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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1251 | 1115 | 1251 | 1296 | 1979 | 2865 |
Fund Return | 25.09% | 11.47% | 25.09% | 9.04% | 14.63% | 11.1% |
Place in category | 608 | 880 | 608 | 616 | 559 | 328 |
% in Category | 42 | 57 | 42 | 50 | 50 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.75B | 10.36 | 11.13 | 17.86 | ||
Shelton Core Value Direct | 715.16M | 7.13 | 6.64 | 8.64 | ||
Shelton S&P 500 Index Direct | 271.95M | 11.10 | 9.15 | 12.32 | ||
Shelton S&P Midcap Index Direct | 107.67M | 7.71 | 4.16 | 9.43 | ||
Shelton Capital Management SP Smald | 49.69M | -0.95 | 2.01 | 8.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.99 | 207.49 | -1.04% | |
Microsoft | US5949181045 | 6.94 | 449.78 | +0.92% | |
Amazon.com | US0231351067 | 3.43 | 189.08 | +1.60% | |
NVIDIA | US67066G1040 | 3.03 | 126.57 | -3.22% | |
Alphabet A | US02079K3059 | 2.05 | 179.63 | +1.89% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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