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 $1,914.44 as of June 23, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,024.53, while $1000 invested 1 year ago would be worth $1,343.7. This corresponds to total returns of 91.44%, 2.45%, 34.37%, respectively, with annualized returns of 6.71%, 0.49%, 34.37%.

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