Shelton Capital Management

  • Shelton Nasdaq-100 Index Fund

Shelton Nasdaq-100 Index Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2000 -6.1 -24.5 -8.1 -13.1 12.7 -4 12.9 -11.4 -14.3 4.2 17.8 0 0
2001 -1.2 17 16.8 -20.8 -12.8 -8.1 1.5 -3 17.9 -17.9 -26.4 10.4 -33.6
2002 -12.9 14.3 18.3 -11.6 -1.6 -7.9 -13.6 -5.2 -12.2 6.6 -12.2 -1.5 -37.4
2003 2.8 0.8 8.5 -2.9 5.3 5.9 0.3 8.5 8.5 1.2 2.4 -0.4 0
2004 3.4 5.6 5.3 2.9 -2.3 -7.6 3.2 4.8 -2.8 -2.2 -1.6 1.6 10.1
2005 -1.7 5.8 -1.5 1.3 -1.5 7.5 -3.3 8.7 -4.3 -1.8 -0.5 -6.1 1.2
2006 -1.8 3.5 4.6 4.6 4.8 -4.3 -0.3 -7 -0.2 1.9 -2.3 4.1 6.8
2007 -0.4 -6.6 7.1 5 2.9 -0.2 0.2 3.2 5.4 0.5 -1.6 2.1 18.2
2008 2 -11 -16 -14.9 1.5 0.7 -9.6 6.1 7.4 2.1 -5 -11.5 -41.5
2009 5.2 5.9 -3 5.6 1.5 8.6 3 2.8 13.1 11 -5.4 -2.3 54.7
2010 4.8 -0.2 6.4 12.9 -5.1 7.1 -6 -7.3 2.2 7.6 4.3 -6.2 19.6
2011 -0.5 -2.5 10.6 -4.7 -5 1.5 -1.9 -1.2 2.9 -0.7 3.1 2.9 3.7
2012 -0.3 1 -4.4 0.8 4.9 1.1 3.5 -7.2 -1 5 6.2 8.5 18.5
2013 3 3.5 4.8 5 -0.5 6.7 -2.4 3.4 2.5 3 0.6 2.6 37
2014 -2.2 4.6 2.8 -0.9 5.1 1 3.1 4.4 -0.4 -2.8 5.2 -2 19
2015 -1.4 0.5 13.3 -5.4 -5.5 4.3 -2.4 2.5 1.6 -2.2 7.1 -2.1 9.2
2016 1 0.4 -1.6 2 0.9 7.1 -2.4 4.2 -2.7 6.5 -1.3 -7.1 6.4
2017 0.7 2.8 3.8 0.1 1.7 4.2 -2.3 3.7 2.6 1.9 4.3 5.1 32.3
2018 -8.8 0.4 -8.2 -0.1 5.3 2.6 1 5.2 -0.1 -3.8 -1.6 8.4 -1.2
2019 3.9 -2.6 4.3 0.6 -2.1 2.2 7.6 -8.4 5.1 3.7 2.9 9.6 28.7
2020 5.1 11.1 -3.3 -7 11.2 7.4 6.3 6.1 15.2 -7.5 -5.8 3.1 46.5
2021 1.1 -0.5 7.8 -5.7 4.2 2.8 6.4 -1.2 5.9 3.9 -0.1 -1.8 24.1
2022 -9.1 2.5 4 -10.7 -5.2 12.6 -9.1 -1.6 -13.4 4.1 -4.6 -8.5 -34.9
2023 5.4 3.1 -2.1 -5.1 -1.3 3.6 6.5 7.7 0.5 9.4 -0.4 10.6 43.2
2024 -1.39 1.1 1.86