Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCECX (STEWARD SMALL-MID CAP ENHANCED INDEX FUND INSTITUTIONAL CLASS) | 16.69% | 28.82% | 14.19% | -0.27% | 6.11% | 7.62% | 7.20% | … | … |
Data as of 06/15/2026, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCECX (STEWARD SMALL-MID CAP ENHANCED INDEX FUND INSTITUTIONAL CLASS) | 04/11/2006 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.18 | 28.82 | 14.19 | -0.27 | 6.11 | 7.62 | 7.20 | … | … | 16.69 | 5.92 | 10.42 | 16.06 | -32.81 | 11.37 | 7.20 | 21.71 | -12.42 | 14.16 | 23.49 | -3.88 | 5.73 | 37.55 | 16.75 | -1.33 | 27.43 | 42.38 | -35.98 | -1.87 | 5.37 |
| Sharpe Ratio | NA | 1.48 | 0.59 | -0.13 | 0.18 | NA | NA | … | … | 2.07 | 0.14 | 0.40 | 0.69 | -0.96 | 0.46 | 0.16 | 1.28 | -0.80 | 1.22 | 1.31 | -0.25 | 0.40 | 2.68 | 1.05 | -0.05 | 1.18 | 1.12 | -0.85 | -0.27 | 0.24 |
| Standard Deviation(%) | NA | 16.23 | 18.49 | 23.96 | 23.99 | NA | NA | … | … | 16.96 | 21.32 | 16.97 | 18.09 | 35.69 | 24.58 | 43.27 | 15.82 | 17.22 | 11.10 | 17.72 | 15.66 | 14.38 | 13.99 | 15.99 | 30.10 | 23.21 | 37.62 | 43.51 | 18.94 | 16.88 |
| Draw Down(%) | NA | 8.56 | 26.05 | 44.87 | 45.71 | NA | NA | … | … | 8.56 | 23.24 | 8.52 | 15.14 | 34.64 | 19.20 | 43.61 | 10.43 | 26.15 | 5.95 | 12.75 | 13.92 | 12.10 | 5.95 | 12.28 | 26.55 | 19.73 | 34.24 | 50.92 | 14.30 | 13.21 |
| Yield(%) | 0.00 | 8.79 | 6.84 | 2.92 | 5.25 | 7.18 | 6.85 | … | … | 0.00 | 8.45 | 6.48 | 4.93 | 0.67 | 0.84 | 1.08 | 4.19 | 11.86 | 8.31 | 4.48 | 11.19 | 13.91 | 9.62 | 8.54 | 3.88 | 0.74 | 0.64 | 2.10 | 11.58 | 4.48 |
Data as of 06/15/2026, Common starting date is 04/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCECX (STEWARD SMALL-MID CAP ENHANCED INDEX FUND INSTITUTIONAL CLASS) |
-9.63%
Apr 2021 – Apr 2024 |
-4.26%
Sep 2018 – Sep 2023 |
2.37%
Oct 2013 – Oct 2023 |
5.48%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCECX (STEWARD SMALL-MID CAP ENHANCED INDEX FUND INSTITUTIONAL CLASS) |
36.28%
Feb 2009 – Feb 2012 |
30.01%
Feb 2009 – Feb 2014 |
18.22%
Feb 2009 – Feb 2019 |
11.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart