Financial Services
Live Price
Offline$90.38
-0.25% today
1Y Change
+20.87%
Window
Jun 20, 2025 → Jun 17, 2026
Coverage: 249 bars · Jun 20, 2025 → Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Shelton S&P 500 Index Investor (SPFIX) is a fund with a market cap of $300.00M and listed on NASDAQ. The fund last traded around $90.38 and up 20.9% across the available one-year price window (Jun 20, 2025 → Jun 17, 2026). Stock Foundry combines SPFIX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SPFIX
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Normalized return
SPY
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S&P 500
Excess Return
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Relative to SPY
SPFIX Max Drawdown
-10.20%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Uses the longest available daily history for SPFIX and SPY.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.