Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOIOX (Spirit of America Income & Opportunity Fund Institutional Shares) | NA | 5.89% | NA | NA | NA | NA | NA | … | … |
Data as of 03/03/2023, Common starting date is 05/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOIOX (Spirit of America Income & Opportunity Fund Institutional Shares) | 05/04/2020 | 03/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.89 | NA | NA | NA | NA | NA | … | … | 21.68 | -25.10 | 9.13 | 8.72 |
| Sharpe Ratio | NA | 0.17 | NA | NA | NA | NA | NA | … | … | 7.10 | -1.70 | 1.07 | 1.54 |
| Standard Deviation(%) | NA | 20.11 | NA | NA | NA | NA | NA | … | … | 30.65 | 15.63 | 8.49 | 8.66 |
| Draw Down(%) | NA | 21.08 | NA | NA | NA | NA | NA | … | … | 0.50 | 25.29 | 3.80 | 3.68 |
| Yield(%) | 0.00 | 14.88 | 10.03 | 6.02 | 3.01 | 2.01 | 1.50 | … | … | 11.23 | 5.74 | 6.32 | 6.80 |
Data as of 03/03/2023, 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 |
|---|---|---|---|---|
| SOIOX (Spirit of America Income & Opportunity Fund Institutional Shares) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOIOX (Spirit of America Income & Opportunity Fund Institutional Shares) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart