Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQTAX (Shelton Core Value A) | NA | 24.12% | 12.53% | 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 |
|---|---|---|
| EQTAX (Shelton Core Value 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 | 24.12 | 12.53 | NA | NA | NA | NA | … | … | 0.00 | 29.17 | 11.89 | 1.66 | 11.21 |
| Sharpe Ratio | NA | 2.41 | 0.78 | NA | NA | NA | NA | … | … | 0.00 | 2.83 | 1.00 | 0.07 | 1.01 |
| Standard Deviation(%) | NA | 10.00 | 16.06 | NA | NA | NA | NA | … | … | NA | 10.30 | 11.92 | 22.76 | 17.39 |
| Draw Down(%) | NA | 5.40 | 19.05 | NA | NA | NA | NA | … | … | 0.00 | 5.40 | 9.80 | 19.05 | 11.81 |
| Yield(%) | 0.00 | 0.79 | 1.34 | 1.06 | 0.53 | 0.35 | 0.27 | … | … | 0.00 | 0.80 | 1.74 | 1.45 | 0.73 |
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 |
|---|---|---|---|---|
| EQTAX (Shelton Core Value A) |
13.68%
Dec 2010 – Dec 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 |
|---|---|---|---|---|
| EQTAX (Shelton Core Value A) |
17.48%
Jun 2010 – Jun 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart