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Steward International Enhanced Index R6 (SNTFX)
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
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 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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