INDX-SMI

SMI

Index

$17,473.45+108.10 (+0.62%)Close Oct 16, 2026

Sep 17, 2003 – Oct 16, 2026

Final balance: $44,686
CAGR: +6.70%
Max drawdown: −53.06%
Sharpe ratio: 0.45

Growth of $10,000

Trailing returns (%)

SMI's average annual return was 7.90% over the last 10 years and 4.83% over the last 20 years, through Oct 16, 2026. $10,000 in the SMI on Oct 14, 2016 grew to $21,390 by Oct 16, 2026.

Ticker	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	15Y	20Y	Since 2003
INDX-SMI	+3.99	−0.99	+3.90	+4.29	+8.93	+13.05	+6.17	+7.90	+6.86	+4.83	+6.70

1M: +3.99%
3M: −0.99%
6M: +3.90%
YTD: +4.29%
1Y: +8.93%
3Y: +13.05%
5Y: +6.17%
10Y: +7.90%
15Y: +6.86%
20Y: +4.83%
Since 2003: +6.70%

Annual returns

2003 from Sep 17 · 2026 through Oct 16

SMI returns by year

Year	Return
2026 through Oct 16	+4.29%
2025	+30.45%
2024	−3.05%
2023	+14.06%
2022	−17.56%
2021	+16.04%
2020	+10.77%
2019	+27.91%
2018	−11.08%
2017	+19.44%
2016	−9.60%
2015	−1.77%
2014	−1.73%
2013	+23.67%
2012	+18.16%
2011	−8.13%
2010	+8.81%
2009	+19.27%
2008	−29.53%
2007	+4.53%
2006	+24.99%
2005	+14.74%
2004	+13.74%
2003 from Sep 17	+12.94%

Metrics

Since 2003

Volatility	18.18%
Sortino ratio	0.64
Calmar ratio	0.13
Best year, 2025	+30.45%
Worst year, 2008	−29.53%
Positive years	14 of 22
Longest drawdown	5.1 years

Worst drawdowns

Since 2003

Decline	Peak	Bottom	Recovered	Length
−53.1%	Dec 2007	Mar 2009	Jan 2013	5.1 years
−28.2%	Dec 2021	Sep 2022	Aug 2024	2.6 years
−27.4%	Feb 2020	Mar 2020	Sep 2020	7 months
−23.7%	May 2015	Nov 2016	Jan 2018	2.7 years
−18.5%	Jan 2018	Dec 2018	Jul 2019	1.4 years