Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMNAX (Steward Equity Market Neutral Fund Class A) | 2.97% | 3.94% | 4.22% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMNAX (Steward Equity Market Neutral Fund Class A) | 11/23/2021 | 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 (%) | 0.68 | 3.94 | 4.22 | NA | NA | NA | NA | … | … | 2.97 | 1.64 | 4.10 | 0.63 | 10.89 | 1.79 |
| Sharpe Ratio | NA | 0.03 | 0.14 | NA | NA | NA | NA | … | … | 0.58 | -0.14 | 0.06 | -0.35 | 0.82 | 2.49 |
| Standard Deviation(%) | NA | 10.43 | 9.18 | NA | NA | NA | NA | … | … | 11.20 | 9.26 | 8.12 | 8.64 | 11.59 | 7.52 |
| Draw Down(%) | NA | 7.73 | 10.01 | NA | NA | NA | NA | … | … | 5.29 | 9.38 | 6.33 | 7.38 | 8.94 | 1.63 |
| Yield(%) | 0.00 | 2.21 | 3.56 | 2.35 | 1.17 | 0.78 | 0.59 | … | … | 0.00 | 2.23 | 3.71 | 4.61 | 0.05 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMNAX (Steward Equity Market Neutral Fund Class A) |
1.41%
Nov 2022 – Nov 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 |
|---|---|---|---|---|
| SMNAX (Steward Equity Market Neutral Fund Class A) |
6.20%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart