DEEIX vs. SOAIX
DEEIX (Delaware Extended Duration Bond Fund) and SOAIX (Spirit of America Income Fund) are both Long-Term Bond funds. Over the past 10 years, DEEIX returned 2.07%/yr vs 3.29%/yr for SOAIX. A 0.78 correlation means they provide meaningful diversification when combined. DEEIX charges 0.57%/yr vs 1.12%/yr for SOAIX.
Performance
DEEIX vs. SOAIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DEEIX achieves a 1.51% return, which is significantly lower than SOAIX's 1.60% return. Over the past 10 years, DEEIX has underperformed SOAIX with an annualized return of 2.07%, while SOAIX has yielded a comparatively higher 3.29% annualized return.
DEEIX
- 1D
- 0.29%
- 1M
- 1.90%
- YTD
- 1.51%
- 6M
- 2.03%
- 1Y
- 6.88%
- 3Y*
- 3.88%
- 5Y*
- -2.84%
- 10Y*
- 2.07%
SOAIX
- 1D
- 0.40%
- 1M
- 1.27%
- YTD
- 1.60%
- 6M
- 2.12%
- 1Y
- 6.64%
- 3Y*
- 5.81%
- 5Y*
- 1.56%
- 10Y*
- 3.29%
DEEIX vs. SOAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DEEIX Delaware Extended Duration Bond Fund | 1.51% | 6.26% | -1.29% | 9.21% | -26.47% | -0.70% | 15.17% | 22.02% | -7.69% | 12.61% |
SOAIX Spirit of America Income Fund | 1.60% | 6.50% | 5.37% | 6.91% | -12.68% | 4.59% | 5.96% | 11.66% | -0.83% | 7.53% |
Correlation
The correlation between DEEIX and SOAIX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.78 |
The correlation between DEEIX and SOAIX shifts across timeframes, from 0.75 (10 years) to 0.87 (3 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DEEIX vs. SOAIX — Risk / Return Rank
DEEIX
SOAIX
DEEIX vs. SOAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Extended Duration Bond Fund (DEEIX) and Spirit of America Income Fund (SOAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DEEIX | SOAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.32 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | 2.15 | -0.81 |
| Martin ratioReturn relative to average drawdown | 3.39 | 5.70 | -2.32 |
Loading charts...
Drawdowns
DEEIX vs. SOAIX - Drawdown Comparison
The maximum DEEIX drawdown since its inception was -34.48%, which is greater than SOAIX's maximum drawdown of -16.76%. Use the drawdown chart below to compare losses from any high point for DEEIX and SOAIX.
Loading charts...
Drawdown Indicators
| DEEIX | SOAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.48% | -16.76% | -17.72% |
Max Drawdown (1Y)Largest decline over 1 year | -5.14% | -3.16% | -1.98% |
Max Drawdown (3Y)Largest decline over 3 years | -12.53% | -6.76% | -5.77% |
Max Drawdown (5Y)Largest decline over 5 years | -34.48% | -16.76% | -17.72% |
Max Drawdown (10Y)Largest decline over 10 years | -34.48% | -16.76% | -17.72% |
Current DrawdownCurrent decline from peak | -16.23% | -1.39% | -14.84% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -3.09% | -3.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.02% | 1.19% | +0.83% |
Volatility
DEEIX vs. SOAIX - Volatility Comparison
Delaware Extended Duration Bond Fund (DEEIX) has a higher volatility of 1.88% compared to Spirit of America Income Fund (SOAIX) at 1.09%. This indicates that DEEIX's price experiences larger fluctuations and is considered to be riskier than SOAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DEEIX | SOAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.88% | 1.09% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 5.41% | 2.85% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.43% | 3.88% | +3.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.60% | 6.03% | +5.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.60% | 5.47% | +5.13% |
DEEIX vs. SOAIX - Expense Ratio Comparison
DEEIX has a 0.57% expense ratio, which is lower than SOAIX's 1.12% expense ratio.
Dividends
DEEIX vs. SOAIX - Dividend Comparison
DEEIX's dividend yield for the trailing twelve months is around 5.16%, less than SOAIX's 6.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEEIX Delaware Extended Duration Bond Fund | 5.16% | 5.05% | 4.90% | 3.95% | 4.35% | 7.87% | 10.28% | 4.79% | 4.56% | 3.74% | 3.75% | 4.62% |
SOAIX Spirit of America Income Fund | 6.61% | 6.57% | 5.41% | 6.09% | 8.05% | 4.93% | 3.79% | 4.27% | 4.71% | 4.36% | 4.42% | 4.74% |
Frequently Asked Questions
DEEIX and SOAIX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DEEIX has higher volatility (1.88%) compared to SOAIX (1.09%). In terms of maximum drawdown, DEEIX dropped -34.48% vs SOAIX's -16.76%.
SOAIX currently has the higher Sharpe Ratio (1.75 vs 0.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for DEEIX and SOAIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer