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Steward Values Enhanced Lg Cap Index A (SEEKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.55+0.03 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.95%
5-year average return13.08%
Number of years up14
Number of years down5
Best 1-yr total return (16 May 2024)36.62%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return36.62%
Worst 3-yr total return5.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSEEKXCategory
YTD5.39%5.31%
1-month-4.27%-4.19%
3-month3.88%3.90%
1-year21.16%20.31%
3-year7.53%6.48%
5-year11.21%11.78%
10-year10.35%10.96%
Last bull market25.77%25.56%
Last bear market-16.30%-15.11%

Annual total return (%) history

Year
SEEKXCategory
2024
N/AN/A
2023
24.98%22.32%
2022
-19.47%-16.96%
2021
30.77%26.07%
2020
12.25%15.83%
2019
29.11%28.78%
2018
-7.18%-6.27%
2017
20.99%20.44%
2016
10.66%10.37%
2015
-2.24%-1.07%
2014
12.71%10.96%
2013
36.22%31.50%
2012
16.03%14.96%
2011
-0.19%-1.27%
2010
18.12%14.01%
2009
36.62%28.17%
2008
-39.48%-37.79%
2007
4.98%6.16%
2006
13.20%14.17%
2005
6.70%5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.09%N/AN/AN/A
20237.20%8.28%-3.69%11.80%
2022-5.48%-16.30%-5.27%7.44%
20215.92%9.25%1.34%11.51%
2020-24.93%21.76%7.43%14.31%
201913.51%3.97%1.49%7.80%
2018-0.54%2.74%6.37%-14.60%
20175.28%3.16%4.76%6.34%
20161.17%1.65%3.78%3.68%
20151.07%-0.74%-7.29%5.11%
20142.50%5.40%0.11%4.22%
201311.36%3.46%6.45%11.06%
201213.44%-4.60%5.95%1.19%
20116.34%0.49%-15.69%10.78%
20106.70%-11.74%12.46%11.53%
2009-11.07%20.69%19.95%6.12%
2008-9.35%-3.90%-8.42%-24.14%
20072.29%5.89%0.81%-3.86%
20066.60%-2.83%2.39%6.74%
2005-1.91%2.38%4.21%1.96%

Rank in category (by total return)

YTD57
1-month53
3-month59
1-year56
3-year35
5-year68

Load adjusted returns

1-year14.19%
3-year5.43%
5-year9.90%
10-year9.70%