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Shelton Green Alpha Fund - Institutional: (MF: NEXIX)
(NASDAQ Mutual Funds) As of Jun 5, 2025 08:00 PM ET
$32.04 USD
-0.03 (-0.09%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -7.06 | 65 |
| 3 months | -10.07 | 61 |
| 6 months | -11.24 | 97 |
| 1 Year | -5.60 | 97 |
| 3 Year | NA | NA |
| 5 Year | NA | NA |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -10.84 |
| 5 Year | NA |
| 10 Year | NA |
| Since Inception | -2.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.41 | NA | NA | NA |
| 2024 | 2.56 | -3.15 | 5.36 | -6.63 |
| 2023 | 6.43 | 0.94 | -12.13 | 8.41 |
Annual Return
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| % Total Return | -7.06 | -2.28 | 2.34 |
| % Total Return Rel to Index | -2.14 | -27.30 | -23.89 |
| % Total Return Rel to Peer | -1.58 | -21.67 | -20.65 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 |
| % Dividends | 0.00 | 0.10 | 0.08 |
| % Yield | 0.00 | 0.34 | 0.33 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.00 | 0.97 |
* 1 = Top 20%, 5 = Bottom 20%