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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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★★
Number of years up
2
Number of years down
1
Best 1-yr total return (1 Jul 2024)
29.64%
Worst 1-yr total return (1 Jul 2024)
N/A
Risk statistics
3 years
SOIVX
Category average
5 years
SOIVX
Category average
10 years
SOIVX
Category average
Alpha
2.81
-0.01
1.12
-0.01
-0.95
-0.01
BETA
1.04
0.01
1.01
0.01
1.01
0.01
Mean annual return
1.16
0.01
1.47
0.01
1.03
0.01
R-squared
97.47
0.94
97.85
0.95
97.88
0.95
Standard deviation
18.85
0.17
18.62
0.19
15.59
0.15
Sharpe ratio
0.57
0
0.83
0.01
0.69
0.01
Treynor ratio
9.14
0.03
14.76
0.1
10.03
0.1
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