Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOIAX (Spirit of America Real Estate Income & Growth Fund Institutional Shares) | 13.21% | 12.91% | 9.58% | 3.37% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOIAX (Spirit of America Real Estate Income & Growth Fund Institutional Shares) | 05/04/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.35 | 12.91 | 9.58 | 3.37 | NA | NA | NA | … | … | 13.21 | -0.73 | 8.02 | 9.85 | -28.19 | 42.37 | 15.40 |
| Sharpe Ratio | NA | 0.87 | 0.45 | 0.08 | NA | NA | NA | … | … | 2.56 | -0.21 | 0.29 | 0.33 | -1.24 | 2.86 | 1.06 |
| Standard Deviation(%) | NA | 12.62 | 16.18 | 18.23 | NA | NA | NA | … | … | 13.47 | 16.98 | 15.18 | 19.16 | 24.04 | 14.78 | 22.52 |
| Draw Down(%) | NA | 7.67 | 19.28 | 35.68 | NA | NA | NA | … | … | 7.67 | 15.40 | 9.93 | 20.68 | 34.17 | 7.68 | 8.83 |
| Yield(%) | 0.00 | 10.17 | 9.74 | 7.44 | 5.46 | 3.64 | 2.73 | … | … | 0.00 | 10.22 | 9.80 | 9.92 | 6.58 | 8.94 | 9.10 |
Data as of 06/04/2026, Common starting date is 05/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOIAX (Spirit of America Real Estate Income & Growth Fund Institutional Shares) |
-5.20%
Dec 2021 – Dec 2024 |
3.79%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOIAX (Spirit of America Real Estate Income & Growth Fund Institutional Shares) |
10.36%
May 2023 – May 2026 |
6.13%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart