Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAIEX (Spirit of America Energy Fund) | 17.67% | 24.47% | 20.97% | 17.52% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAIEX (Spirit of America Energy Fund) | 05/04/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.79 | 24.47 | 20.97 | 17.52 | NA | NA | NA | … | … | 17.67 | -2.20 | 22.48 | 13.29 | 30.68 | 34.47 | 8.08 |
| Sharpe Ratio | NA | 1.13 | 0.72 | 0.66 | NA | NA | NA | … | … | 1.79 | -0.22 | 0.61 | 0.61 | 1.11 | 1.80 | 0.38 |
| Standard Deviation(%) | NA | 17.70 | 24.09 | 23.59 | NA | NA | NA | … | … | 22.33 | 22.86 | 30.71 | 15.99 | 26.58 | 19.16 | 31.93 |
| Draw Down(%) | NA | 11.96 | 27.24 | 27.24 | NA | NA | NA | … | … | 11.96 | 19.23 | 21.51 | 10.63 | 20.88 | 12.21 | 28.13 |
| Yield(%) | 0.00 | 8.16 | 19.55 | 17.94 | 12.67 | 8.44 | 6.33 | … | … | 0.00 | 14.92 | 30.11 | 25.27 | 24.54 | 26.52 | 14.27 |
Data as of 06/05/2026, Common starting date is 05/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAIEX (Spirit of America Energy Fund) |
11.21%
May 2022 – May 2025 |
18.03%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAIEX (Spirit of America Energy Fund) |
32.84%
Sep 2020 – Sep 2023 |
26.08%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart