Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMSQX (Shelton Emerging Markets Fund Institutional Shares) | 16.68% | 36.27% | 17.28% | 8.86% | 9.69% | 6.72% | 6.25% | … | … |
Data as of 06/11/2026, Common starting date is 02/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMSQX (Shelton Emerging Markets Fund Institutional Shares) | 02/26/1997 | 06/11/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.57 | 36.27 | 17.28 | 8.86 | 9.69 | 6.72 | 6.25 | … | … | 16.68 | 32.98 | 1.62 | 15.43 | -14.33 | 0.77 | 22.36 | 18.30 | -10.16 | 24.48 | 0.84 | -2.10 | -2.42 | 6.87 | 23.46 | -20.80 | 21.00 | 52.24 | -51.98 | 23.78 | 9.02 | 49.37 | 4.02 | 43.67 | -10.53 | -29.61 | -27.03 | 69.72 | -6.17 | -17.30 |
| Sharpe Ratio | NA | 1.86 | 0.85 | 0.37 | 0.46 | NA | NA | … | … | 1.54 | 1.75 | -0.14 | 0.90 | -0.78 | 0.05 | 0.76 | 1.31 | -0.76 | 3.22 | 0.05 | -0.16 | -0.27 | 0.57 | 1.70 | -0.81 | 1.19 | 2.10 | -1.39 | 1.05 | 0.28 | 3.23 | 0.16 | 2.68 | -0.74 | -1.91 | -1.95 | 3.22 | -0.32 | -1.06 |
| Standard Deviation(%) | NA | 19.07 | 16.83 | 16.83 | 17.02 | NA | NA | … | … | 24.06 | 17.32 | 14.56 | 13.17 | 20.15 | 14.12 | 28.94 | 12.81 | 15.17 | 7.42 | 12.38 | 12.97 | 9.01 | 12.07 | 13.85 | 25.75 | 17.64 | 24.84 | 38.04 | 19.82 | 19.91 | 14.59 | 19.26 | 16.05 | 15.80 | 17.01 | 15.99 | 20.58 | 29.75 | 22.40 |
| Draw Down(%) | NA | 13.60 | 16.17 | 27.28 | 38.63 | NA | NA | … | … | 13.60 | 14.21 | 10.69 | 11.12 | 25.28 | 10.45 | 36.32 | 11.17 | 22.37 | 2.60 | 10.91 | 16.37 | 9.72 | 12.64 | 12.81 | 29.67 | 14.17 | 23.59 | 58.62 | 16.12 | 22.60 | 10.08 | 23.46 | 9.57 | 20.93 | 32.20 | 28.74 | 8.35 | 34.44 | 30.05 |
| Yield(%) | 0.00 | 16.35 | 10.40 | 6.34 | 5.60 | 3.96 | 4.28 | … | … | 0.00 | 18.78 | 5.84 | 10.49 | 1.28 | 1.90 | 0.22 | 2.57 | 2.81 | 0.24 | 0.00 | 0.00 | 0.00 | 0.23 | 0.84 | 0.33 | 0.00 | 2.57 | 0.75 | 16.88 | 0.25 | 0.14 | 0.30 | 0.36 | 0.00 | 0.25 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 02/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMSQX (Shelton Emerging Markets Fund Institutional Shares) |
-22.83%
Dec 1999 – Dec 2002 |
-11.77%
Jul 1997 – Jul 2002 |
-0.69%
Feb 1999 – Feb 2009 |
-0.01%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMSQX (Shelton Emerging Markets Fund Institutional Shares) |
35.33%
Apr 2003 – Apr 2006 |
28.30%
Oct 2002 – Oct 2007 |
11.28%
Apr 2003 – Apr 2013 |
9.24%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart