Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCJIX (STEWARD COVERED CALL INCOME FUND INSTITUTIONAL CLASS) | 3.96% | 16.51% | 14.57% | 9.53% | 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 |
|---|---|---|
| SCJIX (STEWARD COVERED CALL INCOME FUND INSTITUTIONAL CLASS) | 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 (%) | -0.24 | 16.51 | 14.57 | 9.53 | NA | NA | NA | … | … | 3.96 | 13.29 | 16.96 | 19.43 | -12.28 | 21.59 | 6.96 | 20.75 | -3.47 | -0.10 |
| Sharpe Ratio | NA | 1.79 | 1.07 | 0.57 | NA | NA | NA | … | … | 0.78 | 0.71 | 1.55 | 1.76 | -0.77 | 2.16 | 0.24 | 2.03 | -0.35 | -1.37 |
| Standard Deviation(%) | NA | 8.33 | 11.09 | 12.50 | NA | NA | NA | … | … | 10.42 | 14.66 | 8.62 | 9.02 | 17.85 | 9.99 | 27.72 | 9.48 | 13.76 | 3.80 |
| Draw Down(%) | NA | 8.53 | 15.05 | 18.12 | NA | NA | NA | … | … | 8.53 | 15.05 | 6.89 | 6.58 | 18.12 | 3.77 | 29.38 | 5.64 | 15.27 | 0.40 |
| Yield(%) | 0.00 | 9.69 | 11.44 | 10.97 | 8.55 | 5.70 | 4.28 | … | … | 2.86 | 9.45 | 13.06 | 9.32 | 7.59 | 24.80 | 14.20 | 7.87 | 9.23 | 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 |
|---|---|---|---|---|
| SCJIX (STEWARD COVERED CALL INCOME FUND INSTITUTIONAL CLASS) |
4.38%
Sep 2019 – Sep 2022 |
6.16%
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 |
|---|---|---|---|---|
| SCJIX (STEWARD COVERED CALL INCOME FUND INSTITUTIONAL CLASS) |
17.24%
Sep 2022 – Sep 2025 |
13.94%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart