Shelton Capital Management

Statistics as of May 27, 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
Large Blend
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
0.48
YTD Return
0.5%
3yr Return
46.6%
1yr Return
12.0%
Total Assets
$277M
6M Money Flow
-$13M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
0.55
YTD Return
1.6%
3yr Return
70.3%
1yr Return
13.3%
Total Assets
$2B
6M Money Flow
-$112M
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
0.06
YTD Return
-3.4%
3yr Return
22.0%
1yr Return
2.3%
Total Assets
$101M
6M Money Flow
-$6M
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
0.2%
3yr Sharpe
-0.46
YTD Return
2.4%
3yr Return
-9.1%
1yr Return
-4.3%
Total Assets
$76M
6M Money Flow
-$23M
Small Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
-0.15
YTD Return
-8.5%
3yr Return
6.8%
1yr Return
-1.4%
Total Assets
$47M
6M Money Flow
-$2M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
3.2%
3yr Sharpe
0.20
YTD Return
13.4%
3yr Return
28.2%
1yr Return
10.0%
Total Assets
$41M
6M Money Flow
-$5M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
3.8%
3yr Sharpe
0.05
YTD Return
9.2%
3yr Return
21.4%
1yr Return
6.6%
Total Assets
$24M
6M Money Flow
-$2M
Derivative Income
Expense Ratio
0.00%
TTM Yield
9.6%
3yr Sharpe
0.41
YTD Return
0.2%
3yr Return
34.6%
1yr Return
9.3%
Total Assets
$893M
6M Money Flow
$92M
Intermediate Government
Expense Ratio
0.00%
TTM Yield
3.2%
3yr Sharpe
-0.65
YTD Return
0.8%
3yr Return
0.3%
1yr Return
2.5%
Total Assets
$13M
6M Money Flow
-$243K
Nontraditional Bond
Expense Ratio
0.00%
TTM Yield
5.2%
3yr Sharpe
-0.19
YTD Return
2.9%
3yr Return
13.5%
1yr Return
6.9%
Total Assets
$36M
6M Money Flow
-$962K
Muni California Intermediate
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
-0.70
YTD Return
-1.6%
3yr Return
2.5%
1yr Return
0.4%
Total Assets
$34M
6M Money Flow
-$2M