Canada markets closed

Shelton S&P Smallcap Index K (SMLKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
20.96+0.19 (+0.91%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.29%
5-Year Average Return7.19%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Jun 27, 2024)39.05%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return39.05%
Worst 3-Yr Total Return5.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSMLKXCategory
YTD1.04%20.19%
1-Month4.94%0.02%
3-Month2.04%4.36%
1-Year18.87%60.18%
3-Year-0.18%11.32%
5-Year9.25%13.88%
10-Year8.09%11.19%
Last Bull Market24.06%27.98%
Last Bear Market-14.31%-24.08%

Annual Total Return (%) History

Year
SMLKXCategory
2024
N/AN/A
2023
15.09%N/A
2022
-17.04%N/A
2021
26.19%N/A
2020
10.74%10.99%
2019
21.35%23.75%
2018
-9.56%-12.72%
2017
11.77%12.28%
2016
24.43%20.78%
2015
-1.46%-5.38%
2014
5.06%3.79%
2013
39.05%37.39%
2012
16.50%15.46%
2011
0.28%-4.07%
2010
25.82%25.61%
2009
23.48%31.80%
2008
-31.87%-36.56%
2007
-1.40%-1.10%
2006
14.04%15.03%
2005
6.79%6.75%
2004
21.31%18.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.17%N/AN/AN/A
20232.53%3.22%-4.93%14.40%
2022-6.01%-14.31%-5.22%8.68%
202117.83%4.09%-2.98%6.05%
2020-32.75%21.88%3.25%30.86%
201911.05%1.69%-0.35%7.84%
20180.38%8.39%4.28%-20.29%
20170.97%1.66%5.47%3.25%
20162.55%3.37%6.36%10.37%
20154.58%-0.14%-8.81%3.48%
20140.49%1.80%-6.65%10.02%
201311.45%3.67%10.26%9.15%
201212.28%-3.92%5.46%2.39%
20117.17%0.06%-19.88%16.71%
20108.00%-9.03%9.84%16.59%
2009-16.34%19.43%18.02%4.71%
2008-7.57%0.32%-1.33%-25.55%
20072.92%4.66%-2.22%-6.38%
200612.56%-4.74%-1.15%7.60%
2005-2.05%3.52%5.03%0.27%
20045.94%2.92%-1.54%13.00%

Rank In Category (By Total Return)

YTD90
1-Month44
3-Month54
1-Year76
3-Year72
5-Year66

Load Adjusted Returns

1-Year18.87%
3-Year-0.18%
5-Year9.25%
10-Year8.09%