Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEEKX (STEWARD LARGE CAP ENHANCED INDEX FUND INDIVIDUAL CLASS) | 10.54% | 25.82% | 21.25% | -1.29% | 5.39% | 7.34% | 6.35% | … | … |
Data as of 06/03/2026, Common starting date is 12/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEEKX (STEWARD LARGE CAP ENHANCED INDEX FUND INDIVIDUAL CLASS) | 12/21/2004 | 06/03/2026 |
| 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 (%) | 0.68 | 25.82 | 21.25 | -1.29 | 5.39 | 7.34 | 6.35 | … | … | 10.54 | 16.60 | 23.18 | 25.03 | -46.45 | -1.52 | 4.08 | 29.12 | -7.25 | 20.99 | 10.66 | -2.31 | 12.75 | 36.28 | 16.01 | -0.20 | 18.31 | 36.65 | -39.62 | 5.05 | 13.20 | 5.40 | 0.72 |
| Sharpe Ratio | NA | 2.06 | 1.25 | -0.13 | 0.15 | NA | NA | … | … | 1.90 | 0.74 | 1.49 | 1.63 | -0.99 | -0.05 | 0.10 | 2.17 | -0.51 | 2.85 | 0.74 | -0.15 | 1.08 | 3.05 | 1.18 | -0.01 | 0.92 | 1.16 | -0.97 | 0.12 | 0.83 | 0.27 | 3.49 |
| Standard Deviation(%) | NA | 11.94 | 14.97 | 28.87 | 25.05 | NA | NA | … | … | 13.58 | 18.68 | 13.17 | 13.19 | 48.38 | 33.99 | 37.55 | 12.74 | 17.03 | 7.16 | 14.02 | 15.76 | 11.80 | 11.89 | 13.64 | 24.63 | 19.76 | 31.52 | 41.70 | 16.25 | 11.84 | 11.66 | 7.94 |
| Draw Down(%) | NA | 9.16 | 18.73 | 59.80 | 59.80 | NA | NA | … | … | 9.16 | 18.73 | 8.54 | 10.20 | 47.50 | 27.12 | 37.43 | 6.91 | 20.25 | 3.16 | 11.76 | 12.69 | 7.96 | 5.86 | 11.34 | 20.47 | 16.76 | 29.71 | 50.52 | 10.50 | 9.77 | 7.83 | 0.63 |
| Yield(%) | 0.00 | 3.72 | 6.15 | 2.02 | 2.90 | 5.41 | 4.81 | … | … | 0.00 | 3.82 | 9.37 | 4.06 | 0.06 | 0.51 | 1.26 | 2.59 | 4.71 | 1.18 | 0.82 | 15.04 | 7.69 | 10.14 | 2.77 | 0.78 | 1.28 | 1.07 | 5.26 | 7.35 | 5.48 | 0.26 | 0.34 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| SEEKX (STEWARD LARGE CAP ENHANCED INDEX FUND INDIVIDUAL CLASS) |
-18.12%
Dec 2019 – Dec 2022 |
-8.05%
Dec 2017 – Dec 2022 |
1.18%
Oct 2013 – Oct 2023 |
2.71%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEEKX (STEWARD LARGE CAP ENHANCED INDEX FUND INDIVIDUAL CLASS) |
29.90%
Feb 2009 – Feb 2012 |
26.17%
Feb 2009 – Feb 2014 |
17.04%
Feb 2009 – Feb 2019 |
9.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart