Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGIFX (STEWARD GLOBAL EQUITY INCOME FUND CLASS C) | 7.53% | 18.32% | 15.40% | 7.51% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGIFX (STEWARD GLOBAL EQUITY INCOME FUND CLASS C) | 12/18/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.45 | 18.32 | 15.40 | 7.51 | NA | NA | NA | … | … | 7.53 | 16.14 | 8.24 | 14.08 | -12.11 | 18.15 | 7.48 | -102.70 | -8.95 | 0.75 |
| Sharpe Ratio | NA | 1.50 | 0.97 | 0.36 | NA | NA | NA | … | … | 1.40 | 0.78 | 0.37 | 0.82 | -0.71 | 1.45 | 0.21 | NA | -0.71 | 5.58 |
| Standard Deviation(%) | NA | 13.10 | 14.22 | 15.06 | NA | NA | NA | … | … | 14.99 | 17.23 | 12.50 | 12.85 | 19.21 | 12.48 | 33.86 | NA | 14.67 | 4.55 |
| Draw Down(%) | NA | 0.00 | 1.06 | 2.87 | NA | NA | NA | … | … | 1.36 | 5.23 | 1.02 | 0.84 | 2.87 | 1.31 | 9.80 | 102.28 | 18.31 | 0.37 |
| Yield(%) | 0.00 | 5.40 | 4.32 | 5.57 | 7.91 | 5.27 | 3.95 | … | … | 0.04 | 5.95 | 4.15 | 1.91 | 6.10 | 14.77 | 20.12 | 52.58 | 32.43 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| SGIFX (STEWARD GLOBAL EQUITY INCOME FUND CLASS C) |
2.71%
Apr 2021 – Apr 2024 |
6.62%
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 |
|---|---|---|---|---|
| SGIFX (STEWARD GLOBAL EQUITY INCOME FUND CLASS C) |
18.33%
May 2023 – May 2026 |
13.30%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart