Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHVAX (SHELTON INTERNATIONAL SELECT EQUITY FUND (FORMERLY WHV INTERNATIONAL EQUITY FUND) CLASS A) | NA | 18.16% | -2.50% | 1.62% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 08/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHVAX (SHELTON INTERNATIONAL SELECT EQUITY FUND (FORMERLY WHV INTERNATIONAL EQUITY FUND) CLASS A) | 08/07/2009 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.16 | -2.50 | 1.62 | NA | NA | NA | … | … | 21.12 | 4.18 | -19.46 | -9.82 | 14.15 | 11.95 | -15.05 | 16.10 | 16.16 |
| Sharpe Ratio | NA | 2.06 | -0.16 | 0.09 | NA | NA | NA | … | … | 3.28 | 0.21 | -0.97 | -0.67 | 1.07 | 0.67 | -0.53 | 0.73 | 1.99 |
| Standard Deviation(%) | NA | 8.53 | 17.41 | 15.81 | NA | NA | NA | … | … | 7.70 | 19.36 | 20.15 | 14.63 | 13.16 | 18.00 | 28.47 | 22.01 | 22.78 |
| Draw Down(%) | NA | 4.56 | 37.82 | 44.96 | NA | NA | NA | … | … | 3.20 | 14.94 | 26.36 | 24.75 | 9.30 | 16.08 | 31.66 | 18.23 | 7.95 |
| Yield(%) | 0.00 | 0.93 | 1.23 | 1.01 | 0.65 | 0.43 | 0.33 | … | … | 0.00 | 1.00 | 2.53 | 0.70 | 0.56 | 0.19 | 0.16 | 0.06 | 0.00 |
Data as of 10/31/2017, Common starting date is 08/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHVAX (SHELTON INTERNATIONAL SELECT EQUITY FUND (FORMERLY WHV INTERNATIONAL EQUITY FUND) CLASS A) |
-10.19%
Jan 2013 – Jan 2016 |
-7.38%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHVAX (SHELTON INTERNATIONAL SELECT EQUITY FUND (FORMERLY WHV INTERNATIONAL EQUITY FUND) CLASS A) |
13.14%
Sep 2011 – Sep 2014 |
6.87%
Sep 2009 – Sep 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart