Financial Services
Live Price
Offline$91.78
+1.08% today
1Y Change
+19.73%
Window
Jun 23, 2025 → Jun 17, 2026
Coverage: 248 bars · Jun 23, 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 $91.78 and up 19.7% across the available one-year price window (Jun 23, 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
—
S&P 500
Excess Return
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Relative to SPY
SPFIX Max Drawdown
-10.20%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SPFIX and SPY.
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$3.04
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Mar 31, 2026 | Mar 30, 2026 | Mar 31, 2026 | $0.18 | $0.18 | Irregular |
| Dec 31, 2025 | Dec 30, 2025 | Dec 31, 2025 | $0.16 | $0.16 | Monthly |
| Nov 28, 2025 | Nov 26, 2025 | Nov 28, 2025 | $2.35 | $2.35 | Quarterly |
| Sep 30, 2025 | Sep 29, 2025 | Sep 30, 2025 | $0.17 | $0.17 | Quarterly |
| Jun 30, 2025 | Jun 27, 2025 | Jun 30, 2025 | $0.18 | $0.18 | Quarterly |
| Mar 31, 2025 | Mar 28, 2025 | Mar 31, 2025 | $0.18 | $0.18 | Quarterly |
| Dec 31, 2024 | Dec 30, 2024 | Dec 31, 2024 | $0.20 | $0.20 | Quarterly |
| Nov 29, 2024 | Nov 27, 2024 | Nov 29, 2024 | $9.67 | $9.67 | Irregular |
| Sep 30, 2024 | Sep 27, 2024 | Sep 30, 2024 | $0.19 | $0.19 | Quarterly |
| Jun 28, 2024 | Jun 27, 2024 | Jun 28, 2024 | $0.18 | $0.18 | Quarterly |
| Mar 28, 2024 | Mar 27, 2024 | Mar 28, 2024 | $0.19 | $0.19 | Quarterly |
| Dec 29, 2023 | Dec 28, 2023 | Dec 29, 2023 | $0.18 | $0.18 | Quarterly |
| Nov 30, 2023 | Nov 29, 2023 | Nov 30, 2023 | $4.81 | $4.81 | Irregular |
| Sep 29, 2023 | Sep 28, 2023 | Sep 29, 2023 | $0.20 | $0.20 | Quarterly |
| Jun 30, 2023 | Jun 29, 2023 | Jun 30, 2023 | $0.23 | $0.23 | Quarterly |
| Mar 31, 2023 | Mar 30, 2023 | Mar 31, 2023 | $0.22 | $0.22 | Quarterly |
| Dec 30, 2022 | Dec 29, 2022 | Dec 30, 2022 | $0.22 | $0.22 | Quarterly |
| Nov 30, 2022 | Nov 29, 2022 | Nov 30, 2022 | $2.12 | $2.12 | Irregular |
| Sep 30, 2022 | Sep 29, 2022 | Sep 30, 2022 | $0.22 | $0.22 | Quarterly |
| Jun 30, 2022 | Jun 29, 2022 | Jun 30, 2022 | $0.20 | $0.20 | Quarterly |
| Mar 31, 2022 | Mar 30, 2022 | Mar 31, 2022 | $0.20 | $0.20 | Quarterly |
| Dec 31, 2021 | Dec 30, 2021 | Dec 31, 2021 | $0.20 | $0.20 | Quarterly |
| Nov 30, 2021 | Nov 29, 2021 | Nov 30, 2021 | $3.35 | $3.35 | Irregular |
| Sep 30, 2021 | Sep 29, 2021 | Sep 30, 2021 | $0.18 | $0.18 | Quarterly |
| Jun 30, 2021 | Jun 29, 2021 | Jun 30, 2021 | $0.17 | $0.17 | Quarterly |
| Mar 31, 2021 | Mar 30, 2021 | Mar 31, 2021 | $0.17 | $0.17 | Quarterly |
| Dec 31, 2020 | Dec 30, 2020 | Dec 31, 2020 | $0.24 | $0.24 | Quarterly |
| Nov 30, 2020 | Nov 27, 2020 | Nov 30, 2020 | $4.41 | $4.41 | Special |
| Sep 30, 2020 | Sep 29, 2020 | Sep 30, 2020 | $0.19 | $0.19 | Quarterly |
| Jun 30, 2020 | Jun 29, 2020 | Jun 30, 2020 | $0.11 | $0.11 | Quarterly |
| Mar 31, 2020 | Mar 30, 2020 | Mar 31, 2020 | $0.22 | $0.22 | Quarterly |
| Dec 31, 2019 | Dec 30, 2019 | Dec 31, 2019 | $0.21 | $0.21 | Quarterly |
| Nov 29, 2019 | Nov 27, 2019 | Nov 29, 2019 | $4.26 | $4.26 | Special |
| Sep 30, 2019 | Sep 27, 2019 | Sep 30, 2019 | $0.31 | $0.31 | Quarterly |
| Jun 28, 2019 | Jun 27, 2019 | Jun 28, 2019 | $0.20 | $0.20 | Quarterly |
| Mar 29, 2019 | Mar 28, 2019 | Mar 29, 2019 | $0.26 | $0.26 | Quarterly |
| Dec 31, 2018 | Dec 28, 2018 | Dec 31, 2018 | $0.21 | $0.21 | Quarterly |
| Nov 30, 2018 | Nov 29, 2018 | Nov 30, 2018 | $0.41 | $0.41 | Special |
| Sep 28, 2018 | Sep 27, 2018 | Sep 28, 2018 | $0.21 | $0.21 | Quarterly |
| Jun 29, 2018 | Jun 28, 2018 | Jun 29, 2018 | $0.19 | $0.19 | Quarterly |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.