Nasdaq - Delayed Quote USD

Shelton S&P 500 Index K (SPXKX)

75.28
+0.07
+(0.09%)
As of 8:07:14 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.21%
5y Average Return 14.13%
Number of Years Up 18
Number of Years Down 3
Best 1Y Total Return (Jun 6, 2025) 31.30%
Worst 1Y Total Return (Jun 6, 2025) --
Best 3Y Total Return 31.30%
Worst 3Y Total Return 6.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SPXKX
Category
YTD
0.68%
5.31%
1-Month
6.21%
-4.19%
3-Month
-0.61%
3.90%
1-Year
12.43%
20.31%
3-Year
13.42%
6.48%
5-Year
14.89%
11.78%
10-Year
11.89%
10.96%
Last Bull Market
20.08%
25.56%
Last Bear Market
-16.26%
-15.11%

Annual Total Return (%) History

Year
SPXKX
Category
2025
--
--
2024
23.82%
--
2023
25.09%
22.32%
2022
-18.70%
-16.96%
2021
27.46%
26.07%
2020
17.20%
15.83%
2019
30.26%
28.78%
2018
-5.18%
-6.27%

2017
20.93%
20.44%
2016
11.35%
10.37%
2015
0.59%
-1.07%
2014
12.73%
10.96%
2013
31.30%
31.50%
2012
15.01%
14.96%
2011
1.77%
-1.27%
2010
14.03%
14.01%
2009
25.62%
28.17%
2008
-36.78%
-37.79%
2007
4.61%
6.16%
2006
14.79%
14.17%
2005
4.15%
5.88%
2004
10.06%
10.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.49% -- -- --
2024 10.34% 3.98% 5.64% 2.17%
2023 7.23% 8.44% -3.49% 11.47%
2022 -4.81% -16.26% -5.11% 7.49%
2021 5.90% 8.30% 0.29% 10.80%
2020 -19.87% 20.31% 8.47% 12.07%
2019 13.32% 4.11% 1.42% 8.87%
2018 -0.94% 3.13% 7.62% -13.75%
2017 5.71% 2.90% 4.24% 6.64%
2016 1.24% 2.22% 3.55% 3.90%

2015 0.77% 0.16% -6.67% 6.78%
2014 1.52% 4.94% 0.98% 4.78%
2013 10.41% 2.69% 4.99% 10.31%
2012 12.22% -2.96% 6.10% -0.47%
2011 5.76% 0.05% -13.84% 11.64%
2010 5.06% -11.60% 11.13% 10.48%
2009 -10.87% 15.52% 15.04% 6.05%
2008 -9.48% -2.90% -8.17% -21.68%
2007 0.48% 6.06% 1.84% -3.60%
2006 4.02% -1.67% 5.48% 6.40%
2005 -2.25% 1.18% 3.33% 1.91%
2004 1.48% 1.57% -2.09% 9.06%

Rank in Category (By Total Return)

YTD 58
1-Month 51
3-Month 53
1-Year 42
3-Year 48
5-Year 52

Load Adjusted Returns

1-Year 12.43%
3-Year 13.42%
5-Year 14.89%
10-Year 11.89%

Performance & Risk

YTD Return 2.21%
5y Average Return 14.13%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Shelton Capital Management
Net Assets 278.01M
YTD Return 0.68%
Yield 0.43%
Morningstar Rating
Inception Date Apr 20, 1992

Fund Summary

The S&P 500 Index includes the common stocks of 500 leading U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the index so that the weighting of each stock in the portfolio approximates the index. The fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks of the index.

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