Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOAMX (SPIRIT OF AMERICA MUNICIPAL TAX FREE BOND FUND CLASS A SHARES) | 1.33% | 6.24% | 3.08% | 0.47% | 1.42% | 2.66% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOAMX (SPIRIT OF AMERICA MUNICIPAL TAX FREE BOND FUND CLASS A SHARES) | 03/06/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 6.24 | 3.08 | 0.47 | 1.42 | 2.66 | NA | … | … | 1.33 | 3.98 | 1.71 | 4.49 | -8.86 | 0.72 | 3.55 | 5.06 | 0.96 | 4.77 | 0.64 | 3.01 | 12.31 | -8.42 | 8.91 | 12.39 | 1.98 | 27.42 | -24.02 |
| Sharpe Ratio | NA | 1.29 | 0.04 | -0.59 | -0.06 | NA | NA | … | … | 0.06 | 0.29 | -0.74 | 0.21 | -2.30 | 0.50 | 0.61 | 2.42 | -0.26 | 1.95 | 0.16 | 1.22 | 4.85 | -1.58 | 3.06 | 3.43 | 0.42 | 5.33 | -2.87 |
| Standard Deviation(%) | NA | 2.51 | 3.34 | 3.50 | 3.26 | NA | NA | … | … | 2.83 | 3.74 | 2.59 | 3.98 | 4.49 | 1.41 | 5.41 | 1.48 | 1.65 | 2.12 | 2.65 | 2.44 | 2.54 | 5.37 | 2.91 | 3.60 | 4.46 | 5.12 | 10.16 |
| Draw Down(%) | NA | 2.19 | 5.91 | 13.70 | 13.70 | NA | NA | … | … | 2.19 | 3.72 | 1.85 | 6.53 | 13.39 | 1.67 | 7.78 | 1.05 | 1.43 | 1.16 | 5.65 | 3.37 | 1.35 | 13.48 | 2.51 | 4.09 | 8.21 | 4.40 | 27.48 |
| Yield(%) | 0.00 | 3.29 | 2.79 | 2.21 | 2.47 | 3.09 | 2.64 | … | … | 1.20 | 3.18 | 2.73 | 2.05 | 1.76 | 1.76 | 2.55 | 2.96 | 3.14 | 3.22 | 3.21 | 3.45 | 3.94 | 3.53 | 4.24 | 5.38 | 5.01 | 4.52 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAMX (SPIRIT OF AMERICA MUNICIPAL TAX FREE BOND FUND CLASS A SHARES) |
-3.27%
Oct 2020 – Oct 2023 |
-0.63%
Oct 2017 – Oct 2022 |
0.74%
Oct 2012 – Oct 2022 |
2.13%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAMX (SPIRIT OF AMERICA MUNICIPAL TAX FREE BOND FUND CLASS A SHARES) |
13.46%
Dec 2008 – Dec 2011 |
7.81%
Dec 2008 – Dec 2013 |
6.02%
Dec 2008 – Dec 2018 |
4.27%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart