Spirit of America

Statistics as of May 01, 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 ▲
Energy Limited Partnership
Expense Ratio
1.48%
TTM Yield
2.1%
3yr Sharpe
0.43
YTD Return
-3.5%
3yr Return
43.0%
1yr Return
3.9%
Total Assets
$175M
6M Money Flow
-$28M
Large Blend
Expense Ratio
1.52%
TTM Yield
0.0%
3yr Sharpe
0.55
YTD Return
-5.7%
3yr Return
48.4%
1yr Return
13.2%
Total Assets
$176M
6M Money Flow
-$7M
Long-Term Bond
Expense Ratio
1.13%
TTM Yield
5.0%
3yr Sharpe
-0.18
YTD Return
1.0%
3yr Return
8.6%
1yr Return
6.8%
Total Assets
$59M
6M Money Flow
-$7M
Muni National Interm
Expense Ratio
0.92%
TTM Yield
2.8%
3yr Sharpe
-0.50
YTD Return
-0.4%
3yr Return
4.4%
1yr Return
2.1%
Total Assets
$28M
6M Money Flow
-$3M
Real Estate
Expense Ratio
1.60%
TTM Yield
1.8%
3yr Sharpe
-0.36
YTD Return
-2.2%
3yr Return
-6.3%
1yr Return
13.5%
Total Assets
$72M
6M Money Flow
$433K
Utilities
Expense Ratio
1.53%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
5.8%
3yr Return
-
1yr Return
21.4%
Total Assets
$33M
6M Money Flow
$7M