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Spirit Of America Investment Fund Inc. Class A: (MF: SOAAX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:27 PM ET

$8.85 USD

-0.01 (-0.11%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.88 42
3 months 2.04 74
6 months 4.13 62
1 Year 1.57 85
3 Year 3.04 79
5 Year 3.98 64
10 Year 5.01 61

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 102.34
Bear Market (10/07 - 2/09) -73.30
Bull Market (2/09 - 3/21) 545.88

Load Adjusted Returns as of Jan 31, 2026

1 Year -5.87
5 Year 2.41
10 Year 3.70
Since Inception 6.04

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.56 -0.39 2.73 -2.64
2024 -0.76 0.16 14.69 -5.66
2023 2.96 0.69 -7.64 14.39
2022 -7.55 -18.09 -9.40 4.28
2021 4.49 11.85 3.05 17.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.87-0.937.559.53-28.4642.03-5.1328.06-6.846.785.62
% Total Return Rel to Index 0.00-19.15-17.47-16.71-10.2513.35-23.53-3.43-2.45-15.00-6.31
% Total Return Rel to Peer 0.00-5.993.91-1.65-6.3410.67-1.172.60-0.39-1.971.13
% Perf Quintile vs Peer* 0.000.000.004.005.002.004.002.004.004.002.00
% Dividends 0.000.850.850.850.850.850.850.850.400.800.30
% Yield NA10.079.028.838.835.797.706.733.626.502.38
Capital Gains ($) 0.000.000.000.000.000.000.000.000.450.000.49
Expense Ratio 0.001.601.601.601.541.521.591.541.541.481.54

* 1 = Top 20%, 5 = Bottom 20%