Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOAAX (SPIRIT OF AMERICA REAL ESTATE INCOME AND GROWTH FUND CLASS A) | 11.64% | 11.51% | 8.82% | 2.82% | 5.11% | 5.89% | 2.76% | … | … |
Data as of 06/03/2026, Common starting date is 06/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOAAX (SPIRIT OF AMERICA REAL ESTATE INCOME AND GROWTH FUND CLASS A) | 06/15/1998 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.04 | 11.51 | 8.82 | 2.82 | 5.11 | 5.89 | 2.76 | … | … | 11.64 | -0.90 | 7.57 | 9.60 | -28.40 | 42.01 | -5.06 | 28.06 | -6.85 | 6.79 | 5.66 | -1.88 | 29.55 | 3.15 | 15.08 | 1.24 | 32.42 | 31.35 | -52.43 | -28.91 | 20.17 | -3.22 | 18.24 | 26.86 | -0.65 | 19.38 | 9.08 | -15.29 | -4.52 |
| Sharpe Ratio | NA | 0.84 | 0.43 | 0.06 | 0.19 | NA | NA | … | … | 2.51 | -0.23 | 0.26 | 0.31 | -1.24 | 2.86 | -0.13 | 2.29 | -0.53 | 0.66 | 0.33 | -0.12 | 2.77 | 0.22 | 1.10 | 0.04 | 1.09 | 0.47 | -0.72 | -1.30 | 1.21 | -0.34 | 0.95 | 2.38 | -0.12 | 1.59 | 0.46 | -2.05 | -0.68 |
| Standard Deviation(%) | NA | 12.65 | 16.15 | 18.21 | 19.87 | NA | NA | … | … | 13.48 | 16.83 | 15.29 | 19.09 | 24.06 | 14.69 | 39.99 | 11.61 | 15.66 | 9.36 | 16.36 | 16.57 | 10.65 | 13.97 | 13.81 | 30.60 | 29.56 | 66.76 | 73.55 | 24.81 | 13.93 | 15.89 | 18.07 | 11.00 | 15.03 | 10.85 | 10.45 | 9.12 | 16.75 |
| Draw Down(%) | NA | 7.74 | 19.29 | 36.03 | 41.24 | NA | NA | … | … | 7.74 | 15.38 | 9.86 | 20.89 | 34.34 | 7.67 | 41.24 | 5.73 | 14.52 | 6.04 | 12.91 | 16.22 | 6.46 | 15.78 | 10.42 | 25.53 | 19.30 | 42.96 | 70.01 | 35.40 | 11.86 | 14.00 | 18.72 | 5.38 | 17.78 | 12.55 | 8.99 | 23.62 | 18.67 |
| Yield(%) | 0.00 | 9.60 | 9.21 | 7.05 | 6.90 | 6.85 | 3.71 | … | … | 0.00 | 9.62 | 9.23 | 9.35 | 6.19 | 8.42 | 7.21 | 8.67 | 7.32 | 6.82 | 6.86 | 7.97 | 1.65 | 1.17 | 1.79 | 1.89 | 2.18 | 3.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.72 | 3.33 |
Data as of 06/03/2026, Common starting date is 06/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAAX (SPIRIT OF AMERICA REAL ESTATE INCOME AND GROWTH FUND CLASS A) |
-37.77%
Feb 2006 – Feb 2009 |
-22.44%
Feb 2004 – Feb 2009 |
-7.88%
Feb 1999 – Feb 2009 |
1.16%
Jun 2005 – Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAAX (SPIRIT OF AMERICA REAL ESTATE INCOME AND GROWTH FUND CLASS A) |
42.58%
Mar 2009 – Mar 2012 |
28.43%
Feb 2009 – Feb 2014 |
17.13%
Feb 2009 – Feb 2019 |
12.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart