Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEECX (STEWARD LARGE CAP ENHANCED INDEX FUND INSTITUTIONAL CLASS) | 11.14% | 26.68% | 21.73% | -1.19% | 5.64% | 7.77% | 6.68% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEECX (STEWARD LARGE CAP ENHANCED INDEX 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 (%) | 0.49 | 26.68 | 21.73 | -1.19 | 5.64 | 7.77 | 6.68 | … | … | 11.14 | 16.88 | 23.50 | 25.34 | -46.39 | -1.44 | 4.52 | 29.49 | -6.99 | 21.34 | 11.02 | -1.99 | 13.17 | 36.75 | 16.42 | 0.17 | 18.73 | 37.09 | -39.42 | 5.27 | 13.51 | 5.10 | 0.77 |
| Sharpe Ratio | NA | 2.09 | 1.28 | -0.13 | 0.16 | NA | NA | … | … | 1.94 | 0.75 | 1.57 | 1.66 | -0.99 | -0.04 | 0.11 | 2.20 | -0.49 | 2.91 | 0.77 | -0.13 | 1.12 | 3.09 | 1.21 | 0.01 | 0.94 | 1.20 | -0.96 | 0.13 | 0.86 | 0.24 | 3.79 |
| Standard Deviation(%) | NA | 11.91 | 14.81 | 28.91 | 25.08 | NA | NA | … | … | 13.57 | 18.65 | 12.66 | 13.17 | 48.45 | 34.27 | 37.59 | 12.75 | 17.04 | 7.15 | 14.03 | 15.78 | 11.79 | 11.89 | 13.65 | 24.63 | 19.76 | 30.93 | 41.73 | 16.24 | 11.84 | 11.69 | 7.91 |
| Draw Down(%) | NA | 9.11 | 18.72 | 59.80 | 59.80 | NA | NA | … | … | 9.11 | 18.72 | 8.52 | 10.12 | 47.45 | 27.19 | 37.41 | 6.90 | 20.20 | 3.14 | 11.71 | 12.62 | 7.91 | 5.86 | 11.29 | 20.44 | 16.57 | 29.69 | 50.38 | 10.50 | 9.77 | 7.92 | 0.64 |
| Yield(%) | 0.00 | 3.97 | 6.51 | 2.17 | 3.19 | 5.88 | 5.15 | … | … | 0.00 | 4.08 | 9.71 | 4.57 | 0.11 | 0.90 | 1.63 | 2.82 | 4.93 | 1.41 | 1.05 | 15.46 | 8.09 | 10.56 | 3.17 | 1.15 | 1.61 | 1.35 | 5.68 | 7.66 | 6.04 | 0.00 | 0.39 |
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 |
|---|---|---|---|---|
| SEECX (STEWARD LARGE CAP ENHANCED INDEX FUND INSTITUTIONAL CLASS) |
-17.96%
Dec 2019 – Dec 2022 |
-7.83%
Dec 2017 – Dec 2022 |
1.47%
Oct 2013 – Oct 2023 |
3.02%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEECX (STEWARD LARGE CAP ENHANCED INDEX FUND INSTITUTIONAL CLASS) |
30.38%
Feb 2009 – Feb 2012 |
26.62%
Feb 2009 – Feb 2014 |
17.44%
Feb 2009 – Feb 2019 |
10.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart