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SCM Trust - Shelton BDC Income Fund (LOAIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.64
0.00
(0.00%)
At close: 09:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★
Year-to-date return
10.97%
5-year average return
0.00%
Number of years up
3
Number of years down
3
Best 1-yr total return (3 Feb 2019)
25.32%
Worst 1-yr total return (3 Feb 2019)
-9.00%
Best 3-yr total return
25.32%
Worst 3-yr total return
2.78%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
LOAIX
Category
YTD
28.61%
23.64%
1-month
-0.92%
-3.05%
3-month
3.26%
5.29%
1-year
30.98%
61.45%
3-year
10.05%
10.74%
5-year
8.29%
14.55%
10-year
0.00%
11.64%
Last bull market
0.00%
28.35%
Last bear market
0.00%
-25.24%
Annual total return (%) history
Year
LOAIX
Category
2021
N/A
N/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/A
4.90%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2021
12.94%
N/A
N/A
N/A
2020
-40.69%
26.24%
4.19%
16.66%
2019
13.09%
1.99%
5.64%
2.86%
2018
-3.06%
5.09%
5.42%
-11.36%
2017
5.79%
-0.18%
1.35%
-2.89%
2016
1.67%
2.86%
8.34%
2.37%
2015
4.34%
-1.45%
-7.15%
1.30%
2014
-3.95%
-2.44%
N/A
N/A
Rank in category (by total return)
YTD
66
1-month
26
3-month
21
1-year
81
3-year
64
5-year
99
Load adjusted returns
1-year
46.65%
3-year
7.53%
5-year
7.27%
10-year
N/A
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