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Shelton Sustainable Equity Fund Investor Class: (MF: NEXTX)
(NASDAQ Mutual Funds) As of May 5, 2025 08:00 PM ET
$29.10 USD
-0.18 (-0.62%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.47 | 60 |
| 3 months | -6.47 | 60 |
| 6 months | -12.73 | 99 |
| 1 Year | -11.08 | 98 |
| 3 Year | -9.38 | 99 |
| 5 Year | 12.86 | 83 |
| 10 Year | 7.52 | 78 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -11.08 |
| 5 Year | 12.86 |
| 10 Year | 7.53 |
| Since Inception | 10.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.47 | NA | NA | NA |
| 2024 | 2.51 | -3.22 | 5.28 | -6.69 |
| 2023 | 6.41 | 0.85 | -12.19 | 8.36 |
| 2022 | -8.43 | -16.90 | -3.82 | 0.02 |
| 2021 | 2.90 | 9.27 | -4.60 | -4.29 |
| 2020 | -18.32 | 38.48 | 30.74 | 44.60 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.47 | -2.54 | 2.11 | -26.79 | 2.66 | 113.85 | 43.71 | -18.89 | 29.51 | -4.27 | 0.82 |
| % Total Return Rel to Index | -2.20 | -27.56 | -24.13 | -8.59 | -26.02 | 95.45 | 12.22 | -14.50 | 7.72 | -16.21 | -0.56 |
| % Total Return Rel to Peer | -1.44 | -21.93 | -20.88 | -7.09 | -19.39 | 93.93 | 15.28 | -12.03 | 8.83 | -12.09 | 2.42 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 4.00 | 5.00 | 1.00 | 1.00 | 5.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.06 | 0.06 | 0.10 | 0.36 | 0.00 | 0.03 | 0.00 | 0.04 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.19 | 0.18 | 0.34 | 0.80 | 0.00 | 0.15 | 0.00 | 0.25 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.61 | 0.45 | 0.01 | 0.22 | 0.46 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.25 | 1.23 | 1.16 | 1.16 | 1.28 | 1.34 | 1.30 | 1.30 | 1.31 | 1.34 |
* 1 = Top 20%, 5 = Bottom 20%