Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Spirit of America Municipal T/F Bond A (SOAMX)

8.41
+0.13
+(1.57%)
As of 8:09:24 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.43%
5y Average Return -0.23%
Number of Years Up 14
Number of Years Down 2
Best 1Y Total Return (Apr 9, 2025) 12.43%
Worst 1Y Total Return (Apr 9, 2025) --
Best 3Y Total Return 12.43%
Worst 3Y Total Return -1.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SOAMX
Category
YTD
-0.03%
1.33%
1-Month
-1.28%
0.30%
3-Month
-0.03%
1.53%
1-Year
1.70%
4.61%
3-Year
0.66%
4.51%
5-Year
0.22%
2.72%
10-Year
1.44%
3.64%
Last Bull Market
3.53%
5.19%
Last Bear Market
-3.46%
5.33%

Annual Total Return (%) History

Year
SOAMX
Category
2025
--
--
2024
1.71%
--
2023
4.48%
--
2022
-8.87%
--
2021
0.88%
--
2020
3.56%
4.51%
2019
5.06%
6.91%
2018
0.96%
0.78%

2017
4.75%
4.61%
2016
0.64%
-0.20%
2015
3.01%
2.50%
2014
12.35%
6.77%
2013
-8.40%
-2.27%
2012
8.87%
5.62%
2011
12.43%
9.00%
2010
2.44%
2.22%
2009
30.77%
11.41%
2008
--
-2.32%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.03% -- -- --
2024 -0.02% 0.22% 2.10% -0.58%
2023 2.73% -0.21% -3.84% 5.97%
2022 -5.07% -3.46% -4.09% 3.69%
2021 -0.52% 1.26% -0.61% 0.76%
2020 0.05% 1.54% 0.64% 1.30%
2019 1.95% 1.50% 1.15% 0.38%
2018 -0.69% 0.58% -0.15% 1.22%
2017 1.31% 1.65% 0.90% 0.81%
2016 1.87% 3.10% -0.23% -3.95%

2015 0.97% -1.62% 1.75% 1.93%
2014 5.19% 3.03% 1.67% 1.97%
2013 -0.14% -5.07% -3.07% -0.31%
2012 3.01% 2.41% 2.80% 0.39%
2011 -0.61% 5.60% 4.59% 2.42%
2010 2.56% 2.31% 4.20% -6.31%
2009 8.89% 6.71% 15.25% -2.34%
2008 1.57% -8.74% -12.92% --

Rank in Category (By Total Return)

YTD 55
1-Month 27
3-Month 55
1-Year 52
3-Year 95
5-Year 96

Load Adjusted Returns

1-Year -3.13%
3-Year -0.96%
5-Year -0.75%
10-Year 0.95%

Performance & Risk

YTD Return -2.43%
5y Average Return -0.23%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Muni National Interm
Fund Family Spirit of America
Net Assets 29.17M
YTD Return -0.03%
Yield 2.77%
Morningstar Rating
Inception Date May 01, 2020

Fund Summary

The fund normally invests at least 80% of its assets in municipal bonds that are exempt from federal income tax, including the alternative minimum tax. The advisor intends to invest a substantial portion of its assets in high yield municipal bonds and "private activity" bonds. It may also invest a portion of its total assets in municipal bonds that finance projects such as those relating to utilities, transportation, health care, housing and education, and a portion of its total assets in industrial development bonds.

Related Tickers

GMCFX GMO International Equity Fund
25.74
+5.67%
 
GMOIX GMO International Equity Fund
25.78
+5.66%
 
SAISX SA International Small Company
20.01
+5.09%
 
INIYX VanEck International Investors Gold Y
15.01
+4.89%
 
INIIX VanEck International Investors Gold I
20.50
+4.86%
 
FGADX Franklin Gold and Precious Metals Adv
26.73
+4.66%
 
FGPMX Franklin Gold and Precious Metals R6
27.18
+4.66%
 
FRGOX Franklin Gold and Precious Metals C
20.95
+4.65%
 
FKRCX Franklin Gold and Precious Metals A
24.34
+4.64%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
15.15
+4.41%
 
FEURX First Eagle Gold R6
35.21
+3.83%
 
GEMNX GMO Emerging Markets R6
21.76
+3.52%
 
GEMEX GMO Emerging Markets I
21.71
+3.48%
 
SSHQX State Street Hedged Intl Dev Eq Idx K
115.04
+3.12%
 
CADOX Columbia Minnesota Tax-Exempt Inst2
18.84
+3.06%
 
CMNZX Columbia Minnesota Tax-Exempt Inst
18.85
+3.01%
 
CNYZX Columbia Strat New York Muncpl Inc Inst
25.09
+3.00%
 
CNTYX Columbia Strat New York Muncpl Inc Inst3
25.11
+2.99%
 
CNYRX Columbia Strat New York Muncpl Inc Inst2
25.03
+2.96%
 
CCAZX Columbia Strat CA Muncpl Inc Inst
25.94
+2.85%
 
CCXYX Columbia Strategic California Municipal Income Fund
26.08
+2.84%
 
PTIMX Performance Trust Municipal Bond Instl
22.05
+2.04%
 
FSHCX Fidelity Select Health Care Svcs Port
117.98
+0.87%
 
APDIX Artisan International Fund
27.93
+0.79%
 
AIVGX American Funds International Vntg F-3
16.64
+0.79%
 
FGRSX Federated Hermes Intl Leaders R6
36.73
+0.66%
 
FGFLX Federated Hermes Intl Leaders IS
36.79
+0.66%
 
NPSFX Nuveen Preferred Secs & Inc R6
15.20
+0.60%
 
ISCCX Federated Hermes Intl Small-Mid Co C
26.81
+0.56%
 
ISCAX Federated Hermes Intl Small-Mid Co A
39.73
+0.56%
 
ISCIX Federated Hermes Intl Small-Mid Co IS
41.04
+0.54%
 
NPSAX Nuveen Preferred Secs & Inc A
15.14
+0.53%
 
NPSRX Nuveen Preferred Secs & Inc I
15.16
+0.53%
 
UGTCX Victory Growth and Tax Strategy Fund
25.85
+0.51%
 
UGTAX Victory Growth and Tax Strategy Fund
26.07
+0.50%
 
UGTIX Victory Growth and Tax Strategy Fund
26.13
+0.50%
 
USBLX Victory Growth and Tax Strategy Fund
26.15
+0.50%
 
ICMPX Lazard International Quality Gr Instl
15.58
+0.45%
 
RCMPX Lazard International Quality Gr R6
15.59
+0.45%
 
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.72
+0.38%
 
GLIFX Lazard Global Listed Infrastructure Portfolio
16.14
+0.37%
 
FCIKX NYLI PineStone International Eq Inv Cl
15.67
+0.32%
 
FCIHX NYLI PineStone International Equity Cl P
15.73
+0.32%
 
FCIUX NYLI PineStone International Equity Cl I
15.74
+0.32%
 
GLFOX Lazard Global Listed Infrastructure Portfolio
16.15
+0.31%
 
AIFRX abrdn Global Infrastructure Instl
22.82
+0.26%
 
FCICX NYLI PineStone International Equity Cl C
15.51
+0.26%
 
FCIRX NYLI PineStone International Equity Cl A
15.68
+0.26%
 
FCIWX NYLI PineStone International Eq Cl R6
15.80
+0.25%
 
FNORX Fidelity Nordic
58.08
+0.19%
 
DPIIX Destra Flaherty & Crumrine Preferred and Income Fund
16.27
+0.18%
 
DPIAX Destra Flaherty & Crumrine Preferred and Income Fund
16.35
+0.18%
 
CNPIX Consumer Staples UltraSector ProFund Inv
74.21
+0.18%
 
CNPSX Consumer Staples UltraSector ProFund Svc
64.42
+0.17%
 
ARINX Archer Income
17.98
+0.17%
 
FTISX Fidelity Advisor Intl Small Cap M
29.87
+0.13%
 
VEGBX Vanguard Emerging Markets Bond Admiral
22.70
+0.13%
 
FISMX Fidelity International Small Cap
30.71
+0.13%
 
FPEAX First Trust Preferred Sec & Inc A
18.93
+0.11%
 
FICSX Fidelity Advisor Intl Small Cap C
28.79
+0.10%
 
FIASX Fidelity Advisor Intl Small Cap A
30.02
+0.10%
 
FIQIX Fidelity Advisor Intl Small Cap Z
30.88
+0.10%
 
FIXIX Fidelity Advisor Intl Small Cap I
30.92
+0.10%
 
MISMX Matthews EM Sm Coms Instl
20.92
+0.10%
 
MSMLX Matthews EM Sm Coms Inv
20.94
+0.10%
 
MIEIX MFS International Equity R6
34.07
+0.06%
 
FPEIX First Trust Preferred Sec & Inc I
19.12
+0.05%
 
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
 
FPEFX First Trust Preferred Sec & Inc F
19.20
+0.05%
 
GILHX Guggenheim Limited Duration Instl
24.44
0.00%
 
CDSIX Calvert Short Duration Income Fund
15.72
0.00%
 
RWSNX Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMART") Fund
15.67
0.00%
 
BSPAX iShares S&P 500 Index Investor A
616.48
0.00%
 
MAIIX iShares MSCI EAFE International Index Fund
15.56
0.00%
 
LPRKX BlackRock LifePath Dyn 2040 R
15.72
0.00%
 
LPHIX BlackRock LifePath Dyn 2045 Instl
16.49
0.00%
 
LPHAX BlackRock LifePath Dyn 2045 Investor A
16.37
0.00%
 
BMCKX BlackRock Advantage Large Cap Gr K
21.78
0.00%
 
WFSPX iShares S&P 500 Index K
616.77
0.00%
 
LIPAX BlackRock LifePath Index 2050 Fund
21.54
0.00%
 
LIHIX BlackRock LifePath Index 2045 Fund
20.79
0.00%
 
BSPIX iShares S&P 500 Index Institutional
616.62
0.00%
 
SHISX BlackRock Health Sciences Opps Svc
59.85
0.00%
 
BSTSX BlackRock Technology Opportunities Svc
56.30
0.00%
 
FTMCX First Trust Multi-Strategy Cl C
23.90
0.00%
 
CDSRX Calvert Short Duration Income R6
15.72
0.00%
 
LIVPX BlackRock LifePath Index 2055 Inv P
22.20
0.00%
 
BGSRX BlackRock Technology Opportunities Fund
54.70
0.00%
 
SHSCX BlackRock Health Sciences Opps Inv C
47.53
0.00%
 
SHSKX BlackRock Health Sciences Opps K
64.26
0.00%
 
SHSAX BlackRock Health Sciences Opps Inv A
59.50
0.00%
 
BHSRX BlackRock Health Sciences Opportunities Portfolio
57.32
0.00%
 
BGSIX BlackRock Technology Opportunities Fund
60.92
0.00%
 
LPRPX BlackRock LifePath Dyn 2050 R
20.49
0.00%
 
LIKKX BlackRock LifePath Index 2040 Fund
19.37
0.00%
 
LPVAX BlackRock LifePath Dyn 2055 Investor A
17.49
0.00%
 
LIPPX BlackRock LifePath Index 2050 Fund
21.51
0.00%
 
LPSFX BlackRock LifePath Dyn 2040 K
16.30
0.00%
 
LPHKX BlackRock LifePath Dyn 2045 K
16.77
0.00%
 
LIVIX BlackRock LifePath Index 2055 Instl
22.31
0.00%