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Nasdaq - Delayed Quote USD

Steward International Enhanced Index A (SNTKX)

23.55
+0.18
+(0.77%)
At close: March 7 at 8:01:57 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 9.36%
5y Average Return 9.95%
Number of Years Up 12
Number of Years Down 6
Best 1Y Total Return (Mar 6, 2025) 22.98%
Worst 1Y Total Return (Mar 6, 2025) --
Best 3Y Total Return 22.98%
Worst 3Y Total Return -3.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SNTKX
Category
YTD
8.38%
9.07%
1-Month
2.71%
-1.09%
3-Month
6.66%
5.12%
1-Year
14.48%
33.76%
3-Year
7.48%
8.50%
5-Year
9.45%
10.08%
10-Year
5.02%
5.80%
Last Bull Market
6.26%
14.90%
Last Bear Market
-12.74%
-23.70%

Annual Total Return (%) History

Year
SNTKX
Category
2024
8.31%
--
2023
17.20%
--
2022
-11.77%
--
2021
10.89%
--
2020
4.18%
9.30%
2019
18.59%
21.59%
2018
-13.39%
-14.59%
2017
22.98%
25.12%

2016
8.23%
0.79%
2015
-11.93%
-1.59%
2014
-5.69%
-4.98%
2013
9.15%
19.44%
2012
11.91%
18.29%
2011
-13.50%
-13.97%
2010
6.68%
10.24%
2009
39.32%
31.24%
2008
-44.37%
-43.99%
2007
14.96%
12.71%
2006
--
24.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.88% 1.78% 5.98% -5.17%
2023 7.49% 2.40% -3.23% 10.03%
2022 -0.58% -12.74% -10.81% 14.03%
2021 6.71% 6.64% -4.97% 2.54%
2020 -26.14% 14.96% 4.99% 16.86%
2019 10.53% 2.18% -2.30% 7.47%
2018 -1.02% -1.97% 0.96% -11.59%
2017 7.02% 3.56% 7.39% 3.33%
2016 0.77% 0.70% 6.74% -0.09%
2015 -0.18% 1.13% -13.69% 1.08%

2014 -1.11% 6.10% -3.28% -7.06%
2013 -0.34% -4.60% 9.27% 5.06%
2012 8.66% -8.04% 6.02% 5.64%
2011 4.25% -1.54% -20.59% 6.13%
2010 0.15% -14.46% 16.16% 7.20%
2009 -10.73% 25.97% 19.08% 4.04%
2008 -9.75% 2.08% -20.31% -24.24%
2007 2.41% 9.90% 4.06% -1.84%
2006 0.36% 3.44% 9.81% --

Rank in Category (By Total Return)

YTD 9
1-Month 33
3-Month 6
1-Year 7
3-Year 14
5-Year 16

Load Adjusted Returns

1-Year 7.90%
3-Year 5.38%
5-Year 8.16%
10-Year 4.40%

Performance & Risk

YTD Return 9.36%
5y Average Return 9.95%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Crossmark Steward Funds
Net Assets 209.56M
YTD Return 8.38%
Yield 2.22%
Morningstar Rating
Inception Date Feb 28, 2006

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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