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Shelton S&P 500 Index Investor (SPFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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77.69+0.30 (+0.39%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.20%
5-year average return14.80%
Number of years up25
Number of years down6
Best 1-yr total return (24 Jun 2024)32.00%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return32.00%
Worst 3-yr total return7.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPFIXCategory
YTD11.10%5.31%
1-month4.90%-4.19%
3-month3.80%3.90%
1-year27.71%20.31%
3-year9.15%6.48%
5-year15.33%11.78%
10-year12.32%10.96%
Last bull market25.93%25.56%
Last bear market-16.15%-15.11%

Annual total return (%) history

Year
SPFIXCategory
2024
N/AN/A
2023
25.74%22.32%
2022
-18.30%-16.96%
2021
28.10%26.07%
2020
17.79%15.83%
2019
30.89%28.78%
2018
-4.69%-6.27%
2017
21.54%20.44%
2016
11.92%10.37%
2015
1.07%-1.07%
2014
13.28%10.96%
2013
32.00%31.50%
2012
15.54%14.96%
2011
2.30%-1.27%
2010
14.61%14.01%
2009
26.22%28.17%
2008
-36.53%-37.79%
2007
5.10%6.16%
2006
15.35%14.17%
2005
4.69%5.88%
2004
10.64%10.02%
2003
28.49%27.05%
2002
-21.74%-22.25%
2001
-11.81%-13.50%
2000
-8.90%-6.31%
1999
21.02%20.16%
1998
28.75%22.39%
1997
32.99%28.37%
1996
22.63%20.76%
1995
37.20%32.35%
1994
1.04%-0.93%
1993
9.74%N/A
1992
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.47%N/AN/AN/A
20237.39%8.56%-3.35%11.60%
2022-4.69%-16.15%-4.98%7.59%
20216.03%8.45%0.41%10.95%
2020-19.75%20.46%8.60%12.20%
201913.45%4.24%1.55%9.00%
2018-0.80%3.22%7.77%-13.63%
20175.85%3.01%4.37%6.80%
20161.38%2.34%3.70%4.03%
20150.87%0.29%-6.53%6.89%
20141.61%5.09%1.09%4.94%
201310.54%2.82%5.13%10.47%
201212.35%-2.84%6.21%-0.34%
20115.90%0.14%-13.69%11.76%
20105.17%-11.45%11.25%10.61%
2009-10.78%15.73%15.13%6.19%
2008-9.46%-2.79%-8.04%-21.58%
20070.58%6.22%1.95%-3.51%
20064.14%-1.54%5.60%6.53%
2005-2.13%1.29%3.48%2.06%
20041.62%1.66%-1.97%9.24%
2003-3.29%15.49%2.60%12.13%
20020.28%-13.33%-17.09%8.60%
2001-11.52%5.74%-14.55%10.31%
20002.14%-2.68%-0.73%-7.68%
19995.07%6.71%-6.15%15.00%
199813.85%3.26%-9.86%21.50%
19972.52%17.25%7.52%2.90%
19965.12%4.59%3.00%8.30%
19959.75%9.22%7.88%6.11%
1994-3.95%0.34%4.81%0.03%
19934.07%0.53%2.45%2.39%
19922.76%5.06%N/AN/A

Rank in category (by total return)

YTD37
1-month32
3-month35
1-year46
3-year29
5-year35

Load adjusted returns

1-year27.71%
3-year9.15%
5-year15.33%
10-year12.32%