Spirit of America

Statistics as of Apr 04, 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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Long-Term Bond
Expense Ratio
1.13%
TTM Yield
4.9%
3yr Sharpe
-0.32
YTD Return
1.7%
3yr Return
4.6%
1yr Return
5.2%
Total Assets
$60M
6M Money Flow
-$8M
Muni National Interm
Expense Ratio
0.92%
TTM Yield
2.8%
3yr Sharpe
-0.60
YTD Return
0.8%
3yr Return
2.8%
1yr Return
3.2%
Total Assets
$29M
6M Money Flow
-$3M
Energy Limited Partnership
Expense Ratio
1.48%
TTM Yield
2.2%
3yr Sharpe
0.64
YTD Return
-7.9%
3yr Return
33.4%
1yr Return
-6.8%
Total Assets
$174M
6M Money Flow
-$22M
Real Estate
Expense Ratio
1.60%
TTM Yield
1.9%
3yr Sharpe
-0.38
YTD Return
-8.3%
3yr Return
-17.4%
1yr Return
2.7%
Total Assets
$67M
6M Money Flow
-$598K
Utilities
Expense Ratio
1.53%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
0.2%
3yr Return
-
1yr Return
18.5%
Total Assets
$30M
6M Money Flow
$8M
Large Blend
Expense Ratio
1.52%
TTM Yield
0.0%
3yr Sharpe
0.35
YTD Return
-15.3%
3yr Return
20.2%
1yr Return
-1.0%
Total Assets
$159M
6M Money Flow
-$7M