Shelton S&P 500 Index Investor (SPFIX) Stock Price & Analysis
Shelton S&P 500 Index Investor (SPFIX) closed at USD 93.25 on Friday, October 23, 2026, down 0.51% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 93.25; the Oct 23, 2026 session ranged USD 93.25–93.25 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 77.75–95.52 (NAS). Source: Nexqual, retrieved October 24, 2026 at 17:08 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SPFIX.md
Key facts (SPFIX)
- Total return with dividends: 1Y +13.3% vs S&P 500 +13.4%; 5Y +74.8% vs S&P 500 +76.9%.
Total return (dividends reinvested) (SPFIX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +13.3% | +74.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +13.3% | +11.9% |
| Volatility (annualized) | 12.7% | 16.2% |
| Max drawdown | -8.9% (Jan 2026→Mar 2026) | -24.1% (Dec 2021→Sep 2022) |
Key Statistics (as of October 24, 2026 at 17:08 UTC)
| Price | USD 93.25 |
|---|---|
| Change | ▼ 0.51% (down) |
| Previous Close | USD 93.25 |
| Open | USD 93.25 |
| Day Range | USD 93.25 – 93.25 |
| 52-Week Range | USD 77.75 – 95.52 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (SPFIX)
Nexqual's technical model rates SPFIX "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 24, 2026 at 17:08 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 42.33 (neutral) |
| vs SMA50 | Below (USD 94.18) |
| MACD | -0.04 (negative) |
Financial Health Score (SPFIX)
Nexqual rates Shelton S&P 500 Index Investor's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 17:08 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SPMIX | S&P MidCap Index Fund Class S | USD 28.25 | ▲ 0% |
| SMCIX | S&P SmallCap Index Fund Class S | USD 23.92 | ▼ 0% |
| BTIEX | DWS Equity 500 Index Fund - Cla | USD 167.95 | ▲ 0% |
| DSPIX | BNY Mellon Institutional S&P 50 | USD 50.09 | ▼ 0% |
| TPIIX | Timothy Plan International Fund | USD 17.12 | ▼ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 17:08 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt