Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SISLX (Shelton International Select Equity Fund – Investor Class) | 9.38% | 21.77% | 15.22% | 5.84% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SISLX (Shelton International Select Equity Fund – Investor Class) | 01/04/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.81 | 21.77 | 15.22 | 5.84 | NA | NA | NA | … | … | 9.38 | 30.32 | 3.44 | 13.64 | -19.48 | 5.97 | 17.64 | 22.25 | -13.40 | 32.71 |
| Sharpe Ratio | NA | 1.50 | 0.94 | 0.24 | NA | NA | NA | … | … | 1.35 | 1.90 | -0.02 | 0.84 | -0.96 | 0.55 | 0.68 | 1.98 | -1.02 | 3.81 |
| Standard Deviation(%) | NA | 14.52 | 13.73 | 15.32 | NA | NA | NA | … | … | 18.35 | 14.50 | 11.48 | 11.97 | 21.97 | 10.88 | 25.59 | 10.48 | 14.48 | 8.54 |
| Draw Down(%) | NA | 11.99 | 14.28 | 32.85 | NA | NA | NA | … | … | 11.99 | 14.28 | 8.88 | 13.44 | 32.12 | 6.42 | 29.83 | 7.79 | 22.02 | 3.20 |
| Yield(%) | 0.00 | 1.19 | 2.24 | 2.29 | 2.64 | 1.76 | 1.32 | … | … | 0.00 | 1.39 | 3.53 | 1.90 | 5.77 | 0.42 | 0.65 | 2.45 | 0.84 | 2.42 |
Data as of 06/10/2026, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SISLX (Shelton International Select Equity Fund – Investor Class) |
-2.86%
Sep 2019 – Sep 2022 |
-0.44%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SISLX (Shelton International Select Equity Fund – Investor Class) |
20.34%
Sep 2022 – Sep 2025 |
9.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart