Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UTSXX (Shelton Funds - The United States Treasury Trust) | 1.13% | 2.84% | 3.63% | 2.18% | 1.08% | 0.72% | -2.71% | -2.96% |
Data as of 08/04/2025, AR inception is 08/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTSXX (Shelton Funds - The United States Treasury Trust) | 08/27/1993 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.84 | 3.63 | 2.18 | 1.08 | 0.72 | -2.71 | -2.96 | 1.13 | 3.75 | 4.45 | 1.01 | 0.00 | 733.33 | -99.63 | -39.86 | 27.22 | 129.61 | 153.33 | -32.58 | -46.39 | -70.83 | 17.81 | 17.80 | -16.50 | 4.25 | -3.48 | -1.01 | 74.82 | -0.35 |
| Sharpe Ratio | NA | -0.34 | 0.23 | 0.55 | 0.24 | NA | NA | -0.05 | -1.50 | -2.49 | 0.16 | -0.86 | 0.00 | 0.03 | -0.32 | -3.77 | 1.85 | 5.16 | 10.51 | -0.41 | -4.31 | -1.96 | 0.26 | 2.27 | -3.11 | 0.14 | -0.75 | -0.96 | 7.53 | -0.66 |
| Standard Deviation(%) | NA | 0.93 | 1.10 | 100.98 | 100.98 | NA | NA | 102.60 | 0.73 | 1.14 | 1.29 | 0.43 | NA | 614.51 | 313.08 | 11.40 | 12.98 | 24.71 | 14.50 | 80.42 | 11.02 | 37.63 | 51.80 | 6.41 | 6.38 | 5.05 | 9.22 | 5.07 | 9.54 | 4.68 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 99.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 99.63 | 41.58 | 9.22 | 17.67 | 6.56 | 55.06 | 46.39 | 70.88 | 30.12 | 5.23 | 17.28 | 6.25 | 9.07 | 10.46 | 5.65 | 2.46 |
| Yield(%) | 0.00 | 2.80 | 3.56 | 2.15 | 1.08 | 0.72 | 0.28 | 0.12 | 1.12 | 4.29 | 4.35 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/04/2025, AR inception is 08/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTSXX (Shelton Funds - The United States Treasury Trust) |
-85.32%
Nov 2005 - Nov 2008 |
-56.20%
Nov 2003 - Nov 2008 |
-45.27%
Nov 1998 - Nov 2008 |
-31.32%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTSXX (Shelton Funds - The United States Treasury Trust) |
371.97%
Nov 2020 - Nov 2023 |
27.94%
Feb 2002 - Feb 2007 |
10.75%
Mar 2015 - Mar 2025 |
-6.36%
Dec 2005 - Dec 2020 |
Annualized Rolling Returns Comparison Chart