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NDXKX — Shelton Nasdaq-100 Index K

Data as of 2026-10-02 · US · Growth · window 2016-10-02 → 2026-10-02 (10.0 years) · returns assume dividends reinvested, net of fund fees · Market Data from Tiingo.com

What the history says

NDXKX
Total return+577.14%
Annualised (CAGR)+21.08%
Volatility (annualised)+19.19%
Sharpe (rf = 0)1.10
Deepest drawdown-35.59%
Drawdown peak → trough2021-11-19 → 2022-11-03
Dividend yield (12m distributions)2.94% (as of 2026-10-02)

Over the 10.0 years to 2026-10-02 the fund returned +577.14% in total (+21.08% a year), with a deepest drawdown of -35.59% from 2021-11-19 to 2022-11-03. Its worst calendar year was 2022 (-32.98%), its best 2023 (+53.99%).

Every calendar year

Calendar-year returns (net of fees, dividends reinvested)
YearNDXKX
2026+22.01%
2025+20.65%
2024+35.01%
2023+53.99%
2022-32.98%
2021+26.72%
2020+47.86%
2019+37.58%
2018-1.67%
2017+30.57%
2016-0.25%

Common questions

How much has NDXKX returned over the last 10 years?

+577.14% in total, which works out to +21.08% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.

What was NDXKX's worst year?

2022 — its calendar-year return was -32.98% (net of fees, dividends reinvested). Its best year was 2023 (+53.99%).

How deep was NDXKX's worst drawdown?

-35.59%, from a peak on 2021-11-19 to a trough on 2022-11-03. From that trough it took 405 days (about 13.3 months) to climb back to the earlier peak.

Does NDXKX pay dividends?

Over the last 12 months it distributed 2.94% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.

What this page does not say

It does not say NDXKX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -35.59% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.

Run your own window, add fees or a second fund: open NDXKX in the tool. History is shown as history, never sold as a forecast.

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