Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEEHX (STEWARD LARGE CAP ENHANCED INDEX FUND CLASS K) | 11.19% | 26.82% | 21.85% | 13.40% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEEHX (STEWARD LARGE CAP ENHANCED INDEX FUND CLASS K) | 12/18/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 26.82 | 21.85 | 13.40 | NA | NA | NA | … | … | 11.19 | 12.94 | 23.63 | 25.44 | -19.71 | 30.71 | 12.90 | -61.94 | -24.62 | 0.20 |
| Sharpe Ratio | NA | 2.10 | 1.29 | 0.40 | NA | NA | NA | … | … | 1.95 | 0.53 | 1.58 | 1.67 | -0.88 | 0.62 | 0.34 | -0.38 | -0.96 | 1.18 |
| Standard Deviation(%) | NA | 11.91 | 14.82 | 27.17 | NA | NA | NA | … | … | 13.55 | 19.19 | 12.63 | 13.16 | 24.25 | 49.53 | 36.77 | 165.76 | 27.22 | 4.59 |
| Draw Down(%) | NA | 9.09 | 18.73 | 44.65 | NA | NA | NA | … | … | 9.09 | 18.73 | 8.52 | 10.12 | 25.43 | 29.37 | 37.41 | 80.93 | 34.34 | 0.59 |
| Yield(%) | 0.00 | 5.19 | 8.21 | 13.80 | 8.89 | 5.93 | 4.45 | … | … | 0.00 | 5.34 | 12.25 | 5.86 | 31.09 | 36.06 | 52.97 | 14.26 | 2.47 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SEEHX (STEWARD LARGE CAP ENHANCED INDEX FUND CLASS K) |
-32.68%
Jan 2018 – Jan 2021 |
-19.26%
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 |
|---|---|---|---|---|
| SEEHX (STEWARD LARGE CAP ENHANCED INDEX FUND CLASS K) |
24.05%
Nov 2019 – Nov 2022 |
23.27%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart