UK markets closed

Shelton Core Value Direct (EQTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.55+0.13 (+0.79%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.16%
5-year average return9.83%
Number of years up20
Number of years down7
Best 1-yr total return (2 May 2024)31.80%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.80%
Worst 3-yr total return4.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEQTIXCategory
YTD4.15%11.36%
1-month-3.81%1.08%
3-month2.43%5.12%
1-year15.91%28.59%
3-year6.67%9.08%
5-year9.68%8.21%
10-year8.51%7.85%
Last bull market19.41%22.28%
Last bear market-11.50%-18.84%

Annual total return (%) history

Year
EQTIXCategory
2024
N/AN/A
2023
18.34%N/A
2022
-10.25%N/A
2021
23.87%N/A
2020
6.98%4.24%
2019
25.38%18.81%
2018
-10.02%-5.81%
2017
12.71%13.46%
2016
11.23%7.25%
2015
-1.11%-0.37%
2014
13.43%8.01%
2013
31.80%16.58%
2012
12.16%7.95%
2011
1.85%-0.51%
2010
18.82%12.63%
2009
26.71%30.03%
2008
-31.56%-32.53%
2007
1.36%20.58%
2006
16.56%18.01%
2005
5.40%13.95%
2004
15.44%17.64%
2003
27.50%46.88%
2002
-12.63%-39.13%
2001
-5.81%-14.50%
2000
-1.19%-8.35%
1999
3.91%219.54%
1998
13.15%N/A
1997
29.29%N/A
1996
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.28%N/AN/AN/A
20234.36%5.33%-1.10%8.85%
2022-2.49%-11.50%-5.15%9.64%
20218.58%7.64%-1.72%7.85%
2020-17.22%12.99%3.36%10.67%
201911.68%3.53%2.18%6.12%
2018-2.12%0.53%4.28%-12.32%
20172.21%1.05%3.83%5.10%
20161.10%1.57%2.26%5.92%
2015-0.11%1.00%-8.63%7.28%
20141.50%5.29%0.98%5.11%
201311.78%3.30%4.42%9.30%
201210.24%-3.26%4.50%0.64%
20116.29%-0.12%-14.17%11.77%
20106.51%-9.89%11.98%10.55%
2009-12.65%18.63%14.13%7.13%
2008-7.02%-2.89%-5.23%-20.02%
20071.74%5.36%-0.55%-4.92%
20064.62%-1.54%4.90%7.87%
2005-1.16%2.72%3.76%0.04%
20044.40%0.65%1.11%8.65%
2003-3.43%14.73%3.17%11.54%
20022.85%-6.62%-12.44%3.91%
2001-8.10%3.77%-9.83%9.54%
20001.83%-4.79%6.31%-4.13%
19991.31%6.95%-10.84%7.57%
199812.12%0.88%-14.56%17.08%
19971.34%13.84%9.86%2.02%
19968.72%N/AN/AN/A

Rank in category (by total return)

YTD47
1-month71
3-month51
1-year21
3-year30
5-year14

Load adjusted returns

1-year15.91%
3-year6.67%
5-year9.68%
10-year8.51%