Shelton S&P Smallcap Index Investor (SMCIX) NASDAQ

If you invested $1000 in Shelton S&P Smallcap Index Investor (SMCIX) 10 years ago, it would be worth $1,856.48 as of June 02, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $967.43, while $1000 invested 1 year ago would be worth $1,323.43. This corresponds to total returns of 85.65%, -3.26%, 32.34%, respectively, with annualized returns of 6.38%, -0.66%, 32.34%.

Custom investment amounts or purchase dates can also be explored using the Stoculator calculator. Past performance does not guarantee future results.