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Shelton Sustainable Equity Investor (NEXTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.87+0.43 (+1.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.88%
5-year average return12.19%
Number of years up6
Number of years down4
Best 1-yr total return (2 May 2024)113.87%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return113.87%
Worst 3-yr total return-8.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNEXTXCategory
YTD-3.88%10.80%
1-month-6.23%4.43%
3-month2.30%7.00%
1-year-3.10%48.17%
3-year-10.35%21.26%
5-year12.01%20.18%
10-year8.53%14.07%
Last bull market23.67%27.14%
Last bear market-16.90%-21.26%

Annual total return (%) history

Year
NEXTXCategory
2024
N/AN/A
2023
2.11%N/A
2022
-26.80%N/A
2021
2.65%N/A
2020
113.87%39.26%
2019
43.72%32.52%
2018
-18.90%-6.65%
2017
29.52%23.91%
2016
-4.27%6.03%
2015
0.82%-0.95%
2014
-1.48%7.00%
2013
N/A34.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.51%N/AN/AN/A
20236.41%0.85%-12.19%8.36%
2022-8.44%-16.90%-3.82%0.03%
20212.90%9.28%-4.61%-4.31%
2020-18.32%38.48%30.74%44.62%
201921.45%8.19%-1.66%11.23%
2018-4.95%-2.31%0.61%-13.18%
20179.36%10.43%4.34%2.78%
2016-3.53%-1.69%2.79%-1.81%
20155.47%-1.30%-14.91%13.82%
20145.39%1.60%-5.79%-2.33%
201315.47%12.10%14.42%N/A

Rank in category (by total return)

YTD92
1-month51
3-month65
1-year100
3-year92
5-year8

Load adjusted returns

1-year-3.10%
3-year-10.35%
5-year12.01%
10-year8.53%