Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOAVX (SPIRIT OF AMERICA LARGE CAP VALUE FUND CLASS A) | 13.80% | 31.35% | 26.21% | 15.02% | 14.91% | 12.80% | 9.58% | … | … |
Data as of 06/03/2026, Common starting date is 09/12/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOAVX (SPIRIT OF AMERICA LARGE CAP VALUE FUND CLASS A) | 09/12/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 31.35 | 26.21 | 15.02 | 14.91 | 12.80 | 9.58 | … | … | 13.80 | 17.76 | 33.24 | 25.72 | -20.46 | 26.80 | 15.55 | 29.54 | -7.87 | 20.22 | 8.49 | -2.82 | 12.69 | 25.90 | 11.63 | 0.05 | 11.09 | 17.95 | -31.21 | 1.93 | 8.94 | 1.74 | 9.05 | 19.71 | 0.00 |
| Sharpe Ratio | NA | 2.25 | 1.44 | 0.71 | 0.72 | NA | NA | … | … | 2.25 | 0.73 | 2.05 | 1.71 | -0.92 | 1.95 | 0.44 | 2.22 | -0.55 | 3.14 | 0.68 | -0.19 | 1.14 | 2.58 | 1.02 | 0.00 | 0.59 | 0.79 | -1.00 | -0.09 | 0.57 | -0.05 | 0.81 | 1.64 | -0.07 |
| Standard Deviation(%) | NA | 13.52 | 16.26 | 17.65 | 18.48 | NA | NA | … | … | 15.21 | 20.38 | 14.42 | 13.03 | 23.85 | 13.70 | 35.02 | 12.67 | 16.94 | 6.25 | 12.09 | 14.95 | 11.07 | 10.01 | 11.50 | 22.29 | 18.61 | 22.69 | 31.95 | 14.04 | 9.80 | 9.58 | 10.00 | 11.58 | 13.60 |
| Draw Down(%) | NA | 8.63 | 20.96 | 26.74 | 34.22 | NA | NA | … | … | 8.63 | 20.96 | 9.98 | 9.58 | 25.16 | 4.98 | 34.22 | 6.75 | 20.39 | 2.66 | 10.36 | 13.36 | 7.67 | 5.89 | 8.61 | 19.57 | 16.61 | 24.18 | 40.38 | 8.16 | 6.79 | 5.31 | 8.09 | 10.64 | 7.06 |
| Yield(%) | 0.00 | 9.80 | 9.19 | 6.99 | 8.57 | 8.71 | 6.67 | … | … | 0.00 | 9.97 | 8.07 | 6.37 | 4.71 | 5.80 | 6.17 | 7.55 | 6.45 | 6.27 | 6.53 | 3.01 | 1.04 | 0.84 | 0.67 | 0.36 | 0.08 | 0.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/12/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAVX (SPIRIT OF AMERICA LARGE CAP VALUE FUND CLASS A) |
-14.66%
Feb 2006 – Feb 2009 |
-7.42%
Feb 2004 – Feb 2009 |
3.53%
Feb 2006 – Feb 2016 |
4.76%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAVX (SPIRIT OF AMERICA LARGE CAP VALUE FUND CLASS A) |
27.48%
Sep 2022 – Sep 2025 |
18.43%
Oct 2020 – Oct 2025 |
14.93%
May 2016 – May 2026 |
12.95%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart