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Shelton Tactical Credit Investor DEBTX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | DEBTX | Replication |
|---|---|---|
| Annualized growth | 2.1% | 2.5% |
| Annualized volatility | 4.6% | 3.9% |
| Sharpe ratio | 0.48 | 0.66 |
| Maximum drawdown | 10.3% | 11.2% |
| Replication fit (R²) | 0.73 · Tracking error 2.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model DEBTX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPHY | FI · High Yield | 28.1% |
| VCSH | FI · Short Corp | 23.3% |
| MUB | FI · Municipal | 21.1% |
| BKLN | FI · Senior Bank Loans | 20.9% |
| VCLT | FI · Long Corp | 6.6% |