Spirit of America Energy A (SOAEX)

13.15 -0.41 (-3.02%) USD  |  Jun 30 2022

SOAEX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 30, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Spirit of America Energy A
--
--
--
-31.94%
17.88%
-4.09%
-17.23%
11.52%
-34.55%
34.37%
13.17%
MSCI World Net Total Return
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-20.51%
Invesco SteelPath MLP Alpha A
4.36%
23.16%
6.81%
-31.59%
25.75%
-7.46%
-14.85%
6.96%
-28.61%
39.39%
10.70%
Tortoise MLP & Pipeline A
9.38%
28.22%
11.42%
-36.02%
41.76%
-1.24%
-15.46%
18.05%
-29.73%
40.40%
10.00%
Invesco SteelPath MLP Alpha Plus A
3.62%
30.86%
8.12%
-43.05%
31.93%
-9.74%
-20.62%
9.71%
-43.37%
55.08%
14.18%
Center Coast Brookfield Midstream Foc A
0.57%
18.47%
7.92%
-22.41%
15.29%
-6.79%
-13.74%
8.25%
-35.91%
40.09%
9.64%
As of June 30, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Spirit of America Energy A
-14.53%
-8.02%
14.03%
14.00%
-1.47%
-1.83%
--
--
--
-6.16%
MSCI World Net Total Return
-9.43%
-17.36%
-20.63%
-14.34%
7.00%
7.67%
9.51%
5.19%
7.32%
7.19%
Invesco SteelPath MLP Alpha A
-13.57%
-10.49%
12.61%
8.56%
0.86%
-0.37%
0.98%
--
--
2.26%
Tortoise MLP & Pipeline A
-13.02%
-10.93%
11.10%
10.84%
2.04%
1.91%
4.03%
--
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5.20%
Invesco SteelPath MLP Alpha Plus A
-17.63%
-13.31%
16.64%
12.02%
-3.13%
-3.19%
-1.29%
--
--
-1.33%
Center Coast Brookfield Midstream Foc A
-12.51%
-10.23%
11.05%
10.01%
-3.41%
-2.58%
-0.02%
--
--
0.77%
As of June 30, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022