Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOAOX (SPIRIT OF AMERICA INCOME AND OPPORTUNITY FUND CLASS A) | NA | 5.35% | 6.96% | 7.06% | NA | NA | NA | … | … |
Data as of 03/03/2023, Common starting date is 07/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOAOX (SPIRIT OF AMERICA INCOME AND OPPORTUNITY FUND CLASS A) | 07/09/2013 | 03/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.35 | 6.96 | 7.06 | NA | NA | NA | … | … | 21.53 | -25.18 | 9.08 | 7.24 | 12.70 | -5.37 | 8.42 | 7.76 | -6.18 | 11.75 | -2.15 |
| Sharpe Ratio | NA | 0.14 | 0.42 | 0.53 | NA | NA | NA | … | … | 7.00 | -1.72 | 1.08 | 0.55 | 2.88 | -1.41 | 1.85 | 1.02 | -0.85 | 2.29 | -0.44 |
| Standard Deviation(%) | NA | 19.95 | 14.39 | 11.48 | NA | NA | NA | … | … | 30.75 | 15.47 | 8.36 | 12.65 | 3.95 | 4.74 | 4.22 | 7.40 | 7.29 | 5.13 | 9.94 |
| Draw Down(%) | NA | 21.19 | 26.16 | 26.16 | NA | NA | NA | … | … | 0.50 | 25.44 | 3.70 | 17.94 | 2.29 | 6.81 | 2.68 | 7.16 | 12.19 | 4.94 | 5.33 |
| Yield(%) | 0.00 | 14.59 | 9.09 | 7.67 | 5.60 | 3.73 | 2.80 | … | … | 11.16 | 5.48 | 6.03 | 6.19 | 6.55 | 3.99 | 4.37 | 4.03 | 4.15 | 5.64 | 1.66 |
Data as of 03/03/2023, Common starting date is 07/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAOX (SPIRIT OF AMERICA INCOME AND OPPORTUNITY FUND CLASS A) |
-1.52%
Sep 2019 – Sep 2022 |
1.08%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAOX (SPIRIT OF AMERICA INCOME AND OPPORTUNITY FUND CLASS A) |
12.70%
Nov 2018 – Nov 2021 |
8.73%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart