Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/28/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WHVIX (SHELTON INTERNATIONAL SELECT EQUITY FUND (FORMERLY WHV INTERNATIONAL EQUITY FUND) CLASS I) | NA | 12.78% | -2.22% | -0.09% | NA | NA | NA | 7.85% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHVIX (SHELTON INTERNATIONAL SELECT EQUITY FUND (FORMERLY WHV INTERNATIONAL EQUITY FUND) CLASS I) | 12/23/2008 | 12/28/2017 |
The return data shown below all have the same latest date: 12/28/2017.
AR inception is since 12/23/2008.
AR inception is since 12/23/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.38 | 12.78 | -2.22 | -0.09 | NA | NA | NA | 7.85 | 12.36 | 4.37 | -19.23 | -9.59 | 14.45 | 12.16 | -14.73 | 16.35 | 69.67 | 6.67 |
| Sharpe Ratio | NA | 0.87 | -0.13 | -0.02 | NA | NA | NA | 0.34 | 0.87 | 0.21 | -0.95 | -0.66 | 1.09 | 0.68 | -0.52 | 0.74 | 1.74 | NA |
| Standard Deviation(%) | NA | 13.95 | 18.27 | 16.78 | NA | NA | NA | 22.71 | 13.59 | 19.33 | 20.20 | 14.62 | 13.22 | 18.02 | 28.48 | 22.04 | 40.01 | NA |
| Draw Down(%) | NA | 12.24 | 35.65 | 44.74 | NA | NA | NA | 44.74 | 12.24 | 14.92 | 26.26 | 24.68 | 9.28 | 16.05 | 31.59 | 18.22 | 24.47 | NA |
| Yield(%) | 0.00 | 0.00 | 1.25 | 1.18 | 1.35 | 0.90 | 0.68 | 1.51 | 0.00 | 1.39 | 2.73 | 0.96 | 0.86 | 0.48 | 0.35 | 0.19 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHVIX (SHELTON INTERNATIONAL SELECT EQUITY FUND (FORMERLY WHV INTERNATIONAL EQUITY FUND) CLASS I) |
-9.96%
Jan 2013 - Jan 2016 |
-7.15%
Feb 2011 - Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHVIX (SHELTON INTERNATIONAL SELECT EQUITY FUND (FORMERLY WHV INTERNATIONAL EQUITY FUND) CLASS I) |
26.33%
Feb 2009 - Feb 2012 |
18.39%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart