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Shelton Nasdaq-100 Index Investor (NASDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.94+0.70 (+1.99%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.38%
5-Year Average Return18.41%
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (May 1, 2024)54.67%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return54.67%
Worst 3-Yr Total Return8.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNASDXCategory
YTD8.64%12.38%
1-Month1.22%5.09%
3-Month8.64%10.28%
1-Year39.19%41.70%
3-Year12.22%22.56%
5-Year20.41%21.98%
10-Year18.12%15.99%
Last Bull Market41.84%25.99%
Last Bear Market-22.40%-17.29%

Annual Total Return (%) History

Year
NASDXCategory
2024
N/AN/A
2023
54.58%N/A
2022
-32.66%N/A
2021
27.37%N/A
2020
48.59%35.86%
2019
38.26%31.90%
2018
-1.23%-2.09%
2017
31.25%27.67%
2016
6.44%3.23%
2015
9.16%3.60%
2014
18.96%10.00%
2013
36.96%33.92%
2012
18.53%15.34%
2011
3.67%-2.46%
2010
19.63%15.53%
2009
54.67%35.68%
2008
-41.51%-40.67%
2007
18.18%13.35%
2006
6.81%7.05%
2005
1.23%6.71%
2004
10.09%7.81%
2003
48.21%28.66%
2002
-37.41%-27.64%
2001
-33.36%-22.30%
2000
N/A-13.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.64%N/AN/AN/A
202320.66%15.28%-2.92%14.48%
2022-9.04%-22.40%-4.54%-0.06%
20211.93%11.24%1.00%11.21%
2020-10.09%29.97%12.49%13.05%
201916.91%3.70%0.94%12.98%
20182.70%6.12%7.90%-16.00%
201711.67%3.97%6.08%6.58%
2016-2.24%-1.02%10.23%-0.21%
20152.58%1.60%-4.79%10.01%
20140.28%7.15%5.22%5.22%
20136.38%3.44%11.46%11.67%
201221.04%-4.90%6.91%-3.68%
20115.38%-0.22%-8.06%7.24%
20105.32%-10.96%14.70%11.21%
20092.63%19.87%16.31%8.09%
2008-14.23%2.95%-13.06%-23.81%
20070.91%9.01%7.85%-0.38%
20063.66%-7.49%4.81%6.28%
2005-8.33%0.53%7.18%2.48%
2004-2.15%5.22%-7.05%15.04%
20033.19%18.15%8.17%12.39%
2002-7.73%-28.11%-19.92%17.84%
2001-33.19%16.43%-36.55%35.02%
2000-14.07%-5.37%-34.30%N/A

Rank In Category (By Total Return)

YTD87
1-Month86
3-Month87
1-Year42
3-Year13
5-Year3

Load Adjusted Returns

1-Year39.19%
3-Year12.22%
5-Year20.41%
10-Year18.12%