Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SACOX (Spirit of America Income & Opportunity F) | NA | 4.23% | 6.10% | 6.23% | NA | NA | NA | … | … |
Data as of 03/03/2023, Common starting date is 03/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SACOX (Spirit of America Income & Opportunity F) | 03/16/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 4.23 | 6.10 | 6.23 | NA | NA | NA | … | … | 21.48 | -25.45 | 9.11 | 6.78 | 11.92 | -5.80 | 7.61 | 5.89 |
| Sharpe Ratio | NA | 0.09 | 0.36 | 0.46 | NA | NA | NA | … | … | 6.95 | -1.74 | 1.11 | 0.52 | 2.59 | -1.45 | 1.69 | 1.13 |
| Standard Deviation(%) | NA | 19.98 | 14.41 | 11.51 | NA | NA | NA | … | … | 30.85 | 15.48 | 8.19 | 12.56 | 4.09 | 4.91 | 4.15 | 6.36 |
| Draw Down(%) | NA | 21.51 | 26.69 | 26.69 | NA | NA | NA | … | … | 0.38 | 25.83 | 3.46 | 17.99 | 2.49 | 6.83 | 2.68 | 7.25 |
| Yield(%) | 0.00 | 13.99 | 8.41 | 6.96 | 4.29 | 2.86 | 2.14 | … | … | 11.20 | 4.90 | 5.27 | 5.50 | 5.84 | 3.27 | 3.58 | 3.08 |
Data as of 03/03/2023, 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 |
|---|---|---|---|---|
| SACOX (Spirit of America Income & Opportunity F) |
-2.19%
Sep 2019 – Sep 2022 |
0.38%
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 |
|---|---|---|---|---|
| SACOX (Spirit of America Income & Opportunity F) |
11.93%
Nov 2018 – Nov 2021 |
7.95%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart