Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NQQQX (Shelton Funds – Nasdaq-100 Index Fund) | 16.61% | 35.80% | 27.47% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQQQX (Shelton Funds – Nasdaq-100 Index Fund) | 03/07/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.56 | 35.80 | 27.47 | NA | NA | NA | NA | … | … | 16.61 | 21.11 | 25.73 | 54.47 | -17.31 |
| Sharpe Ratio | NA | 1.93 | 1.17 | NA | NA | NA | NA | … | … | 1.83 | 0.78 | 1.21 | 2.78 | -0.69 |
| Standard Deviation(%) | NA | 16.88 | 19.91 | NA | NA | NA | NA | … | … | 19.36 | 23.47 | 18.28 | 18.43 | 32.43 |
| Draw Down(%) | NA | 11.80 | 22.81 | NA | NA | NA | NA | … | … | 11.71 | 22.81 | 13.57 | 10.76 | 29.77 |
| Yield(%) | 0.00 | 4.29 | 8.28 | 5.85 | 2.92 | 1.95 | 1.46 | … | … | 0.11 | 4.48 | 10.33 | 10.91 | 2.87 |
Data as of 06/08/2026, Common starting date is 03/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQQQX (Shelton Funds – Nasdaq-100 Index Fund) |
14.07%
Apr 2022 – Apr 2025 |
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 |
|---|---|---|---|---|
| NQQQX (Shelton Funds – Nasdaq-100 Index Fund) |
32.99%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart