Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SKGAX (Steward Funds Inc. – Steward Small Cap Growth Fund) NA 14,715.08% NA NA NA NA NA
Data as of 12/09/2024, Common starting date is 02/22/2022
More Performance Analytics Comparison
Name Start Date End Date
SKGAX (Steward Funds Inc. – Steward Small Cap Growth Fund) 02/22/2022 12/09/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) 0.00 14,715.08 NA NA NA NA NA 13,839.86 15.01 -18.31
Sharpe Ratio NA 30.10 NA NA NA NA NA 37.67 0.58 -0.66
Standard Deviation(%) NA 488.67 NA NA NA NA NA 502.90 18.77 34.11
Draw Down(%) NA 10.52 NA NA NA NA NA 10.52 18.03 27.85
Yield(%) 0.00 112.27 33.08 19.85 9.92 6.62 4.96 107.02 0.00 0.00
Data as of 12/09/2024, Common starting date is 02/22/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SKGAX (Steward Funds Inc. – Steward Small Cap Growth Fund) 0.00%
NA
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
SKGAX (Steward Funds Inc. – Steward Small Cap Growth Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return