Nasdaq - Delayed Quote USD

Steward International Enhanced Index R6 (SNTFX)

20.74 +0.20 (+0.97%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 10.73%
5y Average Return 6.76%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Nov 6, 2024) 17.72%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 17.72%
Worst 3Y Total Return 0.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SNTFX
Category
YTD
9.68%
9.07%
1-Month
-4.23%
-1.09%
3-Month
-0.62%
5.12%
1-Year
24.65%
33.76%
3-Year
3.97%
8.50%
5-Year
6.99%
10.08%
10-Year
4.08%
5.80%
Last Bull Market
20.46%
14.90%
Last Bear Market
-12.71%
-23.70%

Annual Total Return (%) History

Year
SNTFX
Category
2024
--
--
2023
17.72%
--
2022
-11.51%
--
2021
11.00%
--
2020
4.87%
9.30%
2019
17.54%
21.59%
2018
-14.14%
-14.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.00% 1.84% 6.09% --
2023 7.64% 2.46% -3.09% 10.15%
2022 -0.50% -12.71% -10.76% 14.16%
2021 6.70% 6.60% -4.93% 2.66%
2020 -26.04% 15.05% 5.26% 17.10%
2019 10.40% 1.63% -2.65% 7.62%
2018 -1.00% -2.03% 0.41% -11.84%

Rank in Category (By Total Return)

YTD 17
1-Month 23
3-Month 41
1-Year 17
3-Year 11
5-Year 23

Load Adjusted Returns

1-Year 24.65%
3-Year 3.97%
5-Year 6.99%
10-Year 4.08%

Performance & Risk

YTD Return 10.73%
5y Average Return 6.76%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Crossmark Steward Funds
Net Assets 201.05M
YTD Return 9.68%
Yield 3.88%
Morningstar Rating
Inception Date Dec 14, 2017

Fund Summary

The advisor pursues its objective by seeking to enhance its performance over that of its primary benchmark index by 1) changing the relative weighting in the fund's portfolio of equity securities of developed market companies and of emerging market companies, and 2) utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to attempt to compensate for the exclusion of certain index securities due to the fund's values-based screening policies. It invests at least 80% of its assets in the securities of companies included in its primary benchmark.

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