Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOITX (Spirit of America Income Fund Institutional Shares) | 0.83% | 5.97% | 5.69% | 1.72% | 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 |
|---|---|---|
| SOITX (Spirit of America Income 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 (%) | -0.40 | 5.97 | 5.69 | 1.72 | NA | NA | NA | … | … | 0.83 | 6.74 | 5.51 | 7.31 | -12.50 | 4.83 | 9.89 |
| Sharpe Ratio | NA | 0.97 | 0.54 | -0.11 | NA | NA | NA | … | … | -0.17 | 0.81 | 0.34 | 0.54 | -1.72 | 1.34 | 4.00 |
| Standard Deviation(%) | NA | 3.95 | 5.49 | 6.01 | NA | NA | NA | … | … | 4.32 | 4.79 | 5.54 | 6.82 | 8.15 | 3.57 | 3.78 |
| Draw Down(%) | NA | 3.04 | 6.64 | 16.60 | NA | NA | NA | … | … | 3.04 | 4.28 | 3.89 | 9.13 | 16.22 | 2.03 | 2.05 |
| Yield(%) | 0.00 | 6.48 | 6.16 | 5.34 | 3.32 | 2.22 | 1.66 | … | … | 1.72 | 6.77 | 5.64 | 6.39 | 6.74 | 5.16 | 2.74 |
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 |
|---|---|---|---|---|
| SOITX (Spirit of America Income Fund Institutional Shares) |
-1.88%
Oct 2020 – Oct 2023 |
1.86%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOITX (Spirit of America Income Fund Institutional Shares) |
7.30%
Oct 2022 – Oct 2025 |
3.01%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart