Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOAEX (SPIRIT OF AMERICA ENERGY FUND CLASS A) | 20.96% | 28.29% | 21.72% | 17.98% | -1.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOAEX (SPIRIT OF AMERICA ENERGY FUND CLASS A) | 07/09/2014 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.41 | 28.29 | 21.72 | 17.98 | -1.67 | NA | NA | … | … | 20.96 | 6.05 | 21.75 | 13.10 | 30.26 | 34.19 | -25.97 | -59.27 | -12.56 | -3.84 | 18.08 | -31.86 | -15.35 |
| Sharpe Ratio | NA | 1.85 | 1.14 | 0.86 | -0.06 | NA | NA | … | … | 4.07 | 0.15 | 1.18 | 0.60 | 1.09 | 1.79 | -0.45 | -0.55 | -0.68 | -0.32 | 0.60 | -1.12 | -1.18 |
| Standard Deviation(%) | NA | 15.68 | 17.95 | 20.02 | 43.03 | NA | NA | … | … | 18.14 | 21.85 | 15.35 | 15.95 | 26.56 | 19.09 | 57.91 | 110.09 | 20.59 | 14.30 | 29.57 | 28.36 | 24.78 |
| Draw Down(%) | NA | 8.03 | 19.30 | 20.84 | 87.41 | NA | NA | … | … | 8.03 | 19.30 | 11.49 | 10.64 | 20.84 | 12.23 | 62.98 | 71.04 | 25.67 | 16.30 | 27.53 | 42.40 | 23.91 |
| Yield(%) | 0.00 | 6.91 | 17.57 | 16.82 | 8.68 | 3.85 | 2.89 | … | … | 0.00 | 12.72 | 26.73 | 23.13 | 22.84 | 25.02 | 38.67 | 20.50 | 18.74 | 14.59 | 14.74 | 8.90 | 1.89 |
Data as of 06/04/2026, Common starting date is 07/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAEX (SPIRIT OF AMERICA ENERGY FUND CLASS A) |
-43.38%
Mar 2017 – Mar 2020 |
-31.12%
Mar 2015 – Mar 2020 |
-8.82%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAEX (SPIRIT OF AMERICA ENERGY FUND CLASS A) |
33.39%
Mar 2020 – Mar 2023 |
28.25%
Mar 2020 – Mar 2025 |
0.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart