Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJGAX (Steward Large Cap Growth Fund Class A) | 5.12% | 13.92% | 19.69% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJGAX (Steward Large Cap Growth Fund Class A) | 11/16/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.42 | 13.92 | 19.69 | NA | NA | NA | NA | … | … | 5.12 | 9.95 | 30.56 | 35.37 | -25.14 | 0.23 |
| Sharpe Ratio | NA | 0.95 | 1.01 | NA | NA | NA | NA | … | … | 0.84 | 0.33 | 1.73 | 2.13 | -0.93 | 0.09 |
| Standard Deviation(%) | NA | 15.64 | 17.88 | NA | NA | NA | NA | … | … | 18.27 | 21.74 | 15.56 | 15.05 | 28.75 | 21.09 |
| Draw Down(%) | NA | 12.49 | 22.36 | NA | NA | NA | NA | … | … | 12.11 | 22.36 | 10.12 | 9.91 | 29.50 | 4.56 |
| Yield(%) | 0.00 | 8.65 | 7.15 | 3.87 | 1.94 | 1.29 | 0.97 | … | … | 0.00 | 8.79 | 8.20 | 0.08 | 0.21 | 0.03 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| SJGAX (Steward Large Cap Growth Fund Class A) |
9.44%
Mar 2022 – Mar 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 |
|---|---|---|---|---|
| SJGAX (Steward Large Cap Growth Fund Class A) |
26.17%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart