Sp Smallcap Index Fund Market Value
| SMCIX Fund | USD 22.57 0.29 1.27% |
| Symbol | SMCIX |
Sp Smallcap 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Sp Smallcap's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Sp Smallcap.
| 12/02/2025 |
| 03/02/2026 |
If you would invest 0.00 in Sp Smallcap on December 2, 2025 and sell it all today you would earn a total of 0.00 from holding Sp Smallcap Index or generate 0.0% return on investment in Sp Smallcap over 90 days. Sp Smallcap is related to or competes with Shelton Emerging, Shelton Emerging, California Tax-free, Shelton Funds, Nasdaq-100 Index, Shelton Core, and Shelton Core. The SP SmallCap 600 Index includes common stocks of 600 small U.S More
Sp Smallcap Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Sp Smallcap's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Sp Smallcap Index upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8757 | |||
| Information Ratio | 0.155 | |||
| Maximum Drawdown | 11.22 | |||
| Value At Risk | (1.43) | |||
| Potential Upside | 2.58 |
Sp Smallcap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sp Smallcap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Sp Smallcap's standard deviation. In reality, there are many statistical measures that can use Sp Smallcap historical prices to predict the future Sp Smallcap's volatility.| Risk Adjusted Performance | 0.1696 | |||
| Jensen Alpha | 0.2114 | |||
| Total Risk Alpha | 0.1555 | |||
| Sortino Ratio | 0.2644 | |||
| Treynor Ratio | 0.2487 |
Sp Smallcap March 2, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1696 | |||
| Market Risk Adjusted Performance | 0.2587 | |||
| Mean Deviation | 0.9246 | |||
| Semi Deviation | 0.4921 | |||
| Downside Deviation | 0.8757 | |||
| Coefficient Of Variation | 464.8 | |||
| Standard Deviation | 1.49 | |||
| Variance | 2.23 | |||
| Information Ratio | 0.155 | |||
| Jensen Alpha | 0.2114 | |||
| Total Risk Alpha | 0.1555 | |||
| Sortino Ratio | 0.2644 | |||
| Treynor Ratio | 0.2487 | |||
| Maximum Drawdown | 11.22 | |||
| Value At Risk | (1.43) | |||
| Potential Upside | 2.58 | |||
| Downside Variance | 0.7669 | |||
| Semi Variance | 0.2422 | |||
| Expected Short fall | (1.22) | |||
| Skewness | 3.26 | |||
| Kurtosis | 18.3 |
Sp Smallcap Index Backtested Returns
At this stage we consider SMCIX Mutual Fund to be very steady. Sp Smallcap Index retains Efficiency (Sharpe Ratio) of 0.14, which indicates the fund had a 0.14 % return per unit of price deviation over the last 3 months. We have found twenty-seven technical indicators for Sp Smallcap, which you can use to evaluate the volatility of the fund. Please validate Sp Smallcap's Risk Adjusted Performance of 0.1696, mean deviation of 0.9246, and Downside Deviation of 0.8757 to confirm if the risk estimate we provide is consistent with the expected return of 0.13%. The entity owns a Beta (Systematic Risk) of 1.25, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Sp Smallcap will likely underperform.
Auto-correlation | 0.15 |
Insignificant predictability
Sp Smallcap Index has insignificant predictability. Overlapping area represents the amount of predictability between Sp Smallcap time series from 2nd of December 2025 to 16th of January 2026 and 16th of January 2026 to 2nd of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Sp Smallcap Index price movement. The serial correlation of 0.15 indicates that less than 15.0% of current Sp Smallcap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.15 | |
| Spearman Rank Test | 0.36 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in SMCIX Mutual Fund
Sp Smallcap financial ratios help investors to determine whether SMCIX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in SMCIX with respect to the benefits of owning Sp Smallcap security.
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