SMCIX vs. AMZN

In the year-to-date period, SMCIX achieves a -8.43% return, which is significantly lower than AMZN's -6.55% return. Over the past 10 years, SMCIX has underperformed AMZN with an annualized return of 8.15%, while AMZN has yielded a comparatively higher 25.27% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management S&P Smallcap Index Fund (SMCIX) and Amazon.com, Inc. (AMZN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current SMCIX Sharpe Ratio is -0.05, which is lower than the AMZN Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of SMCIX and AMZN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SMCIX's dividend yield for the trailing twelve months is around 11.44%, while AMZN has not paid dividends to shareholders.

The maximum SMCIX drawdown since its inception was -58.13%, smaller than the maximum AMZN drawdown of -94.40%. Use the drawdown chart below to compare losses from any high point for SMCIX and AMZN.

The current volatility for Shelton Capital Management S&P Smallcap Index Fund (SMCIX) is 6.52%, while Amazon.com, Inc. (AMZN) has a volatility of 10.05%. This indicates that SMCIX experiences smaller price fluctuations and is considered to be less risky than AMZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.