It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
SEACX: STEWARD SELECT BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 22.47 0.09(0.40%) June 05
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 12/21/2004 |
| Last Dividend Date: | 03/13/2026 |
| 12-Mo. Yield | 3.38% |
| Expenses | 0.64% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -0.5 | 3.7 | 3.9 | 0.2 | 1.2 | 1.5 | 2.4 | 2.2 | 7.1 | 1.5 | 5.5 | -11.5 | -2.0 | 5.0 | 7.0 | -0.1 | 2.2 | 2.0 | 1.0 | 3.8 | -2.1 | 4.1 | 3.3 | 5.2 | 5.7 | 3.5 | 5.8 | 3.5 | -2.2 | -0.1 |
| Sharpe Ratio | NA | -0.59 | 0.55 | 0.24 | -0.46 | -0.1 | NA | NA | 0.26 | 1.03 | -0.53 | 0.36 | -1.98 | -0.74 | 1.08 | 2.64 | -1.04 | 0.89 | 0.76 | 0.32 | 1.56 | -0.67 | 1.86 | 1.21 | 2.12 | 1.49 | 0.5 | 0.91 | 0.03 | -1.33 | -2.18 |
| Draw Down(%) | NA | 2.7 | 2.7 | 3.8 | 16.3 | 17.0 | NA | NA | 17.0 | 2.4 | 3.1 | 4.3 | 15.0 | 3.1 | 7.9 | 1.3 | 1.6 | 1.0 | 3.1 | 1.8 | 1.3 | 5.1 | 1.1 | 1.7 | 2.3 | 1.5 | 3.6 | 1.9 | 1.8 | 3.6 | 0.4 |
| Standard Deviation(%) | NA | 3.9 | 3.7 | 4.2 | 4.8 | 3.9 | NA | NA | 3.5 | 4.2 | 4.0 | 5.3 | 6.6 | 2.7 | 4.4 | 2.1 | 1.4 | 1.8 | 2.3 | 2.9 | 2.4 | 3.2 | 2.2 | 2.7 | 2.4 | 3.8 | 5.1 | 2.9 | 2.4 | 3.3 | 2.0 |
| Treynor Ratio | NA | -0.05 | 0.05 | 0.03 | -0.06 | -0.01 | NA | NA | 0.04 | 0.11 | -0.06 | 0.06 | -0.35 | -0.09 | 0.22 | 0.28 | -0.1 | 0.08 | 0.09 | 0.04 | 0.15 | -0.08 | 0.22 | 0.23 | 0.32 | 0.27 | 0.08 | 0.08 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | NA | NA |
| Beta | NA | 0.43 | 0.42 | 0.34 | 0.35 | 0.29 | NA | NA | 0.26 | 0.39 | 0.33 | 0.33 | 0.37 | 0.23 | 0.22 | 0.19 | 0.15 | 0.19 | 0.2 | 0.21 | 0.24 | 0.27 | 0.19 | 0.14 | 0.16 | 0.21 | 0.33 | 0.32 | 0.32 | NA | NA |
| RSquared | NA | 0.9 | 0.89 | 0.86 | 0.85 | 0.75 | NA | NA | 0.65 | 0.86 | 0.89 | 0.83 | 0.87 | 0.79 | 0.54 | 0.72 | 0.58 | 0.69 | 0.65 | 0.74 | 0.62 | 0.71 | 0.71 | 0.57 | 0.64 | 0.57 | 0.66 | 0.81 | 0.69 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 2.8 | 2.1 | 1.5 | 1.4 | 1.9 | 2.4 | 2.2 | 2.0 | 2.2 | 2.3 | 2.2 | 2.2 | 2.9 | 3.0 | 3.7 | 3.9 | 4.2 | 4.5 | 4.2 | 0.0 | 0.6 |
| Dividend Growth(%) | N/A | -81.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.0 | 35.9 | 28.2 | 2.6 | -26.7 | -15.0 | 6.3 | 9.7 | -9.0 | -5.2 | 3.0 | -3.7 | -21.1 | -5.8 | -16.0 | -3.2 | -8.7 | -7.2 | 6.2 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Long-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Long-Term Bond
Best Mutual Funds
- STICX (RIDGEWORTH SEIX CORPORATE BOND FUND I SHARES) (85%)
- VWESX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (83%)
- SEACX (STEWARD SELECT BOND FUND INSTITUTIONAL CLASS) (81%)
- VWETX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (80%)
- DEEIX (DELAWARE EXTENDED DURATION BOND FUND INSTITUTIONAL CLASS) (79%)
- LSIGX (LOOMIS SAYLES INVESTMENT GRADE FIXED INCOME FUND INSTITUTIONAL CLASS) (78%)
- PBBBX (PIA BBB BOND FUND MANAGED ACCOUNT COMPLETION SHARES) (76%)
- PRPIX (T. ROWE PRICE CORPORATE INCOME FUND INC. T. ROWE PRICE CORPORATE INCOME FUND INC.) (75%)
- SIGYX (WESTERN ASSET CORPORATE BOND FUND CLASS I) (74%)
- PPSIX (PREFERRED SECURITIES FUND INSTITUTIONAL CLASS) (73%)
Best ETFs
- BLV (Vanguard Long-Term Bond ETF) 0.63% (84%)
- BAB (Invesco Taxable Municipal Bond ETF) 0.15% (38%)
- ILTB (iShares Core 10+ Year USD Bond ETF) 0.59% (1%)
Best Closed End Funds
- BHK (BlackRock Core Bond Closed Fund) (100%)
- BTZ (BlackRock Credit Allocation Income Trust) (99%)
- PFD (Flaherty & Crumrine Preferred Income Fund Inc) (98%)
- PFO (Flaherty & Crumrine Preferred Inc Oppty Fund Inc) (96%)
- FFC (Flaherty & Crumrine Preferred Securities Income Fd) (95%)
- FLC (Flaherty & Crumrine Total Return Fund Inc) (94%)
- HPS (John Hancock Preferred Income III Closed Fund) (93%)
- HPI (John Hancock Preferred Income Closed Fund) (91%)
- HPF (John Hancock Preferred Income II Closed Fund) (90%)
- JPC (Nuveen Preferred Income Opportunities Closed Fund) (89%)
Latest Articles Related to SEACX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
