Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOAIX (SPIRIT OF AMERICA INCOME FUND CLASS A) | 0.34% | 5.41% | 5.31% | 1.20% | 3.07% | 4.16% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOAIX (SPIRIT OF AMERICA INCOME FUND CLASS A) | 01/05/2009 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 5.41 | 5.31 | 1.20 | 3.07 | 4.16 | NA | … | … | 0.34 | 6.50 | 5.37 | 6.95 | -12.68 | 3.50 | 5.95 | 11.65 | -0.86 | 7.53 | 4.62 | -0.16 | 14.73 | -4.00 | 8.13 | 15.25 | 7.55 | 12.71 |
| Sharpe Ratio | NA | 0.93 | 0.50 | -0.18 | 0.29 | NA | NA | … | … | -0.22 | 0.74 | 0.32 | 0.48 | -1.74 | 0.95 | 0.69 | 3.42 | -0.68 | 2.04 | 1.08 | -0.04 | 4.19 | -0.83 | 1.98 | 2.65 | 1.35 | 1.70 |
| Standard Deviation(%) | NA | 3.95 | 5.52 | 6.03 | 5.48 | NA | NA | … | … | 4.27 | 4.89 | 5.50 | 6.89 | 8.14 | 3.67 | 8.27 | 2.97 | 3.30 | 3.39 | 4.08 | 4.80 | 3.51 | 4.86 | 4.12 | 5.74 | 5.52 | 7.48 |
| Draw Down(%) | NA | 3.16 | 6.72 | 17.63 | 17.63 | NA | NA | … | … | 3.16 | 4.21 | 3.97 | 9.23 | 16.35 | 2.06 | 14.37 | 1.77 | 3.19 | 1.68 | 6.06 | 4.01 | 1.80 | 9.12 | 2.03 | 2.54 | 6.01 | 8.20 |
| Yield(%) | 0.00 | 6.26 | 5.93 | 4.94 | 4.62 | 4.95 | 4.94 | … | … | 1.64 | 6.53 | 5.41 | 6.13 | 6.54 | 3.87 | 3.85 | 4.56 | 4.47 | 4.50 | 4.12 | 4.51 | 5.19 | 4.72 | 3.37 | 5.92 | 6.74 | 6.00 |
Data as of 06/05/2026, Common starting date is 01/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAIX (SPIRIT OF AMERICA INCOME FUND CLASS A) |
-2.44%
Oct 2020 – Oct 2023 |
0.85%
Oct 2017 – Oct 2022 |
2.52%
Oct 2012 – Oct 2022 |
4.17%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAIX (SPIRIT OF AMERICA INCOME FUND CLASS A) |
15.22%
Feb 2009 – Feb 2012 |
10.22%
Apr 2009 – Apr 2014 |
7.63%
Mar 2009 – Mar 2019 |
5.79%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart