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Shelton Tactical Credit Institutional (DEBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.25-0.01 (-0.10%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.38%
5-Year Average Return2.68%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 13, 2024)11.90%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return11.90%
Worst 3-Yr Total Return1.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDEBIXCategory
YTD2.27%1.90%
1-Month1.20%0.35%
3-Month2.07%1.41%
1-Year7.69%7.92%
3-Year0.41%3.65%
5-Year2.44%3.77%
10-Year2.65%2.82%
Last Bull Market10.20%6.13%
Last Bear Market-5.75%-3.74%

Annual Total Return (%) History

Year
DEBIXCategory
2024
N/AN/A
2023
5.70%N/A
2022
-7.27%N/A
2021
7.09%N/A
2020
5.89%3.44%
2019
3.80%6.69%
2018
2.53%-1.17%
2017
3.30%4.06%
2016
4.27%5.28%
2015
-0.97%-1.41%
2014
11.90%1.24%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.97%N/AN/AN/A
20230.48%0.88%-1.75%6.13%
2022-3.11%-5.75%-0.48%2.03%
20214.81%2.29%0.63%-0.73%
2020-14.18%10.30%5.18%6.36%
20192.66%1.54%-0.27%-0.16%
20180.28%3.33%3.11%-4.04%
20172.85%1.59%0.54%-1.66%
20161.02%3.80%1.42%-1.94%
20150.61%-3.49%-0.57%2.58%
20147.80%2.56%0.75%0.46%

Rank In Category (By Total Return)

YTD38
1-Month44
3-Month22
1-Year40
3-Year55
5-Year48

Load Adjusted Returns

1-Year7.69%
3-Year0.41%
5-Year2.44%
10-Year2.65%