Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJCAX (Steward Large Cap Core Fund Class A) | 8.77% | 20.27% | 18.88% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJCAX (Steward Large Cap Core Fund Class A) | 11/16/2021 | 06/11/2026 |
| 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 (%) | -1.76 | 20.27 | 18.88 | NA | NA | NA | NA | … | … | 8.77 | 10.69 | 23.96 | 23.75 | -18.26 | 0.96 |
| Sharpe Ratio | NA | 1.36 | 1.02 | NA | NA | NA | NA | … | … | 1.19 | 0.40 | 1.43 | 1.50 | -0.80 | 0.42 |
| Standard Deviation(%) | NA | 13.50 | 16.02 | NA | NA | NA | NA | … | … | 15.46 | 19.68 | 14.20 | 13.50 | 24.73 | 19.01 |
| Draw Down(%) | NA | 9.86 | 20.32 | NA | NA | NA | NA | … | … | 9.86 | 20.32 | 8.86 | 9.61 | 25.83 | 4.88 |
| Yield(%) | 0.00 | 6.56 | 4.07 | 2.35 | 1.17 | 0.78 | 0.59 | … | … | 0.00 | 6.58 | 2.57 | 0.47 | 0.66 | 0.08 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| SJCAX (Steward Large Cap Core Fund Class A) |
7.84%
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 |
|---|---|---|---|---|
| SJCAX (Steward Large Cap Core Fund Class A) |
21.97%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart