Shelton Capital Management

Statistics as of May 01, 2025

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Found total of 11 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Derivative Income
Expense Ratio
0.67%
TTM Yield
10.0%
3yr Sharpe
0.41
YTD Return
-3.3%
3yr Return
31.4%
1yr Return
9.2%
Total Assets
$855M
6M Money Flow
$92M
Nontraditional Bond
Expense Ratio
0.99%
TTM Yield
5.3%
3yr Sharpe
-0.19
YTD Return
1.4%
3yr Return
10.7%
1yr Return
6.3%
Total Assets
$36M
6M Money Flow
-$962K
Diversified Emerging Mkts
Expense Ratio
1.29%
TTM Yield
4.0%
3yr Sharpe
0.05
YTD Return
3.3%
3yr Return
16.1%
1yr Return
4.0%
Total Assets
$23M
6M Money Flow
-$2M
Foreign Large Blend
Expense Ratio
0.99%
TTM Yield
3.4%
3yr Sharpe
0.20
YTD Return
7.9%
3yr Return
24.6%
1yr Return
8.4%
Total Assets
$40M
6M Money Flow
-$5M
Intermediate Government
Expense Ratio
0.76%
TTM Yield
3.1%
3yr Sharpe
-0.65
YTD Return
2.4%
3yr Return
2.7%
1yr Return
4.7%
Total Assets
$14M
6M Money Flow
-$243K
Muni California Intermediate
Expense Ratio
0.80%
TTM Yield
2.3%
3yr Sharpe
-0.70
YTD Return
-1.6%
3yr Return
3.8%
1yr Return
0.1%
Total Assets
$34M
6M Money Flow
-$2M
Small Blend
Expense Ratio
0.88%
TTM Yield
1.2%
3yr Sharpe
-0.15
YTD Return
-12.4%
3yr Return
5.1%
1yr Return
-2.3%
Total Assets
$45M
6M Money Flow
-$2M
Large Blend
Expense Ratio
0.43%
TTM Yield
1.1%
3yr Sharpe
0.48
YTD Return
-4.5%
3yr Return
40.4%
1yr Return
12.6%
Total Assets
$265M
6M Money Flow
-$13M
Mid-Cap Blend
Expense Ratio
0.64%
TTM Yield
1.0%
3yr Sharpe
0.06
YTD Return
-8.0%
3yr Return
18.2%
1yr Return
0.8%
Total Assets
$97M
6M Money Flow
-$6M
Large Growth
Expense Ratio
0.51%
TTM Yield
0.3%
3yr Sharpe
0.55
YTD Return
-5.8%
3yr Return
56.1%
1yr Return
14.6%
Total Assets
$2B
6M Money Flow
-$112M
Mid-Cap Growth
Expense Ratio
1.25%
TTM Yield
0.2%
3yr Sharpe
-0.46
YTD Return
-6.5%
3yr Return
-14.7%
1yr Return
-4.6%
Total Assets
$72M
6M Money Flow
-$23M