# Shelton S&P 500 Index Investor (SPFIX)

> Source: Nexqual · https://nexqual.com/SPFIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Shelton S&P 500 Index Investor (SPFIX), nexqual.com/SPFIX" · informational, not investment advice.

**Price:** USD 93.25 (-0.51% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 93.73 · day 93.25–93.25 · 52w 77.75–95.52 · market cap null · NAS

## Key facts
- 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)
|  | 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) |

## Peers
SPMIX (S&P MidCap Index Fund Class S) USD 28.25 +0.00% · SMCIX (S&P SmallCap Index Fund Class S) USD 23.92 -0.00% · BTIEX (DWS Equity 500 Index Fund - Cla) USD 167.95 +0.00% · DSPIX (BNY Mellon Institutional S&P 50) USD 50.09 -0.00% · TPIIX (Timothy Plan International Fund) USD 17.12 -0.00%

## More
Full page: https://nexqual.com/SPFIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt