Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SACEX (SPIRIT OF AMERICA ENERGY FUND CLASS C) | 18.43% | 22.70% | 20.32% | 16.93% | -17.37% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SACEX (SPIRIT OF AMERICA ENERGY FUND CLASS C) | 03/15/2016 | 06/03/2026 |
| 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 (%) | -5.32 | 22.70 | 20.32 | 16.93 | -17.37 | NA | NA | … | … | 18.43 | 5.32 | 21.45 | 12.23 | 29.36 | 33.13 | -36.31 | -87.98 | -25.37 | -14.49 | 18.35 |
| Sharpe Ratio | NA | 1.05 | 0.87 | 0.70 | -0.34 | NA | NA | … | … | 1.69 | 0.11 | 1.15 | 0.54 | 1.05 | 1.73 | -0.65 | -0.57 | -1.34 | -1.09 | 1.17 |
| Standard Deviation(%) | NA | 17.75 | 18.60 | 20.40 | 55.50 | NA | NA | … | … | 22.42 | 21.81 | 15.48 | 15.98 | 26.64 | 19.16 | 56.28 | 156.36 | 19.96 | 13.96 | 19.72 |
| Draw Down(%) | NA | 12.18 | 19.38 | 20.89 | 97.23 | NA | NA | … | … | 12.18 | 19.38 | 11.47 | 10.71 | 20.89 | 12.35 | 64.17 | 91.20 | 33.85 | 23.57 | 8.42 |
| Yield(%) | 0.00 | 8.17 | 19.77 | 18.03 | 2.90 | 2.27 | 1.70 | … | … | 0.00 | 15.03 | 30.79 | 26.20 | 25.00 | 26.70 | 33.21 | 7.03 | 6.35 | 4.90 | 4.23 |
Data as of 06/03/2026, Common starting date is 03/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SACEX (SPIRIT OF AMERICA ENERGY FUND CLASS C) |
-66.85%
Mar 2017 – Mar 2020 |
-42.28%
Aug 2016 – Aug 2021 |
-17.42%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SACEX (SPIRIT OF AMERICA ENERGY FUND CLASS C) |
32.34%
Mar 2020 – Mar 2023 |
27.40%
Mar 2020 – Mar 2025 |
-16.36%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart