SMCIX vs. LIVIX
Compare and contrast key facts about Shelton Capital Management S&P Smallcap Index Fund (SMCIX) and BlackRock LifePath Index 2055 Fund (LIVIX).
SMCIX is managed by BlackRock. It was launched on Oct 2, 1996. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
SMCIX vs. LIVIX - Performance Comparison
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SMCIX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMCIX Shelton Capital Management S&P Smallcap Index Fund | 0.53% | 6.90% | 18.13% | 15.48% | -16.41% | 26.53% | 11.27% | 30.68% | -9.07% | 3.08% |
LIVIX BlackRock LifePath Index 2055 Fund | -4.27% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 21.38% |
Returns By Period
In the year-to-date period, SMCIX achieves a 0.53% return, which is significantly higher than LIVIX's -4.27% return. Over the past 10 years, SMCIX has underperformed LIVIX with an annualized return of 9.90%, while LIVIX has yielded a comparatively higher 10.44% annualized return.
SMCIX
- 1D
- -0.71%
- 1M
- -6.69%
- YTD
- 0.53%
- 6M
- 2.04%
- 1Y
- 16.22%
- 3Y*
- 12.62%
- 5Y*
- 5.63%
- 10Y*
- 9.90%
LIVIX
- 1D
- -0.26%
- 1M
- -8.84%
- YTD
- -4.27%
- 6M
- -1.37%
- 1Y
- 17.75%
- 3Y*
- 14.56%
- 5Y*
- 8.15%
- 10Y*
- 10.44%
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SMCIX vs. LIVIX - Expense Ratio Comparison
SMCIX has a 0.81% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Return for Risk
SMCIX vs. LIVIX — Risk / Return Rank
SMCIX
LIVIX
SMCIX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management S&P Smallcap Index Fund (SMCIX) and BlackRock LifePath Index 2055 Fund (LIVIX). 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.
| SMCIX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.06 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.58 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.24 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.34 | -0.24 |
Martin ratioReturn relative to average drawdown | 4.43 | 6.36 | -1.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SMCIX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.06 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.52 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.63 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.57 | -0.19 |
Correlation
The correlation between SMCIX and LIVIX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SMCIX vs. LIVIX - Dividend Comparison
SMCIX's dividend yield for the trailing twelve months is around 8.97%, more than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCIX Shelton Capital Management S&P Smallcap Index Fund | 8.97% | 10.78% | 19.88% | 3.48% | 10.40% | 9.40% | 4.53% | 13.88% | 9.39% | 1.63% | 4.64% | 11.58% |
LIVIX BlackRock LifePath Index 2055 Fund | 2.59% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
Drawdowns
SMCIX vs. LIVIX - Drawdown Comparison
The maximum SMCIX drawdown since its inception was -58.13%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for SMCIX and LIVIX.
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Drawdown Indicators
| SMCIX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.13% | -34.44% | -23.69% |
Max Drawdown (1Y)Largest decline over 1 year | -14.77% | -11.82% | -2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -26.72% | -26.45% | -0.27% |
Max Drawdown (10Y)Largest decline over 10 years | -42.54% | -34.44% | -8.10% |
Current DrawdownCurrent decline from peak | -8.39% | -9.44% | +1.05% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -4.56% | -5.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 2.49% | +1.18% |
Volatility
SMCIX vs. LIVIX - Volatility Comparison
Shelton Capital Management S&P Smallcap Index Fund (SMCIX) has a higher volatility of 5.55% compared to BlackRock LifePath Index 2055 Fund (LIVIX) at 5.26%. This indicates that SMCIX's price experiences larger fluctuations and is considered to be riskier than LIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMCIX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 5.26% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 9.30% | +3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.62% | 16.87% | +5.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.93% | 15.71% | +6.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.60% | 16.64% | +6.96% |