Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCMFX (STEWART CAPITAL MID CAP FUND CLASS A) | NA | -43.86% | -14.57% | -0.95% | NA | NA | NA | 0.69% |
Data as of 11/23/2016, AR inception is 01/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCMFX (STEWART CAPITAL MID CAP FUND CLASS A) | 01/08/2007 | 11/23/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -41.62 | -43.86 | -14.57 | -0.95 | NA | NA | NA | 0.69 | -26.03 | -10.47 | 3.35 | 20.02 | 11.65 | -2.03 | 27.62 | 45.07 | -35.71 | -0.50 |
| Sharpe Ratio | NA | -1.86 | -1.46 | -1.02 | NA | NA | NA | -0.82 | -1.60 | -1.72 | -0.97 | 0.11 | -0.42 | -0.77 | 0.45 | 1.02 | -1.50 | -1.48 |
| Standard Deviation(%) | NA | 36.82 | 24.82 | 21.69 | NA | NA | NA | 23.95 | 37.89 | 16.83 | 15.58 | 13.72 | 16.73 | 26.81 | 20.02 | 26.03 | 36.61 | 15.54 |
| Draw Down(%) | NA | 35.06 | 41.01 | 41.01 | NA | NA | NA | 52.00 | 29.37 | 17.03 | 10.93 | 5.09 | 12.25 | 21.85 | 14.53 | 19.64 | 47.70 | 13.42 |
| Yield(%) | 0.00 | 30.57 | 13.45 | 12.93 | 7.26 | 4.84 | 3.63 | 8.06 | 28.34 | 5.76 | 8.72 | 1.05 | 4.29 | 1.40 | 0.00 | 0.00 | 0.00 | 1.40 |
Data as of 11/23/2016, AR inception is 01/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCMFX (STEWART CAPITAL MID CAP FUND CLASS A) |
-6.43%
Jun 2007 - Jun 2010 |
1.82%
May 2007 - May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCMFX (STEWART CAPITAL MID CAP FUND CLASS A) |
30.23%
Feb 2009 - Feb 2012 |
24.24%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart