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Spirit of America Income A (SOAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.190.00 (0.00%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.97%
5-Year Average Return1.98%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Jun 24, 2024)17.10%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return17.10%
Worst 3-Yr Total Return-1.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSOAIXCategory
YTD1.46%-2.13%
1-Month2.14%3.11%
3-Month0.13%5.79%
1-Year6.18%3.24%
3-Year-0.87%9.85%
5-Year1.87%6.00%
10-Year3.26%7.05%
Last Bull Market12.36%5.89%
Last Bear Market-6.14%9.39%

Annual Total Return (%) History

Year
SOAIXCategory
2024
N/AN/A
2023
6.94%N/A
2022
-12.69%N/A
2021
4.59%N/A
2020
5.95%14.29%
2019
11.64%19.31%
2018
-0.87%-3.26%
2017
7.51%9.74%
2016
4.99%6.05%
2015
-0.17%-2.58%
2014
14.79%11.34%
2013
-3.98%-5.31%
2012
10.48%12.97%
2011
16.12%11.47%
2010
8.23%11.43%
2009
17.10%15.90%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.56%N/AN/AN/A
20233.28%0.28%-3.36%6.84%
2022-3.93%-6.14%-5.21%2.15%
2021-0.54%3.86%-0.03%1.29%
2020-5.61%5.21%2.38%4.22%
20195.18%2.97%2.99%0.09%
2018-1.57%1.41%0.20%-0.88%
20172.16%1.95%1.79%1.41%
20163.15%4.79%0.97%-3.81%
20151.86%-2.54%0.51%0.05%
20144.51%5.20%1.72%2.64%
20131.41%-3.10%-2.51%0.22%
20122.29%3.35%2.84%1.61%
20112.16%4.48%7.19%1.49%
20103.64%3.68%4.86%-3.94%
2009-4.79%11.96%10.53%-0.61%

Rank In Category (By Total Return)

YTD1
1-Month85
3-Month13
1-Year2
3-Year2
5-Year1

Load Adjusted Returns

1-Year1.13%
3-Year-2.47%
5-Year0.88%
10-Year2.76%