Shelton Capital Management

Statistics as of Apr 04, 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.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Blend
Expense Ratio
0.64%
TTM Yield
1.1%
3yr Sharpe
-0.03
YTD Return
-14.9%
3yr Return
1.2%
1yr Return
-10.0%
Total Assets
$91M
6M Money Flow
-$6M
Large Blend
Expense Ratio
0.43%
TTM Yield
1.2%
3yr Sharpe
0.28
YTD Return
-13.5%
3yr Return
14.7%
1yr Return
-0.5%
Total Assets
$243M
6M Money Flow
-$11M
Small Blend
Expense Ratio
0.88%
TTM Yield
1.3%
3yr Sharpe
-0.20
YTD Return
-17.6%
3yr Return
-9.4%
1yr Return
-10.3%
Total Assets
$43M
6M Money Flow
-$2M
Foreign Large Blend
Expense Ratio
0.99%
TTM Yield
3.8%
3yr Sharpe
-0.04
YTD Return
-2.0%
3yr Return
2.5%
1yr Return
-2.6%
Total Assets
$37M
6M Money Flow
-$4M
Mid-Cap Growth
Expense Ratio
1.25%
TTM Yield
0.2%
3yr Sharpe
-0.63
YTD Return
-14.1%
3yr Return
-33.5%
1yr Return
-17.0%
Total Assets
$68M
6M Money Flow
-$22M
Large Growth
Expense Ratio
0.51%
TTM Yield
0.4%
3yr Sharpe
0.26
YTD Return
-17.1%
3yr Return
16.3%
1yr Return
-2.4%
Total Assets
$2B
6M Money Flow
-$112M
Derivative Income
Expense Ratio
0.67%
TTM Yield
10.9%
3yr Sharpe
0.24
YTD Return
-11.2%
3yr Return
12.6%
1yr Return
-2.3%
Total Assets
$792M
6M Money Flow
$120M
Diversified Emerging Mkts
Expense Ratio
1.29%
TTM Yield
4.4%
3yr Sharpe
-0.16
YTD Return
-4.9%
3yr Return
-3.5%
1yr Return
-5.4%
Total Assets
$21M
6M Money Flow
-$2M
Nontraditional Bond
Expense Ratio
0.99%
TTM Yield
5.4%
3yr Sharpe
-0.27
YTD Return
0.4%
3yr Return
7.3%
1yr Return
4.1%
Total Assets
$35M
6M Money Flow
-$954K
Muni California Intermediate
Expense Ratio
0.80%
TTM Yield
2.3%
3yr Sharpe
-0.79
YTD Return
0.2%
3yr Return
3.4%
1yr Return
1.7%
Total Assets
$35M
6M Money Flow
-$3M
Intermediate Government
Expense Ratio
0.76%
TTM Yield
3.1%
3yr Sharpe
-0.75
YTD Return
4.1%
3yr Return
3.2%
1yr Return
5.2%
Total Assets
$14M
6M Money Flow
-$888K