Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEACX (STEWARD SELECT BOND FUND INSTITUTIONAL CLASS) | -0.10% | 3.97% | 3.96% | 0.24% | 1.19% | 1.51% | 2.44% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEACX (STEWARD SELECT BOND FUND INSTITUTIONAL CLASS) | 12/21/2004 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 3.97 | 3.96 | 0.24 | 1.19 | 1.51 | 2.44 | … | … | -0.10 | 7.13 | 1.49 | 5.54 | -11.55 | -2.00 | 4.98 | 6.97 | -0.12 | 2.24 | 2.00 | 0.96 | 3.79 | -2.09 | 4.08 | 3.25 | 5.16 | 5.71 | 3.52 | 5.77 | 3.48 | -2.17 | -0.07 |
| Sharpe Ratio | NA | 0.55 | 0.24 | -0.46 | -0.10 | NA | NA | … | … | -0.59 | 1.03 | -0.53 | 0.36 | -1.98 | -0.74 | 1.08 | 2.64 | -1.04 | 0.89 | 0.76 | 0.32 | 1.56 | -0.67 | 1.86 | 1.21 | 2.12 | 1.49 | 0.50 | 0.91 | 0.03 | -1.33 | -2.18 |
| Standard Deviation(%) | NA | 3.72 | 4.20 | 4.84 | 3.89 | NA | NA | … | … | 3.93 | 4.15 | 4.02 | 5.34 | 6.59 | 2.74 | 4.36 | 2.08 | 1.45 | 1.79 | 2.34 | 2.89 | 2.42 | 3.17 | 2.18 | 2.67 | 2.39 | 3.76 | 5.14 | 2.90 | 2.44 | 3.32 | 1.96 |
| Draw Down(%) | NA | 2.66 | 3.83 | 16.34 | 16.95 | NA | NA | … | … | 2.66 | 2.36 | 3.12 | 4.28 | 14.98 | 3.06 | 7.94 | 1.28 | 1.64 | 1.02 | 3.15 | 1.80 | 1.30 | 5.12 | 1.09 | 1.73 | 2.30 | 1.48 | 3.65 | 1.89 | 1.83 | 3.63 | 0.39 |
| Yield(%) | 0.00 | 3.36 | 2.89 | 2.08 | 2.07 | 2.17 | 2.74 | … | … | 0.60 | 3.42 | 2.82 | 2.13 | 1.46 | 1.37 | 1.92 | 2.36 | 2.17 | 1.98 | 2.17 | 2.26 | 2.23 | 2.23 | 2.85 | 3.03 | 3.65 | 3.87 | 4.17 | 4.55 | 4.25 | 0.00 | 0.65 |
Data as of 06/04/2026, Common starting date is 12/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEACX (STEWARD SELECT BOND FUND INSTITUTIONAL CLASS) |
-4.40%
Oct 2020 – Oct 2023 |
-1.16%
Oct 2017 – Oct 2022 |
0.09%
Oct 2012 – Oct 2022 |
1.49%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEACX (STEWARD SELECT BOND FUND INSTITUTIONAL CLASS) |
6.11%
Oct 2008 – Oct 2011 |
5.32%
May 2006 – May 2011 |
3.82%
Jun 2006 – Jun 2016 |
3.29%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart