Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMNIX (Crossmark Steward Equity Market Neutral Fund) | 4.14% | 4.89% | 4.75% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMNIX (Crossmark Steward Equity Market Neutral Fund) | 11/23/2021 | 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 (%) | 3.69 | 4.89 | 4.75 | NA | NA | NA | NA | … | … | 4.14 | 1.82 | 4.43 | 0.70 | 11.24 | 1.87 |
| Sharpe Ratio | NA | 0.04 | 0.16 | NA | NA | NA | NA | … | … | 0.60 | -0.12 | 0.10 | -0.34 | 0.85 | 2.59 |
| Standard Deviation(%) | NA | 10.41 | 9.23 | NA | NA | NA | NA | … | … | 11.26 | 9.25 | 8.24 | 8.65 | 11.60 | 7.56 |
| Draw Down(%) | NA | 7.74 | 9.88 | NA | NA | NA | NA | … | … | 5.28 | 9.35 | 6.32 | 7.32 | 8.83 | 1.63 |
| Yield(%) | 0.00 | 2.49 | 3.83 | 2.53 | 1.27 | 0.84 | 0.63 | … | … | 0.00 | 2.52 | 4.25 | 4.59 | 0.05 | 0.00 |
Data as of 06/08/2026, Common starting date is 11/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMNIX (Crossmark Steward Equity Market Neutral Fund) |
1.61%
Nov 2022 – Nov 2025 |
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 |
|---|---|---|---|---|
| SMNIX (Crossmark Steward Equity Market Neutral Fund) |
6.44%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart