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Shelton Tactical Credit Fund - Investor Class: (MF: DEBTX)

(NASDAQ Mutual Funds) As of Nov 4, 2026 05:26 PM ET

$9.96 USD

+0.05 (0.50%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 0.03 41
3 months -1.91 48
6 months 0.86 28
1 Year 1.79 33
3 Year 6.64 12
5 Year 2.06 41
10 Year 3.81 14

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Sep 30, 2026

1 Year 1.79
5 Year 2.06
10 Year 3.81
Since Inception 4.49

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.82 2.83 -1.91 NA
2025 1.23 3.62 1.36 1.76
2024 1.90 1.16 4.10 -1.52
2023 0.38 0.81 -1.74 6.02
2022 -3.09 -5.82 -0.54 2.00
2021 4.72 2.25 0.49 -0.80

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.038.215.675.42-7.426.745.7711.54-1.613.3311.85
% Total Return Rel to Index 2.940.824.40-0.105.598.29-1.722.81-1.62-0.219.19
% Total Return Rel to Peer 0.661.551.28-1.752.726.69-1.263.29-0.70-0.268.33
% Perf Quintile vs Peer* 1.001.002.005.003.001.003.002.004.003.001.00
% Dividends 0.400.560.530.450.260.380.400.230.470.590.76
% Yield 5.135.255.035.312.483.273.622.124.705.486.92
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.991.081.241.521.972.313.602.581.681.650.00

* 1 = Top 20%, 5 = Bottom 20%