Shelton S&P 500 Index Fund Investor (SPFIX)

84.20 -0.43 (-0.51%) USD  |  Feb 04 2026
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SPFIX 1 Year Total Returns (Daily): 15.06% for Feb. 4, 2026

1 Year Total Returns (Daily) Chart

Sep '18
Jan '19
May '19
 
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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State Street Equity 500 Index Fund Administrative 15.21%
Rydex S&P 500 Fund H 13.55%
Allspring Index Fund Adm 15.13%
MoA Equity Index Fund 15.28%
NYLI S&P 500 Index Fund Simple 14.59%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) 0.38%
3 Month Total Returns (Daily) 1.91%
6 Month Total Returns (Daily) 9.28%
Annualized 3 Year Total Returns (Daily) 19.68%
Annualized 5 Year Total Returns (Daily) 13.41%
Annualized 10 Year Total Returns (Daily) 15.20%
Annualized 15 Year Total Returns (Daily) 13.43%
Annualized Total Returns Since Inception (Daily) 10.58%

1 Year Total Returns (Daily) Excel Add-In Codes

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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:SPFIX", "one_year_total_return")
Last 5 Data Points: =YCS("M:SPFIX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.