SMCIX vs. AMZN
Compare and contrast key facts about Shelton Capital Management S&P Smallcap Index Fund (SMCIX) and Amazon.com, Inc. (AMZN).
SMCIX is managed by Blackrock. It was launched on Oct 2, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMCIX or AMZN.
Correlation
The correlation between SMCIX and AMZN is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SMCIX vs. AMZN - Performance Comparison
Key characteristics
SMCIX:
0.05
AMZN:
1.15
SMCIX:
0.21
AMZN:
1.65
SMCIX:
1.03
AMZN:
1.21
SMCIX:
0.04
AMZN:
1.62
SMCIX:
0.14
AMZN:
5.13
SMCIX:
7.14%
AMZN:
6.14%
SMCIX:
20.36%
AMZN:
27.28%
SMCIX:
-68.45%
AMZN:
-94.40%
SMCIX:
-24.09%
AMZN:
-7.92%
Returns By Period
In the year-to-date period, SMCIX achieves a 0.64% return, which is significantly lower than AMZN's 1.59% return. Over the past 10 years, SMCIX has underperformed AMZN with an annualized return of 1.92%, while AMZN has yielded a comparatively higher 27.99% annualized return.
SMCIX
0.64%
-3.27%
-4.68%
2.38%
1.64%
1.92%
AMZN
1.59%
-3.39%
26.54%
32.20%
16.35%
27.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
SMCIX vs. AMZN — Risk-Adjusted Performance Rank
SMCIX
AMZN
SMCIX vs. AMZN - Risk-Adjusted Performance Comparison
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.
Dividends
SMCIX vs. AMZN - Dividend Comparison
SMCIX's dividend yield for the trailing twelve months is around 1.09%, while AMZN has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCIX Shelton Capital Management S&P Smallcap Index Fund | 1.09% | 1.10% | 0.99% | 1.05% | 0.82% | 0.62% | 0.72% | 0.70% | 9.58% | 0.53% | 0.85% | 0.48% |
AMZN Amazon.com, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SMCIX vs. AMZN - Drawdown Comparison
The maximum SMCIX drawdown since its inception was -68.45%, 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. For additional features, visit the drawdowns tool.
Volatility
SMCIX vs. AMZN - Volatility Comparison
The current volatility for Shelton Capital Management S&P Smallcap Index Fund (SMCIX) is 3.85%, while Amazon.com, Inc. (AMZN) has a volatility of 6.93%. 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.