# Shelton S&P Smallcap Index Investor (SMCIX)

> Source: Nexqual · https://nexqual.com/SMCIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Shelton S&P Smallcap Index Investor (SMCIX), nexqual.com/SMCIX" · informational, not investment advice.

**Price:** USD 23.92 (-0.42% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 24.02 · day 23.92–23.92 · 52w 20.9–26.13 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +14.6% vs S&P 500 +13.4%; 5Y +28.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +14.6% | +28.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +14.6% | +5.2% |
| Volatility (annualized) | 15.8% | 19.8% |
| Max drawdown | -9.8% (Aug 2026→Oct 2026) | -26.6% (Nov 2021→Sep 2022) |

## Peers
SPMIX (S&P MidCap Index Fund Class S) USD 28.25 +0.00% · SPFIX (S&P 500 Index Fund Class S) USD 93.25 +0.00% · TPIIX (Timothy Plan International Fund) USD 17.12 -0.00% · NOSIX (Northern Stock Index Fund) USD 75.93 -0.00% · SCPIX (DWS S&P 500 Index Fund - Class ) USD 59.6 +0.00%

## More
Full page: https://nexqual.com/SMCIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt