Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGISX (Stewart Global Equity Inc Fnd Insti Cls) | 8.03% | 19.55% | 16.70% | 4.63% | 8.96% | 8.97% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGISX (Stewart Global Equity Inc Fnd Insti Cls) | 04/10/2008 | 06/10/2026 |
| 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 (%) | -4.43 | 19.55 | 16.70 | 4.63 | 8.96 | 8.97 | NA | … | … | 8.03 | 21.79 | 9.34 | 15.60 | -16.29 | 4.74 | 7.11 | 24.76 | -7.78 | 22.30 | 14.03 | -1.30 | 8.99 | 20.74 | 9.54 | 5.31 | 10.32 | 21.64 | -30.71 |
| Sharpe Ratio | NA | 1.60 | 1.07 | 0.15 | 0.43 | NA | NA | … | … | 1.48 | 1.15 | 0.47 | 0.94 | -0.87 | 0.25 | 0.20 | 2.14 | -0.63 | 3.38 | 1.04 | -0.09 | 0.91 | 1.94 | 0.80 | 0.24 | 0.60 | 0.81 | -0.94 |
| Standard Deviation(%) | NA | 13.10 | 14.15 | 16.60 | 17.49 | NA | NA | … | … | 15.01 | 16.55 | 12.27 | 12.83 | 20.39 | 18.95 | 33.92 | 10.86 | 14.54 | 6.43 | 13.27 | 14.30 | 9.82 | 10.68 | 11.98 | 21.95 | 17.16 | 26.53 | 43.02 |
| Draw Down(%) | NA | 8.16 | 14.71 | 28.71 | 35.59 | NA | NA | … | … | 8.16 | 14.71 | 6.23 | 9.88 | 21.76 | 14.46 | 35.59 | 6.05 | 17.34 | 1.93 | 7.55 | 12.25 | 8.20 | 7.02 | 11.23 | 16.00 | 12.32 | 28.20 | 44.93 |
| Yield(%) | 0.00 | 6.63 | 5.60 | 3.31 | 5.87 | 6.57 | 4.73 | … | … | 0.24 | 7.28 | 5.30 | 3.01 | 2.19 | 2.99 | 1.14 | 9.19 | 8.78 | 8.55 | 7.56 | 7.59 | 6.17 | 2.82 | 3.01 | 2.76 | 1.43 | 0.00 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| SGISX (Stewart Global Equity Inc Fnd Insti Cls) |
-2.50%
Apr 2021 – Apr 2024 |
1.09%
May 2018 – May 2023 |
5.28%
Oct 2013 – Oct 2023 |
4.85%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGISX (Stewart Global Equity Inc Fnd Insti Cls) |
23.25%
Feb 2009 – Feb 2012 |
18.25%
Feb 2009 – Feb 2014 |
13.55%
Feb 2009 – Feb 2019 |
10.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart