Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SACTX (Spirit of America Income Fund C) | 0.47% | 5.40% | 4.71% | 0.63% | 2.43% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SACTX (Spirit of America Income Fund C) | 03/16/2016 | 06/09/2026 |
| 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 (%) | -0.40 | 5.40 | 4.71 | 0.63 | 2.43 | NA | NA | … | … | 0.47 | 5.70 | 4.49 | 6.25 | -13.33 | 3.72 | 5.19 | 10.81 | -1.68 | 6.78 | 3.81 |
| Sharpe Ratio | NA | 0.63 | 0.26 | -0.30 | 0.15 | NA | NA | … | … | -0.33 | 0.58 | 0.16 | 0.38 | -1.82 | 1.03 | 0.60 | 3.24 | -0.96 | 1.88 | 0.98 |
| Standard Deviation(%) | NA | 3.88 | 5.47 | 6.00 | 5.43 | NA | NA | … | … | 4.25 | 4.84 | 5.46 | 6.86 | 8.13 | 3.61 | 8.27 | 2.88 | 3.20 | 3.26 | 4.68 |
| Draw Down(%) | NA | 3.30 | 6.89 | 17.33 | 17.33 | NA | NA | … | … | 3.30 | 4.27 | 4.15 | 9.77 | 16.81 | 2.12 | 14.42 | 1.85 | 3.37 | 1.68 | 5.91 |
| Yield(%) | 0.00 | 5.86 | 5.29 | 4.54 | 4.06 | 2.95 | 2.22 | … | … | 1.67 | 5.78 | 4.65 | 5.38 | 5.87 | 4.17 | 3.14 | 3.77 | 3.72 | 3.69 | 4.44 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| SACTX (Spirit of America Income Fund C) |
-2.83%
Oct 2020 – Oct 2023 |
0.29%
Oct 2017 – Oct 2022 |
2.57%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SACTX (Spirit of America Income Fund C) |
6.74%
Oct 2018 – Oct 2021 |
4.88%
Dec 2016 – Dec 2021 |
2.69%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart