Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCJAX (STEWARD COVERED CALL INCOME FUND CLASS A) | 2.48% | 14.10% | 13.56% | 8.91% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCJAX (STEWARD COVERED CALL INCOME FUND CLASS A) | 12/20/2017 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.35 | 14.10 | 13.56 | 8.91 | NA | NA | NA | … | … | 2.48 | 12.99 | 16.75 | 18.84 | -12.36 | 21.37 | 6.62 | 20.51 | -3.79 | -0.10 |
| Sharpe Ratio | NA | 1.41 | 0.91 | 0.33 | NA | NA | NA | … | … | 0.23 | 0.69 | 1.42 | 1.71 | -0.77 | 0.62 | 0.23 | 1.98 | -0.38 | -1.37 |
| Standard Deviation(%) | NA | 8.54 | 11.34 | 19.49 | NA | NA | NA | … | … | 10.57 | 14.73 | 9.26 | 8.98 | 17.86 | 34.68 | 27.89 | 9.61 | 13.68 | 3.80 |
| Draw Down(%) | NA | 8.59 | 15.06 | 33.19 | NA | NA | NA | … | … | 8.59 | 15.06 | 6.88 | 6.71 | 18.20 | 21.49 | 29.45 | 5.73 | 15.36 | 0.40 |
| Yield(%) | 0.00 | 9.69 | 11.38 | 10.94 | 8.47 | 5.65 | 4.24 | … | … | 2.89 | 9.49 | 13.08 | 9.21 | 7.95 | 24.69 | 14.18 | 7.77 | 8.90 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCJAX (STEWARD COVERED CALL INCOME FUND CLASS A) |
4.29%
Dec 2019 – Dec 2022 |
5.90%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCJAX (STEWARD COVERED CALL INCOME FUND CLASS A) |
16.91%
Sep 2022 – Sep 2025 |
13.66%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart