Spirit Of America Fund Market Value
| SOAVX Fund | USD 36.39 0.06 0.17% |
| Symbol | Spirit |
Spirit Of 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Spirit Of's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Spirit Of.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Spirit Of on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Spirit Of America or generate 0.0% return on investment in Spirit Of over 90 days. Spirit Of is related to or competes with Biotechnology Ultrasector, Pgim Jennison, Fidelity Advisor, T Rowe, Blackrock Science, Putnam Global, and Specialized Technology. The investment seeks to provide capital appreciation with a secondary objective of current income More
Spirit Of Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Spirit Of's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Spirit Of America upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.1 | |||
| Information Ratio | 0.0272 | |||
| Maximum Drawdown | 7.88 | |||
| Value At Risk | (1.86) | |||
| Potential Upside | 1.27 |
Spirit Of Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Spirit Of's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Spirit Of's standard deviation. In reality, there are many statistical measures that can use Spirit Of historical prices to predict the future Spirit Of's volatility.| Risk Adjusted Performance | 0.0633 | |||
| Jensen Alpha | 0.0432 | |||
| Total Risk Alpha | 0.0031 | |||
| Sortino Ratio | 0.0274 | |||
| Treynor Ratio | 0.1092 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Spirit Of's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Spirit Of January 30, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0633 | |||
| Market Risk Adjusted Performance | 0.1192 | |||
| Mean Deviation | 0.7118 | |||
| Semi Deviation | 0.9335 | |||
| Downside Deviation | 1.1 | |||
| Coefficient Of Variation | 1213.14 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.23 | |||
| Information Ratio | 0.0272 | |||
| Jensen Alpha | 0.0432 | |||
| Total Risk Alpha | 0.0031 | |||
| Sortino Ratio | 0.0274 | |||
| Treynor Ratio | 0.1092 | |||
| Maximum Drawdown | 7.88 | |||
| Value At Risk | (1.86) | |||
| Potential Upside | 1.27 | |||
| Downside Variance | 1.22 | |||
| Semi Variance | 0.8715 | |||
| Expected Short fall | (0.73) | |||
| Skewness | 1.32 | |||
| Kurtosis | 8.36 |
Spirit Of America Backtested Returns
At this stage we consider Spirit Mutual Fund to be very steady. Spirit Of America owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0824, which indicates the fund had a 0.0824 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Spirit Of America, which you can use to evaluate the volatility of the fund. Please validate Spirit Of's Coefficient Of Variation of 1213.14, risk adjusted performance of 0.0633, and Semi Deviation of 0.9335 to confirm if the risk estimate we provide is consistent with the expected return of 0.0915%. The entity has a beta of 0.75, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Spirit Of's returns are expected to increase less than the market. However, during the bear market, the loss of holding Spirit Of is expected to be smaller as well.
Auto-correlation | -0.47 |
Modest reverse predictability
Spirit Of America has modest reverse predictability. Overlapping area represents the amount of predictability between Spirit Of time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Spirit Of America price movement. The serial correlation of -0.47 indicates that about 47.0% of current Spirit Of price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.47 | |
| Spearman Rank Test | -0.17 | |
| Residual Average | 0.0 | |
| Price Variance | 1.33 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Spirit Mutual Fund
Spirit Of financial ratios help investors to determine whether Spirit Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Spirit with respect to the benefits of owning Spirit Of security.
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