Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAUAX (Shelton US Government Securities A) | NA | -2.38% | 1.51% | NA | NA | NA | NA | … | … |
Data as of 01/15/2014, Common starting date is 05/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAUAX (Shelton US Government Securities A) | 05/10/2010 | 01/15/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.38 | 1.51 | NA | NA | NA | NA | … | … | 0.00 | -2.65 | 0.60 | 6.60 | 2.09 |
| Sharpe Ratio | NA | -0.96 | 0.48 | NA | NA | NA | NA | … | … | 0.00 | -1.06 | 0.23 | 1.70 | 0.79 |
| Standard Deviation(%) | NA | 2.51 | 2.99 | NA | NA | NA | NA | … | … | NA | 2.54 | 2.42 | 3.87 | 3.98 |
| Draw Down(%) | NA | 4.07 | 4.69 | NA | NA | NA | NA | … | … | 0.00 | 4.07 | 1.89 | 2.06 | 3.05 |
| Yield(%) | 0.00 | 1.33 | 1.54 | 1.14 | 0.57 | 0.38 | 0.29 | … | … | 0.00 | 1.33 | 1.51 | 1.65 | 1.04 |
Data as of 01/15/2014, Common starting date is 05/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAUAX (Shelton US Government Securities A) |
0.62%
Aug 2010 – Aug 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAUAX (Shelton US Government Securities A) |
1.44%
Dec 2010 – Dec 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart