Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGIGX (STEWARD GLOBAL EQUITY INCOME FUND CLASS K) | 9.73% | 22.16% | 17.65% | 9.23% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGIGX (STEWARD GLOBAL EQUITY INCOME FUND CLASS K) | 12/18/2017 | 06/09/2026 |
| 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 (%) | -3.71 | 22.16 | 17.65 | 9.23 | NA | NA | NA | … | … | 9.73 | 15.64 | 9.43 | 15.85 | -11.13 | 19.61 | 8.77 | -102.38 | -8.93 | 0.75 |
| Sharpe Ratio | NA | 1.58 | 1.07 | 0.44 | NA | NA | NA | … | … | 1.44 | 0.74 | 0.46 | 0.96 | -0.66 | 1.57 | 0.25 | NA | -0.71 | 5.58 |
| Standard Deviation(%) | NA | 13.09 | 14.21 | 15.05 | NA | NA | NA | … | … | 15.02 | 17.55 | 12.52 | 12.84 | 19.17 | 12.48 | 33.84 | NA | 14.64 | 4.55 |
| Draw Down(%) | NA | 0.00 | 1.09 | 2.86 | NA | NA | NA | … | … | 1.36 | 5.14 | 1.03 | 0.78 | 2.86 | 1.26 | 9.79 | 102.00 | 18.32 | 0.37 |
| Yield(%) | 0.00 | 7.32 | 6.18 | 7.12 | 8.62 | 5.75 | 4.31 | … | … | 0.28 | 7.99 | 5.83 | 3.34 | 7.64 | 18.41 | 27.28 | 56.97 | 36.16 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGIGX (STEWARD GLOBAL EQUITY INCOME FUND CLASS K) |
4.02%
Apr 2021 – Apr 2024 |
7.95%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGIGX (STEWARD GLOBAL EQUITY INCOME FUND CLASS K) |
19.71%
May 2023 – May 2026 |
14.68%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart