Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEBIX (SHELTON TACTICAL CREDIT FUND INSTITUTIONAL CLASS) | 1.38% | 5.96% | 7.00% | 2.77% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/23/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEBIX (SHELTON TACTICAL CREDIT FUND INSTITUTIONAL CLASS) | 03/23/2017 | 06/10/2026 |
| 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 (%) | 0.29 | 5.96 | 7.00 | 2.77 | NA | NA | NA | … | … | 1.38 | 8.55 | 5.93 | 5.71 | -7.26 | 7.11 | 5.89 | 12.89 | -1.39 | 3.96 |
| Sharpe Ratio | NA | 1.09 | 0.88 | 0.07 | NA | NA | NA | … | … | 0.08 | 1.68 | 0.56 | 0.40 | -2.02 | 2.78 | 0.50 | 1.99 | -0.64 | 1.71 |
| Standard Deviation(%) | NA | 3.05 | 4.09 | 4.07 | NA | NA | NA | … | … | 3.43 | 3.38 | 4.13 | 5.25 | 4.31 | 2.55 | 11.14 | 5.74 | 4.34 | 2.59 |
| Draw Down(%) | NA | 2.01 | 4.89 | 10.24 | NA | NA | NA | … | … | 2.01 | 3.74 | 2.05 | 5.71 | 9.57 | 1.25 | 19.16 | 2.22 | 7.47 | 1.81 |
| Yield(%) | 0.00 | 5.32 | 5.34 | 3.98 | 4.09 | 2.73 | 2.05 | … | … | 1.45 | 5.31 | 5.39 | 4.83 | 2.59 | 3.63 | 4.06 | 3.83 | 5.24 | 5.59 |
Data as of 06/10/2026, Common starting date is 03/23/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEBIX (SHELTON TACTICAL CREDIT FUND INSTITUTIONAL CLASS) |
-0.71%
Apr 2017 – Apr 2020 |
1.95%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEBIX (SHELTON TACTICAL CREDIT FUND INSTITUTIONAL CLASS) |
8.59%
Dec 2018 – Dec 2021 |
6.82%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart