Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATFX (Shelton California Insured Intermediate) | NA | -47.08% | -17.99% | -10.70% | -4.27% | -1.28% | NA | … | … |
Data as of 02/19/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATFX (Shelton California Insured Intermediate) | 06/21/1996 | 02/19/2014 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -47.08 | -17.99 | -10.70 | -4.27 | -1.28 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 1.77 | 2.14 | 2.40 | 2.76 | 3.33 | 3.30 | … | … |
Data as of 02/19/2014, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATFX (Shelton California Insured Intermediate) |
-18.37%
Aug 2010 – Aug 2013 |
-10.72%
Jan 2009 – Jan 2014 |
-4.16%
Jan 2004 – Jan 2014 |
-1.29%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATFX (Shelton California Insured Intermediate) |
7.74%
May 2000 – May 2003 |
5.93%
Sep 1997 – Sep 2002 |
4.46%
Aug 1996 – Aug 2006 |
3.98%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart