Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOIMX (Spirit of America Municipal Tax Free Bond Fund Institutional Shares) | 1.38% | 6.14% | 3.04% | 0.55% | 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 |
|---|---|---|
| SOIMX (Spirit of America Municipal Tax Free Bond 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 (%) | 0.35 | 6.14 | 3.04 | 0.55 | NA | NA | NA | … | … | 1.38 | 4.15 | 1.67 | 4.63 | -8.75 | 1.02 | 4.26 |
| Sharpe Ratio | NA | 1.36 | 0.05 | -0.56 | NA | NA | NA | … | … | 0.20 | 0.34 | -0.77 | 0.24 | -2.24 | 0.69 | 5.03 |
| Standard Deviation(%) | NA | 2.59 | 3.34 | 3.52 | NA | NA | NA | … | … | 3.02 | 3.68 | 2.54 | 4.02 | 4.56 | 1.45 | 1.27 |
| Draw Down(%) | NA | 2.20 | 6.05 | 13.74 | NA | NA | NA | … | … | 2.20 | 3.71 | 1.73 | 6.63 | 13.47 | 1.68 | 1.03 |
| Yield(%) | 0.00 | 3.42 | 2.94 | 2.34 | 1.47 | 0.98 | 0.74 | … | … | 1.25 | 3.34 | 2.88 | 2.20 | 1.89 | 2.07 | 1.79 |
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 |
|---|---|---|---|---|
| SOIMX (Spirit of America Municipal Tax Free Bond Fund Institutional Shares) |
-2.97%
Oct 2020 – Oct 2023 |
-0.19%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOIMX (Spirit of America Municipal Tax Free Bond Fund Institutional Shares) |
5.00%
Oct 2022 – Oct 2025 |
0.89%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart