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Nasdaq - Delayed Quote USD

Spirit of America Large Cap Value C (SACVX)

27.40
-0.47
(-1.69%)
At close: 8:02:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -15.52%
5y Average Return 16.92%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 4, 2025) 32.37%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 32.37%
Worst 3Y Total Return 6.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SACVX
Category
YTD
-6.37%
5.31%
1-Month
-7.07%
-4.19%
3-Month
-6.37%
3.90%
1-Year
6.43%
20.31%
3-Year
9.52%
6.48%
5-Year
18.41%
11.78%
10-Year
10.47%
10.96%
Last Bull Market
23.08%
25.56%
Last Bear Market
-17.94%
-15.11%

Annual Total Return (%) History

Year
SACVX
Category
2025
--
--
2024
32.37%
--
2023
24.80%
22.32%
2022
-18.29%
-16.96%
2021
28.37%
26.07%
2020
14.70%
15.83%
2019
28.59%
28.78%
2018
-8.50%
-6.27%

2017
19.37%
20.44%
2016
--
10.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.37% -- -- --
2024 16.45% 6.96% 3.35% 2.83%
2023 7.13% 8.33% -1.95% 9.68%
2022 -3.79% -17.94% -5.27% 9.26%
2021 6.13% 7.86% 0.15% 11.98%
2020 -20.05% 19.21% 9.11% 10.31%
2019 12.26% 4.30% 1.38% 8.34%
2018 -2.45% 2.12% 7.63% -14.66%
2017 5.22% 2.61% 3.84% 6.48%
2016 2.15% 1.52% 3.92% --

Rank in Category (By Total Return)

YTD 90
1-Month 94
3-Month 90
1-Year 50
3-Year 18
5-Year 29

Load Adjusted Returns

1-Year 5.43%
3-Year 9.52%
5-Year 18.41%
10-Year 10.47%

Performance & Risk

YTD Return -15.52%
5y Average Return 16.92%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Spirit of America
Net Assets 177.01M
YTD Return -6.37%
Yield 3.73%
Morningstar Rating
Inception Date Mar 15, 2016

Fund Summary

The fund's advisor focuses on the large cap value segment of the U.S. equity market. It invests at least 80% of its total assets in large cap equity securities of companies in the value segment of the market. The advisor considers a company to be a large cap company if it has a market capitalization of $5 billion or greater at the time of purchase. To earn current income, the fund will invest in the equity securities of companies that have a proven history of paying consistent dividends. It may also invest in MLPs.

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