Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCJKX (STEWARD COVERED CALL INCOME FUND CLASS K) | NA | -14,410.22% | nan% | nan% | NA | NA | NA | … | … |
Data as of 10/17/2024, Common starting date is 12/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCJKX (STEWARD COVERED CALL INCOME FUND CLASS K) | 12/20/2017 | 10/17/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14,410.22 | nan | nan | NA | NA | NA | … | … | -13,601.04 | 19.43 | -12.07 | 22.42 | 5.73 | 20.12 | -4.09 | 0.10 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.77 | -0.76 | 0.65 | 0.20 | 1.95 | -0.40 | 0.81 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 9.00 | 17.74 | 34.68 | 27.71 | 9.58 | 13.77 | 3.93 |
| Draw Down(%) | NA | 12,753.09 | 11,599.76 | 11,599.76 | NA | NA | NA | … | … | 12,753.09 | 6.46 | 17.97 | 21.48 | 29.54 | 5.71 | 15.51 | 0.40 |
| Yield(%) | 0.00 | 111.23 | 36.63 | 27.54 | 14.56 | 9.70 | 7.28 | … | … | 105.70 | 9.41 | 8.04 | 24.96 | 13.95 | 7.47 | 8.26 | 0.00 |
Data as of 10/17/2024, 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 |
|---|---|---|---|---|
| SCJKX (STEWARD COVERED CALL INCOME FUND CLASS K) |
4.23%
Sep 2019 – Sep 2022 |
5.97%
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 |
|---|---|---|---|---|
| SCJKX (STEWARD COVERED CALL INCOME FUND CLASS K) |
15.85%
Dec 2018 – Dec 2021 |
10.30%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart