Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGIDX (Steward Global E I F Individual Class) | 10.12% | 22.36% | 17.47% | 4.81% | 8.69% | 8.70% | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGIDX (Steward Global E I F Individual Class) | 04/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.07 | 22.36 | 17.47 | 4.81 | 8.69 | 8.70 | NA | … | … | 10.12 | 21.47 | 9.05 | 15.24 | -16.44 | 4.42 | 6.66 | 24.40 | -8.06 | 21.94 | 13.68 | -1.63 | 8.60 | 20.28 | 9.16 | 4.99 | 10.08 | 21.65 | -30.72 |
| Sharpe Ratio | NA | 1.59 | 1.03 | 0.13 | 0.41 | NA | NA | … | … | 1.47 | 1.13 | 0.42 | 0.91 | -0.88 | 0.23 | 0.19 | 2.11 | -0.65 | 3.32 | 1.02 | -0.12 | 0.88 | 1.89 | 0.76 | 0.23 | 0.58 | 0.81 | -0.94 |
| Standard Deviation(%) | NA | 13.04 | 14.34 | 16.70 | 17.53 | NA | NA | … | … | 15.01 | 16.49 | 12.98 | 12.85 | 20.38 | 18.98 | 33.89 | 10.87 | 14.51 | 6.44 | 13.26 | 14.27 | 9.79 | 10.70 | 12.02 | 21.98 | 17.16 | 26.53 | 43.00 |
| Draw Down(%) | NA | 8.18 | 14.71 | 28.88 | 35.62 | NA | NA | … | … | 8.18 | 14.71 | 6.79 | 9.99 | 21.82 | 14.57 | 35.62 | 6.06 | 17.54 | 1.97 | 7.56 | 12.34 | 8.23 | 7.04 | 11.28 | 16.05 | 12.29 | 28.21 | 44.95 |
| Yield(%) | 0.00 | 6.47 | 5.40 | 3.11 | 5.47 | 6.10 | 4.44 | … | … | 0.20 | 7.06 | 5.07 | 2.77 | 2.05 | 2.27 | 0.93 | 8.89 | 8.52 | 8.26 | 7.25 | 7.27 | 5.82 | 2.47 | 2.65 | 2.41 | 1.25 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 04/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGIDX (Steward Global E I F Individual Class) |
-2.78%
Apr 2021 – Apr 2024 |
0.79%
May 2018 – May 2023 |
4.95%
Oct 2013 – Oct 2023 |
4.57%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGIDX (Steward Global E I F Individual Class) |
23.02%
Feb 2009 – Feb 2012 |
17.94%
Feb 2009 – Feb 2014 |
13.22%
Feb 2009 – Feb 2019 |
10.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart