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
SKGIX (Steward Funds Inc. – Steward Small Cap Growth Fund) NA 14,983.17% 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
SKGIX (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 14,983.17 NA NA NA NA NA 14,088.33 15.28 -18.15
Sharpe Ratio NA 30.55 NA NA NA NA NA 38.27 0.59 -0.66
Standard Deviation(%) NA 490.27 NA NA NA NA NA 504.55 18.75 34.17
Draw Down(%) NA 10.50 NA NA NA NA NA 10.50 17.97 27.78
Yield(%) 0.00 112.51 33.28 19.97 9.99 6.66 4.99 107.21 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
SKGIX (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
SKGIX (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