Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEEBX (STEWARD LARGE CAP ENHANCED INDEX FUND CLASS C) | NA | -12,179.75% | nan% | nan% | NA | NA | NA | … | … |
Data as of 10/17/2024, Common starting date is 12/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEEBX (STEWARD LARGE CAP ENHANCED INDEX FUND CLASS C) | 12/18/2017 | 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 | -12,179.75 | nan | nan | NA | NA | NA | … | … | -11,122.76 | 24.07 | -20.61 | 28.62 | 11.09 | -62.96 | -9.03 | -0.20 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.56 | -0.91 | 0.58 | 0.29 | -0.39 | -0.61 | -1.66 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 13.17 | 24.24 | 49.30 | 36.79 | 165.68 | 17.08 | 4.29 |
| Draw Down(%) | NA | 10,131.36 | 8,128.02 | 8,128.02 | NA | NA | NA | … | … | 10,131.36 | 10.33 | 26.08 | 29.24 | 37.58 | 81.07 | 20.89 | 0.60 |
| Yield(%) | 0.00 | 116.16 | 34.14 | 141.51 | 13.96 | 9.30 | 6.98 | … | … | 107.09 | 5.39 | 31.46 | 35.33 | 47.76 | 11.13 | 16.82 | 0.00 |
Data as of 10/17/2024, Common starting date is 12/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEEBX (STEWARD LARGE CAP ENHANCED INDEX FUND CLASS C) |
-29.35%
Jan 2018 – Jan 2021 |
-17.37%
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 |
|---|---|---|---|---|
| SEEBX (STEWARD LARGE CAP ENHANCED INDEX FUND CLASS C) |
22.14%
Nov 2019 – Nov 2022 |
-12.22%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart