Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMCIX (S&P SMALLCAP INDEX FUND DIRECT SHARES) | 16.47% | 32.44% | 14.93% | 2.00% | 8.81% | 9.82% | 7.75% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMCIX (S&P SMALLCAP INDEX FUND DIRECT SHARES) | 12/30/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 32.44 | 14.93 | 2.00 | 8.81 | 9.82 | 7.75 | … | … | 16.47 | 5.13 | 7.96 | 15.68 | -23.26 | 16.37 | 6.86 | 21.89 | -9.07 | 23.38 | 25.01 | -0.97 | 5.47 | 39.79 | 17.07 | -1.46 | 26.46 | 24.15 | -31.48 | -0.89 | 5.68 | 2.45 | 21.98 | 37.64 | -14.65 | 4.25 | 10.95 | 13.44 | -2.91 | 20.12 | -0.74 |
| Sharpe Ratio | NA | 1.66 | 0.56 | -0.03 | 0.30 | NA | NA | … | … | 2.22 | 0.10 | 0.22 | 0.61 | -0.96 | 0.69 | 0.15 | 1.26 | -0.59 | 1.46 | 1.45 | -0.06 | 0.36 | 2.81 | 1.06 | -0.05 | 1.12 | 0.70 | -0.74 | -0.21 | 0.13 | 0.01 | 1.29 | 2.15 | -0.65 | 0.08 | 0.25 | 0.75 | -0.30 | 1.11 | NA |
| Standard Deviation(%) | NA | 17.45 | 20.43 | 22.01 | 23.79 | NA | NA | … | … | 17.32 | 22.62 | 19.69 | 19.98 | 25.84 | 23.85 | 45.17 | 16.21 | 17.79 | 15.61 | 17.10 | 15.89 | 15.19 | 14.16 | 16.12 | 31.33 | 23.57 | 34.54 | 43.89 | 19.05 | 17.70 | 16.20 | 16.29 | 17.17 | 24.27 | 22.81 | 26.69 | 13.44 | 20.97 | 14.77 | 0.00 |
| Draw Down(%) | NA | 8.79 | 28.03 | 36.62 | 44.56 | NA | NA | … | … | 8.79 | 24.19 | 9.01 | 17.46 | 25.85 | 17.02 | 42.54 | 10.09 | 27.14 | 6.66 | 12.10 | 12.55 | 11.66 | 4.97 | 11.33 | 26.46 | 19.14 | 33.07 | 47.88 | 13.90 | 13.65 | 10.51 | 10.87 | 14.27 | 33.21 | 23.58 | 17.76 | 13.40 | 37.12 | 12.28 | 0.74 |
| Yield(%) | 0.00 | 9.40 | 8.27 | 3.87 | 7.22 | 8.79 | 6.36 | … | … | 0.00 | 8.90 | 10.38 | 4.05 | 0.79 | 0.95 | 0.66 | 8.25 | 7.83 | 19.92 | 5.66 | 10.40 | 7.80 | 8.73 | 0.97 | 5.54 | 0.62 | 0.41 | 10.11 | 12.12 | 0.52 | 0.51 | 5.31 | 1.43 | 0.51 | 0.60 | 6.24 | 5.35 | 1.98 | 1.64 | 0.99 |
Data as of 06/04/2026, Common starting date is 12/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCIX (S&P SMALLCAP INDEX FUND DIRECT SHARES) |
-19.72%
Feb 2006 – Feb 2009 |
-7.89%
Feb 2004 – Feb 2009 |
1.74%
Feb 1999 – Feb 2009 |
5.47%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCIX (S&P SMALLCAP INDEX FUND DIRECT SHARES) |
29.64%
Feb 2009 – Feb 2012 |
26.76%
Feb 2009 – Feb 2014 |
18.60%
Feb 2009 – Feb 2019 |
13.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart