Shelton Capital Management

Statistics as of Jun 06, 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
0.43%
TTM Yield
1.0%
3yr Sharpe
0.61
YTD Return
2.4%
3yr Return
50.7%
1yr Return
13.1%
Total Assets
$282M
6M Money Flow
-$11M
Large Growth
Expense Ratio
0.51%
TTM Yield
0.3%
3yr Sharpe
0.73
YTD Return
3.7%
3yr Return
75.1%
1yr Return
14.8%
Total Assets
$2B
6M Money Flow
-$112M
Mid-Cap Blend
Expense Ratio
0.64%
TTM Yield
1.0%
3yr Sharpe
0.14
YTD Return
-1.9%
3yr Return
24.1%
1yr Return
4.3%
Total Assets
$103M
6M Money Flow
-$6M
Mid-Cap Growth
Expense Ratio
1.25%
TTM Yield
0.2%
3yr Sharpe
-0.32
YTD Return
5.4%
3yr Return
-7.1%
1yr Return
-0.5%
Total Assets
$78M
6M Money Flow
-$23M
Small Blend
Expense Ratio
0.88%
TTM Yield
1.1%
3yr Sharpe
-0.09
YTD Return
-6.4%
3yr Return
9.0%
1yr Return
1.2%
Total Assets
$48M
6M Money Flow
-$2M
Foreign Large Blend
Expense Ratio
0.99%
TTM Yield
3.2%
3yr Sharpe
0.25
YTD Return
16.4%
3yr Return
31.2%
1yr Return
13.8%
Total Assets
$42M
6M Money Flow
-$6M
Diversified Emerging Mkts
Expense Ratio
0.98%
TTM Yield
3.7%
3yr Sharpe
0.12
YTD Return
11.4%
3yr Return
25.0%
1yr Return
10.3%
Total Assets
$24M
6M Money Flow
-$2M
Derivative Income
Expense Ratio
0.67%
TTM Yield
9.5%
3yr Sharpe
0.51
YTD Return
1.7%
3yr Return
37.6%
1yr Return
10.4%
Total Assets
$909M
6M Money Flow
$80M
Intermediate Government
Expense Ratio
0.76%
TTM Yield
3.2%
3yr Sharpe
-0.80
YTD Return
1.0%
3yr Return
1.5%
1yr Return
1.2%
Total Assets
$13M
6M Money Flow
-$1M
Nontraditional Bond
Expense Ratio
0.74%
TTM Yield
5.2%
3yr Sharpe
-0.04
YTD Return
3.6%
3yr Return
14.0%
1yr Return
6.3%
Total Assets
$36M
6M Money Flow
-$1M
Muni California Intermediate
Expense Ratio
0.80%
TTM Yield
2.3%
3yr Sharpe
-0.81
YTD Return
-1.7%
3yr Return
2.2%
1yr Return
-0.3%
Total Assets
$34M
6M Money Flow
-$1M