Nasdaq - Delayed Quote USD

Shelton Emerging Markets Fund (EMSQX)

18.51
+0.13
+(0.71%)
At close: 8:04:39 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.34%
5y Average Return 11.86%
Number of Years Up 17
Number of Years Down 10
Best 1Y Total Return (May 20, 2025) 24.48%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 24.48%
Worst 3Y Total Return -1.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EMSQX
Category
YTD
3.57%
8.73%
1-Month
1.28%
1.20%
3-Month
2.23%
5.47%
1-Year
4.45%
41.79%
3-Year
5.18%
11.48%
5-Year
10.76%
12.18%
10-Year
4.37%
4.39%
Last Bull Market
0.34%
17.73%
Last Bear Market
-14.80%
-25.55%

Annual Total Return (%) History

Year
EMSQX
Category
2025
--
--
2024
1.66%
--
2023
15.43%
--
2022
-14.33%
--
2021
0.77%
--
2020
22.35%
17.90%
2019
18.30%
19.25%
2018
-10.15%
-16.07%

2017
24.48%
34.17%
2016
0.84%
8.47%
2015
-2.10%
-13.79%
2014
-2.42%
-3.01%
2013
6.87%
-0.14%
2012
23.47%
18.15%
2011
-20.80%
-19.86%
2010
21.00%
19.26%
2009
52.24%
73.81%
2008
-51.98%
-54.44%
2007
24.36%
36.68%
2006
9.02%
32.06%
2005
49.37%
31.54%
2004
4.02%
23.54%
2003
43.67%
55.19%
2002
-10.53%
-6.05%
2001
-29.61%
-3.83%
2000
-27.03%
-30.33%
1999
69.72%
70.56%
1998
-6.17%
-25.36%
1997
--
-2.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.26% -- -- --
2024 2.11% 1.51% 4.62% -6.26%
2023 9.90% 2.17% -3.13% 6.12%
2022 -2.72% -14.80% -8.51% 12.98%
2021 -0.05% 2.59% -3.25% 1.58%
2020 -28.27% 17.71% 10.37% 31.29%
2019 9.07% 1.23% -5.61% 13.51%
2018 6.79% -8.53% 1.57% -9.42%
2017 14.59% 2.85% 2.51% 3.03%
2016 3.22% 0.45% 5.54% -7.84%

2015 5.25% 1.43% -9.00% 0.77%
2014 -1.24% 1.33% 0.37% -2.84%
2013 5.31% -4.82% 5.22% 1.34%
2012 17.89% -6.25% 5.71% 5.67%
2011 0.60% -0.23% -23.91% 3.70%
2010 4.57% -7.07% 16.07% 7.29%
2009 -8.47% 35.82% 17.03% 4.64%
2008 -14.78% -4.32% -25.02% -21.45%
2007 3.37% 12.51% 11.30% -3.92%
2006 0.90% -3.26% 1.07% 10.50%
2005 2.68% 2.50% 19.30% 18.96%
2004 4.28% -8.21% -1.21% 10.00%
2003 -4.15% 13.49% 16.16% 13.69%
2002 -2.08% -3.03% -11.25% 6.16%
2001 -6.24% -3.33% -21.81% -0.67%
2000 -11.77% -6.45% -5.70% -6.24%
1999 10.44% 14.47% 10.81% 21.16%
1998 0.48% -11.43% -17.26% 27.42%
1997 18.53% -12.19% -16.80% --

Rank in Category (By Total Return)

YTD 43
1-Month 43
3-Month 38
1-Year 71
3-Year 33
5-Year 13

Load Adjusted Returns

1-Year 4.45%
3-Year 5.18%
5-Year 10.76%
10-Year 4.37%

Performance & Risk

YTD Return 9.34%
5y Average Return 11.86%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Shelton Capital Management
Net Assets 22.93M
YTD Return 3.57%
Yield 3.94%
Morningstar Rating
Inception Date May 31, 2006

Fund Summary

The fund primarily invests, under normal market conditions, at least 80% of its net assets (plus borrowings for investment purposes) in a combination of equity securities of foreign (i.e., non-U.S.) companies in "Emerging Markets" with a suitable potential for earnings growth. Under normal market conditions, the fund seeks to achieve its investment objective by investing primarily in a universe of stocks listed within the MSCI Emerging Markets Index.

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