Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEAKX (STEWARD SELECT BOND FUND INDIVIDUAL CLASS) | -0.72% | 3.81% | 3.55% | -0.12% | 0.86% | 0.83% | 1.58% | … | … |
Data as of 06/08/2026, Common starting date is 12/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEAKX (STEWARD SELECT BOND FUND INDIVIDUAL CLASS) | 12/21/2004 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 3.81 | 3.55 | -0.12 | 0.86 | 0.83 | 1.58 | … | … | -0.72 | 6.86 | 1.30 | 5.26 | -11.75 | -2.11 | 4.52 | 6.64 | -0.45 | 1.97 | 1.60 | 0.61 | 3.45 | -2.80 | 1.19 | 0.20 | 2.25 | 2.90 | 3.17 | 5.52 | 3.24 | -0.02 | -0.08 |
| Sharpe Ratio | NA | 0.23 | 0.07 | -0.54 | -0.20 | NA | NA | … | … | -1.04 | 0.97 | -0.55 | 0.30 | -2.01 | -0.78 | 0.97 | 2.52 | -1.29 | 0.73 | 0.59 | 0.20 | 1.42 | -0.90 | 0.46 | 0.06 | 0.78 | 0.76 | 0.43 | 0.82 | -0.07 | -0.76 | -1.98 |
| Standard Deviation(%) | NA | 3.66 | 4.25 | 4.86 | 3.91 | NA | NA | … | … | 3.85 | 4.12 | 4.22 | 5.36 | 6.58 | 2.73 | 4.38 | 2.05 | 1.43 | 1.81 | 2.33 | 2.84 | 2.41 | 3.17 | 2.48 | 3.03 | 2.77 | 3.70 | 5.13 | 2.89 | 2.46 | 3.00 | 2.23 |
| Draw Down(%) | NA | 2.75 | 4.52 | 16.58 | 17.37 | NA | NA | … | … | 2.75 | 2.39 | 3.78 | 4.44 | 15.15 | 3.09 | 7.98 | 1.25 | 1.77 | 1.02 | 3.31 | 1.83 | 1.33 | 5.30 | 1.47 | 2.95 | 3.03 | 2.02 | 3.78 | 1.89 | 1.94 | 2.47 | 0.44 |
| Yield(%) | 0.00 | 3.13 | 2.64 | 1.87 | 1.80 | 1.54 | 1.87 | … | … | 0.55 | 3.17 | 2.58 | 1.88 | 1.29 | 1.13 | 1.49 | 2.07 | 1.87 | 1.68 | 1.82 | 1.91 | 1.86 | 1.53 | 0.00 | 0.00 | 0.76 | 1.06 | 3.66 | 4.26 | 3.77 | 2.17 | 0.60 |
Data as of 06/08/2026, Common starting date is 12/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEAKX (STEWARD SELECT BOND FUND INDIVIDUAL CLASS) |
-4.59%
Oct 2020 – Oct 2023 |
-1.44%
Oct 2017 – Oct 2022 |
-0.33%
Oct 2012 – Oct 2022 |
0.52%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEAKX (STEWARD SELECT BOND FUND INDIVIDUAL CLASS) |
5.27%
Oct 2022 – Oct 2025 |
3.90%
May 2006 – May 2011 |
2.42%
Jun 2006 – Jun 2016 |
2.24%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart