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SCM Trust - Shelton BDC Income Fund (LOAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.640.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return10.97%
5-year average return0.00%
Number of years up3
Number of years down3
Best 1-yr total return (3 Feb 2019)25.32%
Worst 1-yr total return (3 Feb 2019)-9.00%
Best 3-yr total return25.32%
Worst 3-yr total return2.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLOAIXCategory
YTD28.61%23.64%
1-month-0.92%-3.05%
3-month3.26%5.29%
1-year30.98%61.45%
3-year10.05%10.74%
5-year8.29%14.55%
10-year0.00%11.64%
Last bull market0.00%28.35%
Last bear market0.00%-25.24%

Annual total return (%) history

Year
LOAIXCategory
2021
N/AN/A
2020
-9.00%-1.15%
2019
25.32%28.39%
2018
-4.80%-14.21%
2017
3.94%16.72%
2016
15.98%19.09%
2015
-3.28%-0.87%
2014
N/A4.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202112.94%N/AN/AN/A
2020-40.69%26.24%4.19%16.66%
201913.09%1.99%5.64%2.86%
2018-3.06%5.09%5.42%-11.36%
20175.79%-0.18%1.35%-2.89%
20161.67%2.86%8.34%2.37%
20154.34%-1.45%-7.15%1.30%
2014-3.95%-2.44%N/AN/A

Rank in category (by total return)

YTD66
1-month26
3-month21
1-year81
3-year64
5-year99

Load adjusted returns

1-year46.65%
3-year7.53%
5-year7.27%
10-yearN/A