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
2003 2.8 0.8 0 0 0 0 0 0 0 0 0 0 0
2004 3.4 5.6 5.1 2.9 -2.3 -7.6 3.2 4.5 -2.8 -2.2 -1.6 1.6 9.5
2005 -1.7 5.8 -1.5 1.3 -1.5 7.2 -3.1 8.4 -4.3 -1.8 -0.5 -5.9 1.2
2006 -1.8 3.3 4.6 4.6 4.5 -4.1 -0.5 -7.1 -0.2 1.9 -2.1 3.7 6.1
2007 -0.4 -6.5 7 4.9 2.9 -0.2 0.2 3 5.5 0.5 -1.6 1.8 17.7
2008 2.1 -10.9 -16.1 -15 1.5 0.4 -9.6 5.9 7.5 2.1 -5.3 -11.5 -41.7
2009 5.3 5.8 -3.1 5.7 1.5 8.5 2.8 2.9 12.7 11.2 -5.5 -2.3 53.8
2010 4.8 -0.4 6.3 12.8 -5.2 7.2 -6.1 -7.3 2.9 7.6 4.4 -6.3 20
2011 -0.7 -2.6 10.4 -4.7 -5 1.6 -2.1 -1.2 2.8 -0.7 3.2 2.7 3
2012 -0.4 0.9 -4.5 1 4.7 1.1 3.5 -7.3 -1 4.9 6.2 8.5 18
2013 2.9 3.5 4.7 5 -0.5 6.5 -2.3 3.3 2.4 3.2 0.4 2.7 36.4
2014 -2.2 4.5 2.8 -0.9 5 1 3 4.5 -0.6 -2.9 5.2 -2 18.3
2015 -1.5 0.4 13.4 -5.5 -5.6 4.3 -2.5 2.5 1.6 -2.3 7.1 -2.2 8.6
2016 0.9 0.4 -1.7 2 0.8 7 -2.3 4.1 -2.8 6.5 -1.3 -7.1 5.9
2017 0.5 2.3 3.8 0.1 1.8 4.1 -2.4 3.7 2.6 1.8 4.3 5 31
2018 -8.9 0.4 -8.2 -0.1 5.2 2.5 0.9 5.1 -0.1 -3.8 -1.6 8.4 -1.7
2019 4 -2.9 4.3 0.7 -2.1 2.1 7.7 -8.4 5.1 3.7 2.9 9.5 28.3
2020 5.1 11 -3.2 -6.9 11.1 7.4 6.2 6.2 15.2 -7.5 -5.8 3 46.2
2021 1.2 -0.6 7.8 -5.7 4.2 2.7 6.3 -1.3 8.5 -1.1 2.4 -2 23.6
2022 -9 2.4 3.9 -10.6 -5.2 12.5 -9 -1.6 -13.4 4.2 -4.6 -8.6 -35
2023 5.5 2.7 -2.1 -5.1 -1.3 3.5 6.5 7.6 0.4 9.4 -0.4 10.6 42.7
2024 0.28 1.15 1.82