Does joining the S&P SmallCap 600 pay?
Aggregate statistics across 181 S&P SmallCap 600 additions in the dataset, measured from the effective-date close.
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Headline statistics
Additions tracked
181
Average 30d run-up into inclusion
+3.1%
1Y hit rate
60.9%
Returns by holding period
| Window | Sample | Average | Median | Positive | Avg vs index |
|---|---|---|---|---|---|
| 1W | 176 | +0.1% | -0.2% | 49% | -0.0% |
| 1M | 176 | +2.0% | +1.5% | 57% | +0.8% |
| 3M | 146 | +1.0% | +0.5% | 52% | -3.2% |
| 6M | 113 | +6.6% | -1.6% | 45% | +0.3% |
| 1Y | 69 | +40.7% | +9.1% | 61% | +27.4% |