Shelton Capital Management

Statistics as of Apr 02, 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 Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▼
Derivative Income
Expense Ratio
0.67%
TTM Yield
9.9%
3yr Sharpe
0.24
YTD Return
-2.3%
3yr Return
24.2%
1yr Return
6.5%
Total Assets
$868M
6M Money Flow
$120M
Intermediate Government
Expense Ratio
0.76%
TTM Yield
3.1%
3yr Sharpe
-0.75
YTD Return
2.9%
3yr Return
1.9%
1yr Return
4.3%
Total Assets
$14M
6M Money Flow
-$888K
Nontraditional Bond
Expense Ratio
0.99%
TTM Yield
5.3%
3yr Sharpe
-0.27
YTD Return
1.5%
3yr Return
8.7%
1yr Return
5.9%
Total Assets
$36M
6M Money Flow
-$954K
Small Blend
Expense Ratio
0.88%
TTM Yield
1.1%
3yr Sharpe
-0.20
YTD Return
-7.5%
3yr Return
1.4%
1yr Return
0.4%
Total Assets
$48M
6M Money Flow
-$2M
Diversified Emerging Mkts
Expense Ratio
1.29%
TTM Yield
4.0%
3yr Sharpe
-0.16
YTD Return
3.2%
3yr Return
5.6%
1yr Return
2.4%
Total Assets
$23M
6M Money Flow
-$2M
Muni California Intermediate
Expense Ratio
0.80%
TTM Yield
2.3%
3yr Sharpe
-0.79
YTD Return
-0.5%
3yr Return
2.7%
1yr Return
0.8%
Total Assets
$35M
6M Money Flow
-$3M
Foreign Large Blend
Expense Ratio
0.99%
TTM Yield
3.5%
3yr Sharpe
-0.04
YTD Return
6.3%
3yr Return
12.0%
1yr Return
6.3%
Total Assets
$40M
6M Money Flow
-$4M
Mid-Cap Blend
Expense Ratio
0.64%
TTM Yield
1.0%
3yr Sharpe
-0.03
YTD Return
-4.3%
3yr Return
13.6%
1yr Return
0.6%
Total Assets
$101M
6M Money Flow
-$6M
Large Blend
Expense Ratio
0.43%
TTM Yield
1.0%
3yr Sharpe
0.28
YTD Return
-3.4%
3yr Return
29.2%
1yr Return
9.9%
Total Assets
$270M
6M Money Flow
-$11M
Mid-Cap Growth
Expense Ratio
1.25%
TTM Yield
0.2%
3yr Sharpe
-0.63
YTD Return
-5.0%
3yr Return
-25.3%
1yr Return
-7.7%
Total Assets
$75M
6M Money Flow
-$22M
Large Growth
Expense Ratio
0.51%
TTM Yield
0.3%
3yr Sharpe
0.26
YTD Return
-6.7%
3yr Return
33.6%
1yr Return
8.4%
Total Assets
$2B
6M Money Flow
-$112M