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SCM Shelton International Select Eq Inv (SISLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.72+0.10 (+0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.05%
5-year average return4.68%
Number of years up5
Number of years down2
Best 1-yr total return (4 Jul 2024)34.94%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return34.94%
Worst 3-yr total return-1.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSISLXCategory
YTD3.54%9.07%
1-month-1.85%-1.09%
3-month-0.68%5.12%
1-year6.21%33.76%
3-year-1.70%8.50%
5-year4.45%10.08%
10-year0.00%5.80%
Last bull market19.18%14.90%
Last bear market-15.25%-23.70%

Annual total return (%) history

Year
SISLXCategory
2024
N/AN/A
2023
13.64%N/A
2022
-19.47%N/A
2021
5.97%N/A
2020
17.64%9.30%
2019
22.25%21.59%
2018
-13.41%-14.59%
2017
34.94%25.12%
2016
N/A0.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.25%-0.68%N/AN/A
20237.62%2.94%-6.65%9.89%
2022-9.54%-15.25%-9.79%16.44%
20212.65%2.97%-2.51%2.84%
2020-19.31%17.43%7.58%15.40%
201912.20%3.51%-0.99%6.31%
2018-0.02%0.48%-0.52%-13.36%
20179.88%5.99%8.09%7.20%
2016-2.91%N/AN/AN/A

Rank in category (by total return)

YTD81
1-month58
3-month79
1-year89
3-year91
5-year84

Load adjusted returns

1-year6.21%
3-year-1.70%
5-year4.45%
10-yearN/A