INDX-SML

S&P SmallCap 600

Index

$1,653.50−15.42 (−0.92%)Close Oct 16, 2026

Jan 3, 1989 – Oct 16, 2026

Final balance: $286,271
CAGR: +9.28%
Max drawdown: −59.17%
Sharpe ratio: 0.53

Growth of $10,000

Trailing returns (%)

S&P SmallCap 600's average annual return was 8.42% over the last 10 years and 7.45% over the last 20 years, through Oct 16, 2026. $10,000 in the S&P SmallCap 600 on Oct 14, 2016 grew to $22,445 by Oct 16, 2026.

Ticker	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	15Y	20Y	25Y	30Y	Since 1989
INDX-SML	−2.61	−7.57	+2.41	+12.65	+15.14	+13.44	+3.93	+8.42	+10.06	+7.45	+8.69	+8.58	+9.28

1M: −2.61%
3M: −7.57%
6M: +2.41%
YTD: +12.65%
1Y: +15.14%
3Y: +13.44%
5Y: +3.93%
10Y: +8.42%
15Y: +10.06%
20Y: +7.45%
25Y: +8.69%
30Y: +8.58%
Since 1989: +9.28%

Annual returns

2026 through Oct 16

S&P SmallCap 600 returns by year

Year	Return
2026 through Oct 16	+12.65%
2025	+4.23%
2024	+6.82%
2023	+13.89%
2022	−17.42%
2021	+25.27%
2020	+9.57%
2019	+20.86%
2018	−9.75%
2017	+11.73%
2016	+24.74%
2015	−3.36%
2014	+4.44%
2013	+39.65%
2012	+14.82%
2011	−0.16%
2010	+24.98%
2009	+23.78%
2008	−31.99%
2007	−1.22%
2006	+14.07%
2005	+6.65%
2004	+21.59%
2003	+37.53%
2002	−15.32%
2001	+5.73%
2000	+11.02%
1999	+11.52%
1998	−2.10%
1997	+24.53%
1996	+20.13%
1995	+28.60%
1994	−5.83%
1993	+17.59%
1992	+19.44%
1991	+45.87%
1990	−25.42%
1989	+13.31%

Metrics

Since 1989

Volatility	20.75%
Sortino ratio	0.75
Calmar ratio	0.16
Best year, 1991	+45.87%
Worst year, 2008	−31.99%
Positive years	27 of 37
Longest drawdown	3.7 years

Worst drawdowns

Since 1989

Decline	Peak	Bottom	Recovered	Length
−59.2%	Jul 2007	Mar 2009	Mar 2011	3.7 years
−45.8%	Aug 2018	Mar 2020	Dec 2020	2.3 years
−37.6%	Apr 1998	Oct 1998	Jan 2000	1.8 years
−36.7%	Oct 1989	Oct 1990	Nov 1991	2.1 years
−33.8%	Apr 2002	Oct 2002	Nov 2003	1.5 years