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Shelton S&P Midcap Index K (MIDKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.88+0.06 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.98%
5-year average return8.90%
Number of years up15
Number of years down5
Best 1-yr total return (1 Jul 2024)36.16%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return36.16%
Worst 3-yr total return5.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMIDKXCategory
YTD7.48%17.04%
1-month4.39%-0.01%
3-month3.33%5.47%
1-year24.58%50.44%
3-year3.63%13.15%
5-year11.02%13.75%
10-year8.75%11.35%
Last bull market29.10%25.95%
Last bear market-15.64%-22.55%

Annual total return (%) history

Year
MIDKXCategory
2024
N/AN/A
2023
15.06%N/A
2022
-13.71%N/A
2021
23.43%N/A
2020
11.32%12.39%
2019
25.45%26.21%
2018
-11.89%-11.15%
2017
15.15%15.93%
2016
20.45%14.14%
2015
-2.78%-4.75%
2014
8.85%7.80%
2013
32.51%34.10%
2012
16.35%16.15%
2011
-2.21%-3.81%
2010
24.97%22.52%
2009
36.16%37.39%
2008
-36.98%-39.18%
2007
6.77%4.85%
2006
9.01%14.03%
2005
11.48%9.25%
2004
15.27%16.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.72%-3.66%N/AN/A
20233.52%4.65%-4.38%11.09%
2022-5.09%-15.64%-2.50%10.54%
202113.13%3.39%-2.02%7.70%
2020-29.76%22.21%4.18%24.47%
201914.09%2.76%-0.14%7.16%
2018-1.05%3.97%3.74%-17.44%
20173.49%1.59%3.18%6.14%
20163.58%3.42%3.94%8.17%
20155.06%-1.24%-8.70%2.62%
20142.72%4.19%-4.16%6.12%
201313.39%0.83%7.35%7.97%
201213.05%-4.95%4.69%3.42%
20119.22%-0.94%-19.80%12.71%
20108.54%-9.71%12.79%13.05%
2009-8.65%18.29%19.24%5.67%
2008-9.13%5.23%-11.39%-25.63%
20075.43%5.54%-1.20%-2.88%
20067.28%-3.59%-1.28%6.76%
2005-0.53%4.09%4.44%3.09%
20044.94%0.69%-2.01%11.33%

Rank in category (by total return)

YTD36
1-month21
3-month29
1-year45
3-year56
5-year55

Load adjusted returns

1-year24.58%
3-year3.63%
5-year11.02%
10-year8.75%