Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSMOX (STEWARD SMALL-MID CAP ENHANCED INDEX FUND CLASS K) | 14.08% | 25.16% | 14.02% | 6.84% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSMOX (STEWARD SMALL-MID CAP ENHANCED INDEX FUND CLASS K) | 12/18/2017 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 25.16 | 14.02 | 6.84 | NA | NA | NA | … | … | 14.08 | -1.90 | 10.51 | 16.11 | -14.73 | 26.69 | 10.87 | -34.25 | -14.51 | 0.34 |
| Sharpe Ratio | NA | 1.44 | 0.62 | 0.19 | NA | NA | NA | … | … | 1.79 | -0.21 | 0.41 | 0.70 | -0.64 | 0.91 | 0.25 | -0.51 | -0.93 | 1.69 |
| Standard Deviation(%) | NA | 16.02 | 18.46 | 22.33 | NA | NA | NA | … | … | 16.70 | 23.45 | 16.90 | 18.03 | 25.50 | 29.37 | 43.15 | 70.41 | 17.23 | 6.03 |
| Draw Down(%) | NA | 8.51 | 26.02 | 30.23 | NA | NA | NA | … | … | 8.51 | 23.24 | 8.52 | 15.09 | 23.28 | 15.21 | 43.65 | 54.05 | 26.87 | 0.67 |
| Yield(%) | 0.00 | 10.30 | 8.07 | 9.51 | 7.47 | 4.98 | 3.73 | … | … | 0.00 | 9.98 | 7.56 | 5.78 | 20.67 | 16.98 | 9.96 | 8.86 | 20.07 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMOX (STEWARD SMALL-MID CAP ENHANCED INDEX FUND CLASS K) |
-14.06%
Jan 2018 – Jan 2021 |
-8.48%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMOX (STEWARD SMALL-MID CAP ENHANCED INDEX FUND CLASS K) |
23.36%
Mar 2020 – Mar 2023 |
16.53%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart