Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEXTX (SHELTON GREEN ALPHA FUND SHELTON GREEN ALPHA FUND) | 8.62% | 14.24% | 4.15% | -2.63% | 11.73% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEXTX (SHELTON GREEN ALPHA FUND SHELTON GREEN ALPHA FUND) | 03/15/2013 | 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 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.91 | 14.24 | 4.15 | -2.63 | 11.73 | NA | NA | … | … | 8.62 | 13.27 | -2.54 | 2.11 | -26.80 | 2.59 | 113.88 | 43.73 | -18.90 | 33.04 | -4.27 | 0.82 | -1.48 | 48.25 |
| Sharpe Ratio | NA | 1.00 | 0.15 | -0.18 | 0.41 | NA | NA | … | … | 1.49 | 0.53 | -0.35 | -0.08 | -0.82 | 0.09 | 2.63 | 2.28 | -1.07 | 2.73 | -0.24 | 0.04 | -0.08 | 3.69 |
| Standard Deviation(%) | NA | 16.41 | 18.75 | 23.53 | 24.85 | NA | NA | … | … | 17.70 | 20.05 | 17.62 | 20.63 | 34.49 | 29.17 | 42.92 | 18.52 | 19.01 | 11.91 | 18.53 | 18.98 | 19.33 | 17.28 |
| Draw Down(%) | NA | 10.93 | 25.86 | 47.15 | 47.15 | NA | NA | … | … | 9.41 | 21.34 | 9.91 | 25.49 | 34.08 | 22.98 | 38.56 | 10.16 | 26.25 | 5.22 | 18.52 | 20.58 | 17.61 | 6.69 |
| Yield(%) | 0.00 | 0.21 | 0.19 | 1.02 | 2.84 | 2.64 | 1.98 | … | … | 0.00 | 0.22 | 0.19 | 0.21 | 0.25 | 4.50 | 2.21 | 0.31 | 1.25 | 6.84 | 0.00 | 0.00 | 0.01 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEXTX (SHELTON GREEN ALPHA FUND SHELTON GREEN ALPHA FUND) |
-13.12%
Jan 2021 – Jan 2024 |
-4.01%
Jan 2021 – Jan 2026 |
7.69%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEXTX (SHELTON GREEN ALPHA FUND SHELTON GREEN ALPHA FUND) |
49.75%
Oct 2018 – Oct 2021 |
31.13%
Jan 2016 – Jan 2021 |
12.92%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart