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Spirit of America Energy Institutional (SAIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.01-0.15 (-1.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.91%
5-year average return0.00%
Number of years up3
Number of years downN/A
Best 1-yr total return (4 Jul 2024)34.66%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return34.66%
Worst 3-yr total return25.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAIEXCategory
YTD14.32%38.02%
1-month0.82%4.39%
3-month-0.71%17.34%
1-year28.49%54.67%
3-year19.52%0.06%
5-year7.49%0.07%
10-year0.00%1.70%
Last bull market19.07%11.80%
Last bear market-7.06%-7.14%

Annual total return (%) history

Year
SAIEXCategory
2024
N/AN/A
2023
13.31%N/A
2022
30.67%N/A
2021
34.66%N/A
2020
N/A-23.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.14%-0.71%N/AN/A
20230.73%0.08%10.38%1.82%
202221.85%-7.06%2.03%13.08%
202118.88%12.30%-2.70%3.67%
2020-12.20%20.04%N/AN/A

Rank in category (by total return)

YTD77
1-month89
3-month95
1-year65
3-year39
5-year85

Load adjusted returns

1-year28.49%
3-year19.52%
5-year7.49%
10-yearN/A