Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOANX (SHELTON BDC INCOME FUND INVESTOR CLASS) | NA | 22.36% | 0.19% | -0.21% | NA | NA | NA | … | … |
Data as of 12/30/2021, Common starting date is 11/09/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOANX (SHELTON BDC INCOME FUND INVESTOR CLASS) | 11/09/2016 | 12/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.36 | 0.19 | -0.21 | NA | NA | NA | … | … | 21.40 | -35.21 | 26.68 | -5.13 | 3.73 | 0.22 |
| Sharpe Ratio | NA | 1.75 | -0.02 | -0.03 | NA | NA | NA | … | … | 1.68 | -0.60 | 2.30 | -0.56 | 0.42 | 0.11 |
| Standard Deviation(%) | NA | 12.74 | 35.19 | 27.96 | NA | NA | NA | … | … | 12.74 | 59.02 | 10.97 | 11.57 | 7.48 | 10.68 |
| Draw Down(%) | NA | 7.45 | 53.40 | 53.40 | NA | NA | NA | … | … | 7.45 | 53.34 | 5.99 | 14.39 | 3.93 | 2.33 |
| Yield(%) | 0.00 | 11.21 | 9.70 | 7.38 | 3.70 | 2.47 | 1.85 | … | … | 9.43 | 7.88 | 8.71 | 8.32 | 5.92 | 0.00 |
Data as of 12/30/2021, Common starting date is 11/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOANX (SHELTON BDC INCOME FUND INVESTOR CLASS) |
-11.56%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| LOANX (SHELTON BDC INCOME FUND INVESTOR CLASS) |
7.24%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart