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Shelton US Government Securities Fund;Direct

Ranked 252 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks safety from credit risk, liquidity and as high a level of income as is consistent with these objectives by investing in full faith and credit obligations of the U.S. Government and its agencies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.5% 0.6% 0.2%
2016 3.0% 3.6% 1.5% -0.5% -1.5%
2015 0.5% 1.2% -1.1% 1.3% -0.9%
2014 2.9% 0.7% 0.7% -0.1% 1.4%
2013 -2.8% -0.4% -1.8% 0.0% -0.7%
2012 0.8% -1.0% 1.8% 0.4% -0.4%
2011 7.0% -0.3% 2.1% 4.4% 0.6%
2010 6.1% 0.9% 5.5% 1.6% -1.9%
2009 -5.0% 0.4% -5.1% 3.2% -3.3%
2008 8.7% 2.6% -1.2% 2.0% 5.2%
2007 6.2% 1.1% -0.2% 2.4% 2.8%
2006 3.2% -0.1% -0.2% 2.9% 0.7%
2005 1.9% -0.3% 2.4% -0.7% 0.5%
2004 3.4% 1.7% -1.6% 2.6% 0.8%
2003 1.2% 0.6% 2.4% -1.0% -0.8%
2002 9.0% 0.3% 3.2% 4.7% 0.6%
2001 4.6% 2.0% -1.0% 4.4% -0.8%
2000 13.0% 2.7% 1.8% 2.7% 5.3%
1999 -4.9% -2.8% -1.7% 0.5% -1.0%
1998 12.1% 1.5% 3.7% 7.2% -0.6%
1997 9.3% -1.5% 3.4% 2.9% 4.3%
1996 -0.5% -5.9% -0.2% 1.6% 4.3%
1995 7.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/12/1985
  • Share Class size18Mn
  • Base currencyUSD
  • ISIN US82301Q7833

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.42%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).