Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SGIGX (STEWARD GLOBAL EQUITY INCOME FUND CLASS K) | 7.71% | 9.67% | 5.07% | 7.49% | NA | NA | NA | nan% |
Data as of 05/29/2025, AR inception is 12/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGIGX (STEWARD GLOBAL EQUITY INCOME FUND CLASS K) | 12/18/2017 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 9.67 | 5.07 | 7.49 | NA | NA | NA | nan | 7.71 | 6.10 | 15.84 | -16.53 | 3.96 | 7.03 | -102.38 | -8.93 | 0.75 |
| Sharpe Ratio | NA | 0.09 | 0.10 | 0.38 | NA | NA | NA | NA | 0.92 | -0.04 | 0.91 | -0.87 | 0.20 | 0.20 | NA | -0.70 | 5.60 |
| Standard Deviation(%) | NA | 17.58 | 16.66 | 17.70 | NA | NA | NA | NA | 22.68 | 12.95 | 12.84 | 20.55 | 19.64 | 33.84 | NA | 14.64 | 4.55 |
| Draw Down(%) | NA | 2.59 | 2.86 | 0.00 | NA | NA | NA | 102.51 | 5.24 | 1.03 | 0.78 | 2.86 | 1.26 | 9.79 | 102.00 | 18.32 | 0.37 |
| Yield(%) | 0.00 | 2.28 | 2.62 | 2.92 | 7.33 | 4.89 | 3.67 | 10.47 | 0.00 | 2.59 | 3.34 | 2.41 | 3.30 | 12.31 | 56.97 | 36.16 | 0.00 |
Data as of 05/29/2025, AR inception is 12/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGIGX (STEWARD GLOBAL EQUITY INCOME FUND CLASS K) |
-2.78%
Apr 2021 - Apr 2024 |
2.68%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGIGX (STEWARD GLOBAL EQUITY INCOME FUND CLASS K) |
7.80%
Mar 2020 - Mar 2023 |
9.06%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart