Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SACFX (Spirit of America Muni Tax Free Bond Fun) | 1.15% | 5.40% | 2.31% | -0.39% | 0.57% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SACFX (Spirit of America Muni Tax Free Bond Fun) | 03/16/2016 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 5.40 | 2.31 | -0.39 | 0.57 | NA | NA | … | … | 1.15 | 3.09 | 0.98 | 3.50 | -9.67 | 0.03 | 2.70 | 4.30 | 0.01 | 3.89 | -1.18 |
| Sharpe Ratio | NA | 1.06 | -0.29 | -0.84 | -0.34 | NA | NA | … | … | 0.07 | 0.06 | -1.10 | -0.04 | -2.47 | 0.01 | 0.46 | 1.98 | -0.86 | 1.62 | -0.67 |
| Standard Deviation(%) | NA | 2.47 | 3.24 | 3.45 | 3.20 | NA | NA | … | … | 2.75 | 3.68 | 2.40 | 3.96 | 4.52 | 1.32 | 5.34 | 1.42 | 1.60 | 2.00 | 2.53 |
| Draw Down(%) | NA | 2.20 | 6.24 | 14.59 | 14.59 | NA | NA | … | … | 2.20 | 3.80 | 1.75 | 7.00 | 13.98 | 1.68 | 7.80 | 1.05 | 1.77 | 1.16 | 6.09 |
| Yield(%) | 0.00 | 2.71 | 2.04 | 1.48 | 1.72 | 1.20 | 0.90 | … | … | 1.14 | 2.33 | 1.89 | 1.21 | 0.97 | 1.08 | 1.72 | 2.10 | 2.32 | 2.35 | 1.79 |
Data as of 06/08/2026, Common starting date is 03/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SACFX (Spirit of America Muni Tax Free Bond Fun) |
-4.05%
Oct 2020 – Oct 2023 |
-1.47%
Oct 2017 – Oct 2022 |
0.59%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SACFX (Spirit of America Muni Tax Free Bond Fun) |
4.02%
Oct 2022 – Oct 2025 |
2.28%
Nov 2016 – Nov 2021 |
0.59%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart