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Nasdaq - Delayed Quote USD

Steward Select Bond R6 (SEABX)

24.25
+0.04
+(0.18%)
At close: 8:02:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.04%
5y Average Return -1.32%
Number of Years Up 3
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 5.53%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 5.53%
Worst 3Y Total Return -4.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SEABX
Category
YTD
-0.31%
-1.22%
1-Month
0.78%
0.67%
3-Month
-0.31%
1.77%
1-Year
2.55%
0.77%
3-Year
-2.49%
5.26%
5-Year
-0.91%
3.02%
10-Year
0.18%
3.31%
Last Bull Market
5.56%
3.52%
Last Bear Market
-4.27%
3.25%

Annual Total Return (%) History

Year
SEABX
Category
2024
--
--
2023
5.53%
--
2022
-12.09%
--
2021
-3.26%
--
2020
3.57%
7.52%
2019
5.37%
8.06%
2018
-3.12%
-0.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.31% -- -- --
2023 2.59% -0.49% -1.58% 5.04%
2022 -5.53% -4.27% -4.75% 2.05%
2021 -3.49% 1.18% -0.25% -0.69%
2020 -0.85% 3.66% 0.14% 0.63%
2019 2.23% 2.06% 0.80% 0.19%
2018 -1.58% -0.52% -0.32% -0.74%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 2.55%
3-Year -2.49%
5-Year -0.91%
10-Year 0.18%

Performance & Risk

YTD Return -2.04%
5y Average Return -1.32%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family Crossmark Steward Funds
Net Assets 197.99M
YTD Return -0.31%
Yield 2.05%
Morningstar Rating
Inception Date Oct 01, 2004

Fund Summary

The fund invests primarily in fixed income securities, including, but not limited to, corporate bonds, mortgage-backed securities and government and agency bonds and notes. The fund’s investments may include U.S. dollar-denominated instruments issued in the U.S. by foreign banks and branches and foreign corporations. Normally, the fund will invest at least 80% (measured at the time of investment) of the value of its net assets, plus the amount of any borrowings for investment purposes, either directly or through other investment companies, in these types of instruments.

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