Nasdaq - Delayed Quote USD
Shelton S&P Smallcap Index Investor (SMCIX)
18.65
+1.51
+(8.81%)
At close: 8:04:08 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -21.13% |
| 5y Average Return | 10.76% |
| Number of Years Up | 21 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 8, 2025) | 39.76% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 39.76% |
| Worst 3Y Total Return | 1.35% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SMCIX
Category
- YTD
- -9.07%
- 20.19%
- 1-Month
- -6.23%
- 0.02%
- 3-Month
- -9.07%
- 4.36%
- 1-Year
- -4.04%
- 60.18%
- 3-Year
- 0.19%
- 11.32%
- 5-Year
- 14.70%
- 13.88%
- 10-Year
- 7.01%
- 11.19%
- Last Bull Market
- 21.75%
- 27.98%
- Last Bear Market
- -14.21%
- -24.08%
Annual Total Return (%) History
Year
SMCIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -9.07% | -- | -- | -- |
| 2024 | 2.27% | -3.25% | 10.04% | -0.88% |
| 2023 | 2.62% | 3.38% | -4.85% | 14.58% |
| 2022 | -5.87% | -14.21% | -5.13% | 8.87% |
| 2021 | 17.92% | 4.25% | -2.87% | 6.17% |
| 2020 | -32.66% | 22.10% | 3.40% | 30.99% |
| 2019 | 11.20% | 1.78% | -0.23% | 7.99% |
| 2018 | 0.50% | 8.53% | 4.38% | -20.17% |
| 2017 | 1.10% | 1.76% | 5.61% | 3.39% |
| 2016 | 2.65% | 3.51% | 6.49% | 10.51% |
| 2015 | 4.70% | -0.02% | -8.68% | 3.65% |
| 2014 | 0.61% | 1.92% | -6.56% | 10.19% |
| 2013 | 11.59% | 3.82% | 10.38% | 9.29% |
| 2012 | 12.42% | -3.81% | 5.55% | 2.55% |
| 2011 | 7.31% | 0.21% | -19.82% | 16.85% |
| 2010 | 8.11% | -8.85% | 9.88% | 16.79% |
| 2009 | -16.26% | 19.63% | 18.12% | 4.92% |
| 2008 | -7.54% | 0.44% | -1.19% | -25.47% |
| 2007 | 3.04% | 4.77% | -2.05% | -6.27% |
| 2006 | 12.67% | -4.61% | -1.03% | 7.74% |
| 2005 | -2.43% | 4.11% | 5.16% | 0.43% |
| 2004 | 6.11% | 3.02% | -1.39% | 13.16% |
| 2003 | -5.80% | 19.09% | 7.19% | 14.45% |
| 2002 | 6.36% | -6.81% | -18.16% | 5.22% |
| 2001 | -7.24% | 12.85% | -17.01% | 20.01% |
| 2000 | 6.40% | 1.06% | 2.58% | 0.57% |
| 1999 | -8.55% | 14.73% | -4.85% | 13.63% |
| 1998 | 10.28% | -4.84% | -20.77% | 16.78% |
| 1997 | -5.14% | 17.68% | 14.73% | -3.14% |
Rank in Category (By Total Return)
| YTD | 68 |
| 1-Month | 52 |
| 3-Month | 68 |
| 1-Year | 59 |
| 3-Year | 81 |
| 5-Year | 59 |
Load Adjusted Returns
| 1-Year | -4.04% |
| 3-Year | 0.19% |
| 5-Year | 14.70% |
| 10-Year | 7.01% |
Performance & Risk
| YTD Return | -21.13% |
| 5y Average Return | 10.76% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Shelton Capital Management |
| Net Assets | 47.71M |
| YTD Return | -9.07% |
| Yield | 1.06% |
| Morningstar Rating | |
| Inception Date | Oct 17, 2003 |
Fund Summary
The S&P SmallCap 600 Index includes common stocks of 600 small U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P SmallCap 600 Index so that the weighting of each stock in the portfolio approximates the index. The fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks.
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