Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SMNIX (Crossmark Steward Equity Market Neutral Fund) | -3.75% | -6.99% | 2.63% | NA | NA | NA | NA | 4.58% |
Data as of 07/18/2025, AR inception is 11/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMNIX (Crossmark Steward Equity Market Neutral Fund) | 11/23/2021 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | -6.99 | 2.63 | NA | NA | NA | NA | 4.58 | -3.75 | 4.14 | 0.70 | 11.24 | 1.87 |
| Sharpe Ratio | NA | -1.11 | -0.07 | NA | NA | NA | NA | 0.11 | -1.03 | 0.06 | -0.34 | 0.85 | 2.59 |
| Standard Deviation(%) | NA | 8.35 | 8.45 | NA | NA | NA | NA | 9.49 | 9.35 | 8.14 | 8.65 | 11.60 | 7.56 |
| Draw Down(%) | NA | 8.29 | 8.29 | NA | NA | NA | NA | 8.83 | 7.50 | 6.32 | 7.32 | 8.83 | 1.63 |
| Yield(%) | 0.00 | 3.72 | 3.03 | 1.92 | 0.96 | 0.64 | 0.48 | 3.21 | 0.00 | 3.98 | 4.59 | 0.05 | 0.00 |
Data as of 07/18/2025, AR inception is 11/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMNIX (Crossmark Steward Equity Market Neutral Fund) |
3.24%
Jan 2022 - Jan 2025 |
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 |
|---|---|---|---|---|
| SMNIX (Crossmark Steward Equity Market Neutral Fund) |
6.34%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart