Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJVAX (Steward Funds Inc. – Steward Large Cap Value Fund) | 12.75% | 25.14% | 19.82% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 11/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJVAX (Steward Funds Inc. – Steward Large Cap Value Fund) | 11/16/2021 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 25.14 | 19.82 | NA | NA | NA | NA | … | … | 12.75 | 13.19 | 20.90 | 12.98 | -9.04 | 1.47 |
| Sharpe Ratio | NA | 1.73 | 1.13 | NA | NA | NA | NA | … | … | 1.73 | 0.58 | 1.31 | 0.69 | -0.49 | 0.68 |
| Standard Deviation(%) | NA | 13.05 | 14.92 | NA | NA | NA | NA | … | … | 15.01 | 17.91 | 13.16 | 13.55 | 21.64 | 18.30 |
| Draw Down(%) | NA | 9.22 | 17.75 | NA | NA | NA | NA | … | … | 9.22 | 17.16 | 6.75 | 10.39 | 22.28 | 5.69 |
| Yield(%) | 0.00 | 6.98 | 6.71 | 4.03 | 2.02 | 1.34 | 1.01 | … | … | 0.00 | 7.13 | 9.19 | 1.23 | 1.47 | 0.18 |
Data as of 06/12/2026, Common starting date is 11/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJVAX (Steward Funds Inc. – Steward Large Cap Value Fund) |
7.50%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJVAX (Steward Funds Inc. – Steward Large Cap Value Fund) |
21.28%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart