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SEAKX: STEWARD SELECT BOND FUND INDIVIDUAL CLASS (MUTUAL FUND)
Basic Info 22.58 0.1(0.44%) June 05
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 12/21/2004 |
| Last Dividend Date: | 03/13/2026 |
| 12-Mo. Yield | 3.12% |
| Expenses | 1.83% |
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Performance Analytics (As of 06/05/2026)
| 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 | -0.6 | 3.5 | 3.6 | -0.1 | 0.9 | 0.8 | 1.6 | 1.5 | 6.9 | 1.3 | 5.3 | -11.8 | -2.1 | 4.5 | 6.6 | -0.5 | 2.0 | 1.6 | 0.6 | 3.4 | -2.8 | 1.2 | 0.2 | 2.3 | 2.9 | 3.2 | 5.5 | 3.2 | -0.0 | -0.1 |
| Sharpe Ratio | NA | -1.04 | 0.23 | 0.07 | -0.54 | -0.2 | NA | NA | 0.06 | 0.97 | -0.55 | 0.3 | -2.01 | -0.78 | 0.97 | 2.52 | -1.29 | 0.73 | 0.59 | 0.2 | 1.42 | -0.9 | 0.46 | 0.06 | 0.78 | 0.76 | 0.43 | 0.82 | -0.07 | -0.76 | -1.98 |
| Draw Down(%) | NA | 2.7 | 2.7 | 4.5 | 16.6 | 17.4 | NA | NA | 17.4 | 2.4 | 3.8 | 4.4 | 15.2 | 3.1 | 8.0 | 1.3 | 1.8 | 1.0 | 3.3 | 1.8 | 1.3 | 5.3 | 1.5 | 3.0 | 3.0 | 2.0 | 3.8 | 1.9 | 1.9 | 2.5 | 0.4 |
| Standard Deviation(%) | NA | 3.8 | 3.7 | 4.2 | 4.9 | 3.9 | NA | NA | 3.5 | 4.1 | 4.2 | 5.4 | 6.6 | 2.7 | 4.4 | 2.1 | 1.4 | 1.8 | 2.3 | 2.8 | 2.4 | 3.2 | 2.5 | 3.0 | 2.8 | 3.7 | 5.1 | 2.9 | 2.5 | 3.0 | 2.2 |
| Treynor Ratio | NA | -0.09 | 0.02 | 0.01 | -0.08 | -0.03 | NA | NA | 0.01 | 0.1 | -0.08 | 0.05 | -0.36 | -0.1 | 0.2 | 0.27 | -0.12 | 0.07 | 0.07 | 0.03 | 0.14 | -0.11 | 0.06 | 0.01 | 0.13 | 0.13 | 0.07 | 0.07 | -0.01 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA |
| Beta | NA | 0.42 | 0.41 | 0.33 | 0.34 | 0.29 | NA | NA | 0.26 | 0.38 | 0.3 | 0.33 | 0.37 | 0.22 | 0.22 | 0.19 | 0.15 | 0.2 | 0.2 | 0.21 | 0.24 | 0.27 | 0.19 | 0.13 | 0.17 | 0.21 | 0.33 | 0.32 | 0.33 | NA | NA |
| RSquared | NA | 0.9 | 0.84 | 0.78 | 0.81 | 0.72 | NA | NA | 0.63 | 0.83 | 0.67 | 0.84 | 0.87 | 0.79 | 0.53 | 0.72 | 0.58 | 0.7 | 0.65 | 0.72 | 0.61 | 0.72 | 0.54 | 0.42 | 0.53 | 0.61 | 0.65 | 0.81 | 0.7 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.2 | 2.6 | 1.9 | 1.3 | 1.1 | 1.5 | 2.1 | 1.9 | 1.7 | 1.8 | 1.9 | 1.9 | 1.5 | 0.0 | 0.0 | 0.8 | 1.1 | 3.7 | 4.3 | 3.8 | 2.2 | 0.6 |
| Dividend Growth(%) | N/A | -82.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 22.2 | 41.1 | 27.3 | 10.0 | -21.8 | -24.9 | 8.2 | 11.7 | -7.9 | -6.1 | 4.2 | 17.3 | N/A | N/A | -100.0 | -26.5 | -71.4 | -13.0 | 12.4 | 70.3 | 257.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2004
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