Spirit of America

Statistics as of Apr 02, 2025

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Found total of 6 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▼
Utilities
Expense Ratio
1.53%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
6.9%
3yr Return
-
1yr Return
25.4%
Total Assets
$32M
6M Money Flow
$8M
Real Estate
Expense Ratio
1.60%
TTM Yield
1.8%
3yr Sharpe
-0.38
YTD Return
0.2%
3yr Return
-10.2%
1yr Return
11.7%
Total Assets
$73M
6M Money Flow
-$598K
Muni National Interm
Expense Ratio
0.92%
TTM Yield
2.8%
3yr Sharpe
-0.60
YTD Return
0.1%
3yr Return
2.1%
1yr Return
2.3%
Total Assets
$29M
6M Money Flow
-$3M
Large Blend
Expense Ratio
1.52%
TTM Yield
0.0%
3yr Sharpe
0.35
YTD Return
-4.9%
3yr Return
36.0%
1yr Return
9.5%
Total Assets
$178M
6M Money Flow
-$7M
Long-Term Bond
Expense Ratio
1.13%
TTM Yield
4.9%
3yr Sharpe
-0.32
YTD Return
2.3%
3yr Return
5.1%
1yr Return
5.9%
Total Assets
$61M
6M Money Flow
-$8M
Energy Limited Partnership
Expense Ratio
1.48%
TTM Yield
1.9%
3yr Sharpe
0.64
YTD Return
8.4%
3yr Return
57.9%
1yr Return
10.3%
Total Assets
$204M
6M Money Flow
-$22M