Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCJCX (STEWARD COVERED CALL INCOME FUND CLASS C) | 3.54% | 15.30% | 13.34% | 8.38% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCJCX (STEWARD COVERED CALL INCOME FUND CLASS C) | 12/20/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 15.30 | 13.34 | 8.38 | NA | NA | NA | … | … | 3.54 | 12.07 | 15.89 | 17.87 | -13.15 | 20.32 | 5.84 | 19.67 | -3.91 | 0.10 |
| Sharpe Ratio | NA | 1.66 | 0.96 | 0.48 | NA | NA | NA | … | … | 0.71 | 0.63 | 1.42 | 1.60 | -0.82 | 2.04 | 0.20 | 1.90 | -0.39 | 0.81 |
| Standard Deviation(%) | NA | 8.32 | 11.08 | 12.47 | NA | NA | NA | … | … | 10.40 | 14.60 | 8.66 | 8.98 | 17.85 | 9.93 | 27.79 | 9.56 | 13.74 | 3.93 |
| Draw Down(%) | NA | 8.80 | 15.15 | 18.79 | NA | NA | NA | … | … | 8.80 | 15.15 | 6.86 | 6.93 | 18.79 | 3.79 | 29.46 | 5.69 | 15.45 | 0.40 |
| Yield(%) | 0.00 | 9.66 | 11.09 | 10.62 | 8.14 | 5.43 | 4.07 | … | … | 2.91 | 9.37 | 12.78 | 8.51 | 7.63 | 24.14 | 13.77 | 7.09 | 8.03 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCJCX (STEWARD COVERED CALL INCOME FUND CLASS C) |
3.31%
Sep 2019 – Sep 2022 |
5.28%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCJCX (STEWARD COVERED CALL INCOME FUND CLASS C) |
16.01%
Sep 2022 – Sep 2025 |
12.74%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart