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SEACX: STEWARD SELECT BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 22.2 0.03(0.14%) March 17
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 12/21/2004 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 2.84% |
| Expenses | 0.64% |
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Performance Analytics (As of 03/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/21/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 1.3 | 3.8 | 0.2 | -0.2 | 1.0 | 1.5 | 2.1 | 2.0 | 1.5 | 5.5 | -11.5 | -2.0 | 5.0 | 7.0 | -0.1 | 2.2 | 2.0 | 1.0 | 3.8 | -2.1 | 4.1 | 3.3 | 5.2 | 5.7 | 3.5 | 5.8 | 3.5 | -2.2 | -0.1 |
| Sharpe Ratio | NA | 0.62 | -0.68 | -0.71 | -0.56 | -0.19 | NA | NA | 0.2 | -1.27 | 0.24 | -1.97 | -0.74 | 1.08 | 2.67 | -1.0 | 0.9 | 0.77 | 0.32 | 1.56 | -0.67 | 1.86 | 1.21 | 2.12 | 1.5 | 0.5 | 0.96 | 0.09 | -1.31 | -2.07 |
| Draw Down(%) | NA | 1.4 | 3.8 | 10.6 | 17.0 | 17.0 | NA | NA | 17.0 | 3.1 | 4.3 | 15.0 | 3.1 | 7.9 | 1.3 | 1.6 | 1.0 | 3.1 | 1.8 | 1.3 | 5.1 | 1.1 | 1.7 | 2.3 | 1.5 | 3.6 | 1.9 | 1.8 | 3.6 | 0.4 |
| Standard Deviation(%) | NA | 4.7 | 4.2 | 5.4 | 4.8 | 3.7 | NA | NA | 3.5 | 4.0 | 5.3 | 6.6 | 2.7 | 4.4 | 2.1 | 1.4 | 1.8 | 2.3 | 2.9 | 2.4 | 3.2 | 2.2 | 2.7 | 2.4 | 3.8 | 5.1 | 2.9 | 2.4 | 3.3 | 2.0 |
| Treynor Ratio | NA | 0.07 | -0.08 | -0.11 | -0.09 | -0.03 | NA | NA | 0.03 | -0.15 | 0.04 | -0.35 | -0.09 | 0.22 | 0.29 | -0.09 | 0.08 | 0.09 | 0.04 | 0.15 | -0.08 | 0.22 | 0.23 | 0.32 | 0.27 | 0.08 | 0.09 | 0.01 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | NA | NA |
| Beta | NA | 0.42 | 0.35 | 0.35 | 0.31 | 0.27 | NA | NA | 0.25 | 0.33 | 0.33 | 0.37 | 0.23 | 0.22 | 0.19 | 0.15 | 0.19 | 0.2 | 0.21 | 0.24 | 0.27 | 0.19 | 0.14 | 0.16 | 0.21 | 0.33 | 0.32 | 0.32 | NA | NA |
| RSquared | NA | 0.86 | 0.88 | 0.85 | 0.77 | 0.73 | NA | NA | 0.64 | 0.89 | 0.83 | 0.87 | 0.79 | 0.54 | 0.72 | 0.58 | 0.69 | 0.65 | 0.74 | 0.62 | 0.71 | 0.71 | 0.57 | 0.64 | 0.57 | 0.66 | 0.81 | 0.69 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.4 | 2.0 | 1.8 | 2.0 | 2.2 | 2.5 | N/A | 2.8 | 2.1 | 1.5 | 1.4 | 1.9 | 2.4 | 2.2 | 2.0 | 2.2 | 2.3 | 2.2 | 2.2 | 2.9 | 3.0 | 3.7 | 3.9 | 4.2 | 4.5 | 4.2 | 0.0 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | 5.7 | 3.8 | -21.6 | -34.9 | N/A | N/A | N/A | 35.9 | 28.2 | 2.6 | -26.7 | -15.0 | 6.3 | 9.7 | -9.0 | -5.2 | 3.0 | -3.7 | -21.1 | -5.8 | -16.0 | -3.2 | -8.7 | -7.2 | 6.2 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2004
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