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Spirit of America Large Cap Value Inst (SOIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.70+0.29 (+0.89%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return25.83%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (1 Jul 2024)29.64%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return29.64%
Worst 3-yr total return10.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSOIVXCategory
YTD19.73%5.31%
1-month6.80%-4.19%
3-month8.05%3.90%
1-year38.01%20.31%
3-year12.82%6.48%
5-year17.14%11.78%
10-year11.68%10.96%
Last bull market31.96%25.56%
Last bear market-17.78%-15.11%

Annual total return (%) history

Year
SOIVXCategory
2024
N/AN/A
2023
26.05%22.32%
2022
-17.48%-16.96%
2021
29.64%26.07%
2020
N/A15.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.77%N/AN/AN/A
20237.41%8.61%-1.72%9.93%
2022-3.52%-17.78%-5.02%9.52%
20216.42%8.10%0.40%12.25%
20209.36%10.63%N/AN/A

Rank in category (by total return)

YTD1
1-month2
3-month2
1-year2
3-year1
5-year5

Load adjusted returns

1-year38.01%
3-year12.82%
5-year17.14%
10-year11.68%