Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOABX (Spirit of America Real Estate Inc & Gr B) | NA | 16.85% | 12.94% | 0.19% | 1.05% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 10/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOABX (Spirit of America Real Estate Inc & Gr B) | 10/14/2002 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.85 | 12.94 | 0.19 | 1.05 | NA | NA | … | … | 10.93 | 14.36 | 0.49 | 31.32 | 27.19 | -52.51 | -28.72 | 20.19 | -3.23 | 18.37 | 26.86 | 4.51 |
| Sharpe Ratio | NA | 1.78 | 0.59 | 0.00 | 0.00 | NA | NA | … | … | 3.86 | 1.05 | 0.01 | 1.06 | 0.41 | -0.72 | -1.29 | 1.22 | -0.34 | 0.96 | 2.39 | 1.72 |
| Standard Deviation(%) | NA | 9.43 | 22.69 | 48.92 | 37.96 | NA | NA | … | … | 6.81 | 13.74 | 30.79 | 29.52 | 66.81 | 73.59 | 24.65 | 13.86 | 15.87 | 18.10 | 10.94 | 12.77 |
| Draw Down(%) | NA | 10.45 | 25.70 | 73.68 | 82.34 | NA | NA | … | … | 2.03 | 10.45 | 25.70 | 19.43 | 42.99 | 70.14 | 35.16 | 11.80 | 14.03 | 18.79 | 5.40 | 2.43 |
| Yield(%) | 0.00 | 0.60 | 0.87 | 0.37 | 0.20 | 0.16 | 0.12 | … | … | 0.05 | 0.65 | 0.92 | 0.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2013, Common starting date is 10/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOABX (Spirit of America Real Estate Inc & Gr B) |
-37.80%
Feb 2006 – Feb 2009 |
-22.45%
Feb 2004 – Feb 2009 |
0.73%
Nov 2002 – Nov 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOABX (Spirit of America Real Estate Inc & Gr B) |
40.30%
Mar 2009 – Mar 2012 |
7.34%
Nov 2002 – Nov 2007 |
1.97%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart