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Spirit of America Energy C (SACEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.32-0.14 (-1.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.39%
5-year average return6.11%
Number of years up4
Number of years down3
Best 1-yr total return (4 Jul 2024)33.32%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return33.32%
Worst 3-yr total return-16.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSACEXCategory
YTD13.72%38.02%
1-month0.68%4.39%
3-month-1.00%17.34%
1-year27.13%54.67%
3-year18.32%0.06%
5-year6.48%0.07%
10-year0.00%1.70%
Last bull market18.57%11.80%
Last bear market-7.30%-7.14%

Annual total return (%) history

Year
SACEXCategory
2024
N/AN/A
2023
12.25%N/A
2022
29.34%N/A
2021
33.32%N/A
2020
-35.06%-23.34%
2019
10.73%13.05%
2018
-17.90%-16.32%
2017
-4.76%-5.78%
2016
N/A27.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.88%-1.00%N/AN/A
20230.51%-0.09%10.10%1.54%
202221.60%-7.30%1.74%12.79%
202118.55%12.09%-2.97%3.39%
2020-51.61%27.86%-12.38%19.81%
201917.31%-1.42%-3.71%-0.57%
2018-11.95%10.52%2.92%-18.03%
20173.33%-6.92%-0.50%-0.48%
201613.54%3.21%4.45%N/A

Rank in category (by total return)

YTD79
1-month91
3-month100
1-year74
3-year52
5-year94

Load adjusted returns

1-year26.15%
3-year18.32%
5-year6.48%
10-yearN/A