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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: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★★
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

Risk statistics

3 years
SOIVXCategory average
5 years
SOIVXCategory average
10 years
SOIVXCategory average
Alpha
2.81-0.01
1.12-0.01
-0.95-0.01
BETA
1.040.01
1.010.01
1.010.01
Mean annual return
1.160.01
1.470.01
1.030.01
R-squared
97.470.94
97.850.95
97.880.95
Standard deviation
18.850.17
18.620.19
15.590.15
Sharpe ratio
0.570
0.830.01
0.690.01
Treynor ratio
9.140.03
14.760.1
10.030.1