Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEXIX (Shelton Green Alpha Fund Institutional Shares) | 10.93% | 17.19% | 5.48% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/23/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEXIX (Shelton Green Alpha Fund Institutional Shares) | 12/23/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.22 | 17.19 | 5.48 | NA | NA | NA | NA | … | … | 10.93 | 11.63 | -2.29 | 2.35 | -1.12 |
| Sharpe Ratio | NA | 1.03 | 0.16 | NA | NA | NA | NA | … | … | 1.50 | 0.44 | -0.34 | -0.06 | -2.03 |
| Standard Deviation(%) | NA | 16.35 | 18.73 | NA | NA | NA | NA | … | … | 17.71 | 19.93 | 17.59 | 20.60 | 26.99 |
| Draw Down(%) | NA | 10.89 | 25.56 | NA | NA | NA | NA | … | … | 9.37 | 21.32 | 9.89 | 25.42 | 2.84 |
| Yield(%) | 0.00 | 0.47 | 0.36 | 0.28 | 0.14 | 0.09 | 0.07 | … | … | 0.00 | 0.50 | 0.35 | 0.28 | 0.28 |
Data as of 06/09/2026, Common starting date is 12/23/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEXIX (Shelton Green Alpha Fund Institutional Shares) |
2.90%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| NEXIX (Shelton Green Alpha Fund Institutional Shares) |
8.15%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart