Steward Select Bond R6 (SEABX)
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
- 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
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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)
Rank in Category (By Total Return) Information Not Available
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.