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Nasdaq - Delayed Quote USD
Steward Values Enhanced Lg Cap A (SEEKX)
29.78
-1.88
(-5.94%)
At close: April 4 at 8:02:12 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -8.05% |
| 5y Average Return | 18.50% |
| Number of Years Up | 15 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 3, 2025) | 36.22% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 36.22% |
| Worst 3Y Total Return | 5.73% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SEEKX
Category
- YTD
- -4.56%
- 5.31%
- 1-Month
- -5.60%
- -4.19%
- 3-Month
- -4.56%
- 3.90%
- 1-Year
- 6.80%
- 20.31%
- 3-Year
- 7.77%
- 6.48%
- 5-Year
- 18.27%
- 11.78%
- 10-Year
- 10.42%
- 10.96%
- Last Bull Market
- 19.77%
- 25.56%
- Last Bear Market
- -16.30%
- -15.11%
Annual Total Return (%) History
Year
SEEKX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -4.56% | -- | -- | -- |
| 2024 | 10.09% | 3.63% | 5.65% | 2.20% |
| 2023 | 7.20% | 8.28% | -3.69% | 11.80% |
| 2022 | -5.48% | -16.30% | -5.27% | 7.44% |
| 2021 | 5.92% | 9.25% | 1.34% | 11.51% |
| 2020 | -24.93% | 21.76% | 7.43% | 14.31% |
| 2019 | 13.51% | 3.97% | 1.49% | 7.80% |
| 2018 | -0.54% | 2.74% | 6.37% | -14.60% |
| 2017 | 5.28% | 3.16% | 4.76% | 6.34% |
| 2016 | 1.17% | 1.65% | 3.78% | 3.68% |
| 2015 | 1.07% | -0.74% | -7.29% | 5.11% |
| 2014 | 2.50% | 5.40% | 0.11% | 4.22% |
| 2013 | 11.36% | 3.46% | 6.45% | 11.06% |
| 2012 | 13.44% | -4.60% | 5.95% | 1.19% |
| 2011 | 6.34% | 0.49% | -15.69% | 10.78% |
| 2010 | 6.70% | -11.74% | 12.46% | 11.53% |
| 2009 | -11.07% | 20.69% | 19.95% | 6.12% |
| 2008 | -9.35% | -3.90% | -8.42% | -24.14% |
| 2007 | 2.29% | 5.89% | 0.81% | -3.86% |
| 2006 | 6.60% | -2.83% | 2.39% | 6.74% |
| 2005 | -1.91% | 2.38% | 4.21% | 1.96% |
Rank in Category (By Total Return)
| YTD | 60 |
| 1-Month | 44 |
| 3-Month | 60 |
| 1-Year | 45 |
| 3-Year | 59 |
| 5-Year | 34 |
Load Adjusted Returns
| 1-Year | 0.66% |
| 3-Year | 5.67% |
| 5-Year | 16.87% |
| 10-Year | 9.77% |
Performance & Risk
| YTD Return | -8.05% |
| 5y Average Return | 18.50% |
| Rank in Category (ytd) | 60 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Crossmark Steward Funds |
| Net Assets | 250.11M |
| YTD Return | -4.56% |
| Yield | 0.50% |
| Morningstar Rating | |
| Inception Date | Dec 14, 2017 |
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its assets in the securities of large-cap companies included in the fund’s benchmark index that pass the fund’s values-based screens. The companies included in the benchmark index represent a broad spectrum of the U.S. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.
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