Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SACRX (Spirit of America Real Estate Income & G) | 13.17% | 11.97% | 8.26% | 2.30% | 5.05% | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 03/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SACRX (Spirit of America Real Estate Income & G) | 03/16/2016 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.23 | 11.97 | 8.26 | 2.30 | 5.05 | NA | NA | … | … | 13.17 | -1.63 | 6.83 | 8.82 | -28.93 | 41.05 | -5.78 | 35.57 | -7.43 | 6.11 | 4.09 |
| Sharpe Ratio | NA | 0.83 | 0.36 | -0.02 | 0.19 | NA | NA | … | … | 2.56 | -0.27 | 0.21 | 0.27 | -1.26 | 2.79 | -0.15 | 2.82 | -0.56 | 0.58 | 0.34 |
| Standard Deviation(%) | NA | 13.15 | 16.25 | 18.25 | 19.95 | NA | NA | … | … | 14.04 | 16.95 | 15.27 | 19.08 | 24.13 | 14.71 | 39.96 | 12.10 | 15.69 | 9.44 | 14.37 |
| Draw Down(%) | NA | 7.81 | 19.60 | 36.86 | 41.32 | NA | NA | … | … | 7.81 | 15.58 | 9.97 | 21.27 | 34.68 | 7.79 | 41.32 | 5.84 | 14.68 | 5.99 | 13.14 |
| Yield(%) | 0.00 | 9.08 | 8.56 | 6.48 | 6.87 | 4.74 | 3.56 | … | … | 0.00 | 9.10 | 8.49 | 8.84 | 5.78 | 7.31 | 6.73 | 15.43 | 7.18 | 6.41 | 6.46 |
Data as of 06/18/2026, Common starting date is 03/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SACRX (Spirit of America Real Estate Income & G) |
-6.16%
Dec 2021 – Dec 2024 |
0.65%
Apr 2019 – Apr 2024 |
5.26%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SACRX (Spirit of America Real Estate Income & G) |
21.68%
Dec 2018 – Dec 2021 |
12.09%
Dec 2016 – Dec 2021 |
5.51%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart