yr Total Return (Feb 3, 2019)-18.90%
Best 3-Yr Total Return113.87%
Worst 3-Yr Total Return-1.67%

Trailing Returns (%) Vs. Benchmarks

ReturnNEXTXCategory
YTD-13.85%10.80%
1-Month2.62%4.43%
3-Month-19.27%7.00%
1-Year-13.49%48.17%
3-Year29.73%21.26%
5-Year20.15%20.18%
10-Year0.00%14.07%
Last Bull Market0.00%27.14%
Last Bear Market0.00%-21.26%

Annual Total Return (%) History

Year
NEXTXCategory
2021
N/AN/A
2020
113.87%39.26%
2019
43.72%32.52%
2018
-18.90%-6.65%
2017
29.52%23.91%
2016
-4.27%6.03%
2015
0.82%-0.95%
2014
-1.48%7.00%
2013
N/A34.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20212.90%N/AN/AN/A
2020-18.32%38.48%30.74%44.62%
201921.45%8.19%-1.66%11.23%
2018-4.95%-2.31%0.61%-13.18%
20179.36%10.43%4.34%2.78%
2016-3.53%-1.69%2.79%-1.81%
20155.47%-1.30%-14.91%13.82%
20145.39%1.60%-5.79%-2.33%
201315.47%12.10%14.42%N/A

Rank In Category (By Total Return)

YTD69
1-Month93
3-Month11
1-Year2
3-Year2
5-Year4

Load Adjusted Returns

1-Year82.70%
3-Year42.61%
5-Year27.67%
10-YearN/A
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