Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJCIX (Steward Funds Inc. – Steward Large Cap Core Fund) | 8.75% | 20.29% | 19.62% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJCIX (Steward Funds Inc. – Steward Large Cap Core Fund) | 11/16/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | 20.29 | 19.62 | NA | NA | NA | NA | … | … | 8.75 | 10.93 | 24.29 | 24.01 | -18.02 | 1.03 |
| Sharpe Ratio | NA | 1.37 | 1.05 | NA | NA | NA | NA | … | … | 1.21 | 0.41 | 1.52 | 1.52 | -0.79 | 0.45 |
| Standard Deviation(%) | NA | 13.55 | 15.83 | NA | NA | NA | NA | … | … | 15.50 | 19.67 | 13.56 | 13.51 | 24.69 | 19.09 |
| Draw Down(%) | NA | 9.86 | 20.29 | NA | NA | NA | NA | … | … | 9.86 | 20.29 | 8.87 | 9.54 | 25.70 | 4.88 |
| Yield(%) | 0.00 | 6.73 | 4.42 | 2.54 | 1.27 | 0.85 | 0.64 | … | … | 0.00 | 6.76 | 2.78 | 0.92 | 0.77 | 0.11 |
Data as of 06/08/2026, Common starting date is 11/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJCIX (Steward Funds Inc. – Steward Large Cap Core Fund) |
8.11%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJCIX (Steward Funds Inc. – Steward Large Cap Core Fund) |
22.29%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart