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 $1,770.37 as of October 22, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $962.55, while $1000 invested 1 year ago would be worth $1,157.95. This corresponds to total returns of 77.04%, -3.75%, 15.79%, respectively, with annualized returns of 5.88%, -0.76%, 15.79%.

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