Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSMEX (STEWARD SMALL-MID CAP ENHANCED INDEX FUND CLASS C) | NA | -23,044.80% | nan% | nan% | NA | NA | NA | … | … |
Data as of 10/15/2024, Common starting date is 12/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSMEX (STEWARD SMALL-MID CAP ENHANCED INDEX FUND CLASS C) | 12/18/2017 | 10/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -23,044.80 | nan | nan | NA | NA | NA | … | … | -20,276.32 | 15.79 | -14.95 | 24.52 | 8.79 | -34.74 | -14.47 | 0.34 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.67 | -0.64 | 0.83 | 0.20 | -0.52 | -0.92 | 1.69 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 18.14 | 25.57 | 29.69 | 43.21 | 70.25 | 17.25 | 6.03 |
| Draw Down(%) | NA | 18,955.68 | 17,893.14 | 17,893.14 | NA | NA | NA | … | … | 18,955.68 | 15.25 | 23.47 | 15.52 | 43.81 | 54.29 | 26.86 | 0.67 |
| Yield(%) | 0.00 | 115.75 | 33.46 | 55.43 | 12.17 | 8.12 | 6.09 | … | … | 102.37 | 5.88 | 21.24 | 17.02 | 8.05 | 8.37 | 19.84 | 0.00 |
Data as of 10/15/2024, 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 |
|---|---|---|---|---|
| SSMEX (STEWARD SMALL-MID CAP ENHANCED INDEX FUND CLASS C) |
-14.79%
Jan 2018 – Jan 2021 |
-9.35%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMEX (STEWARD SMALL-MID CAP ENHANCED INDEX FUND CLASS C) |
21.97%
Mar 2020 – Mar 2023 |
-2.74%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart