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Spirit of America Energy A (SOAEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.21-0.06 (-0.49%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.52%
5-year average return6.98%
Number of years up5
Number of years down4
Best 1-yr total return (20 Jun 2024)34.37%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return34.37%
Worst 3-yr total return-15.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSOAEXCategory
YTD0.81%38.02%
1-month-9.88%4.39%
3-month-4.10%17.34%
1-year19.84%54.67%
3-year15.16%0.06%
5-year5.41%0.07%
10-year0.00%1.70%
Last bull market18.95%11.80%
Last bear market-7.08%-7.14%

Annual total return (%) history

Year
SOAEXCategory
2024
N/AN/A
2023
13.13%N/A
2022
30.24%N/A
2021
34.37%N/A
2020
-34.55%-23.34%
2019
11.52%13.05%
2018
-17.23%-16.32%
2017
-4.09%-5.78%
2016
17.88%27.30%
2015
-31.94%-34.98%
2014
N/A7.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.04%N/AN/AN/A
20230.74%-0.00%10.31%1.80%
202221.79%-7.08%1.95%12.89%
202118.78%12.29%-2.81%3.65%
2020-51.55%28.12%-12.11%19.96%
201917.51%-1.27%-3.58%-0.30%
2018-11.75%10.70%3.13%-17.84%
20173.51%-6.65%-0.50%-0.24%
2016-4.38%14.20%3.19%4.62%
2015-2.43%-3.22%-25.04%-3.84%
2014-15.52%N/AN/AN/A

Rank in category (by total return)

YTD99
1-month99
3-month99
1-year99
3-year84
5-year98

Load adjusted returns

1-year12.95%
3-year12.91%
5-year4.17%
10-yearN/A