NQQQX
Nasdaq-100 Index Fund
SHELTON FUNDS
Index fund

Average annual returns

No trailing-return data available for this share class.

Risk statistics

78 months through Feb. 28, 2026
Volatility (ann.)
14.95%
Sharpe
1.85
Sortino
4.19
Max drawdown
-30.10%
Best month
15.16%
Worst month
-13.43%
Beta vs VTSAX
-0.27
Correlation
-0.22

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.