Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOIVX (Spirit of America Large Cap Value Fund Institutional Shares) | 15.07% | 33.23% | 27.01% | 16.63% | 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 |
|---|---|---|
| SOIVX (Spirit of America Large Cap Value 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 (%) | 1.26 | 33.23 | 27.01 | 16.63 | NA | NA | NA | … | … | 15.07 | 18.14 | 33.68 | 26.10 | -17.42 | 29.63 | 32.74 |
| Sharpe Ratio | NA | 2.28 | 1.46 | 0.80 | NA | NA | NA | … | … | 2.28 | 0.75 | 2.09 | 1.74 | -0.79 | 2.19 | 2.85 |
| Standard Deviation(%) | NA | 13.49 | 16.24 | 17.61 | NA | NA | NA | … | … | 15.19 | 20.37 | 14.40 | 13.03 | 23.84 | 13.51 | 18.55 |
| Draw Down(%) | NA | 8.60 | 20.90 | 25.15 | NA | NA | NA | … | … | 8.60 | 20.90 | 9.95 | 9.51 | 25.00 | 4.94 | 9.04 |
| Yield(%) | 0.00 | 10.11 | 9.56 | 8.20 | 6.55 | 4.36 | 3.27 | … | … | 0.00 | 10.29 | 8.44 | 6.71 | 7.57 | 8.54 | 7.46 |
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 |
|---|---|---|---|---|
| SOIVX (Spirit of America Large Cap Value Fund Institutional Shares) |
10.28%
Nov 2020 – Nov 2023 |
14.34%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOIVX (Spirit of America Large Cap Value Fund Institutional Shares) |
29.36%
Sep 2022 – Sep 2025 |
20.07%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart