Steward Large Cap Enhanced Index Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2004 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5.28 | 3.2 | 0 |
2005 | -2.49 | 2.56 | -1.97 | -3.27 | 4.44 | 1.24 | 4.68 | -1.14 | 0.57 | -2.03 | 4.22 | -1.36 | 5.1 |
2006 | 4.5 | -0.2 | 2.27 | 0.9 | -3.73 | 0.11 | -1.2 | 1.87 | 1.77 | 3.82 | 2.26 | 0.61 | 13.5 |
2007 | 2.01 | -0.94 | 1.27 | 3.72 | 3.99 | -1.77 | -3.64 | 1.27 | 3.38 | 1.82 | -4.98 | -0.51 | 5.3 |
2008 | -5.91 | -3.09 | -0.52 | 4.41 | 1.25 | -9.01 | -0.93 | 1.93 | -9.24 | -18.52 | -8.64 | 1.81 | -39.4 |
2009 | -8.2 | -11.53 | 9.57 | 13.97 | 6.43 | -0.38 | 8.4 | 5.62 | 4.85 | -2.59 | 5.82 | 3.03 | 37.1 |
2010 | -3.62 | 3.9 | 6.67 | 2.14 | -7.88 | -5.95 | 7.1 | -4.51 | 10.02 | 3.83 | 1.08 | 6.36 | 18.7 |
2011 | 1.59 | 4.19 | 0.54 | 3.17 | -0.85 | -1.63 | -2.69 | -5.97 | -7.81 | 11.61 | -0.81 | 0.16 | 0.2 |
2012 | 5.43 | 4.71 | 2.86 | -1.35 | -6.79 | 3.82 | 0.18 | 3.33 | 2.43 | -1.37 | 1.04 | 1.62 | 16.4 |
2013 | 5.84 | 1.04 | 4.22 | 1.71 | 3.24 | -1.39 | 5.54 | -2.68 | 3.73 | 4.76 | 3.55 | 2.53 | 36.8 |
2014 | -3.08 | 5.08 | 0.72 | 0.35 | 2.57 | 2.48 | -1.77 | 4.17 | -2.08 | 2.46 | 2.18 | 6.84 | 21.3 |
2015 | -3.3 | 5.9 | -1.23 | 0.49 | 1.11 | -2.26 | 1.37 | -5.6 | -3.02 | 7.81 | 0.11 | -2.59 | -2 |
2016 | -5.98 | 0.37 | 7.27 | 0.66 | 1.4 | -0.34 | 4.11 | -0.15 | -0.09 | -2.03 | 4.36 | 1.52 | 11 |
2017 | 1.84 | 3.79 | -0.34 | 1.07 | 1.2 | 0.94 | 2.35 | -0.1 | 2.5 | 2.35 | 3.3 | 0.68 | 21.3 |
2018 | 5.58 | -3.62 | -2.17 | 0.44 | 2.25 | 0.09 | 3.22 | 2.94 | 0.17 | -7.2 | 1.86 | -9.64 | -7 |
2019 | 8.67 | 3.39 | 0.63 | 4.13 | -6.9 | 7.17 | 1.44 | -2.29 | 2.2 | 1.4 | 4.14 | 0.72 | 26.5 |
2020 | 6.29 | 4.96 | 2.13 | 4.72 | 13.55 | -17.17 | -8.87 | -1.34 | -11.45 | -1.78 | 11.95 | 4.07 | 2.5 |
2021 | -25.31 | 3.32 | 37.28 | 5.27 | 0.53 | 3.24 | 2.7 | 3.53 | -4.61 | 7.45 | -0.5 | -21.84 | -2.2 |
2022 | -5.57 | -3.1 | 3.33 | -8.68 | 0.07 | -8.38 | 9.28 | -4.02 | -9.63 | 8.08 | 5.72 | -37.57 | -46.5 |
2023 | 6.54 | -2.68 | 3.52 | 1.38 | 0.18 | 6.59 | 3.04 | -1.64 | -4.91 | -2.11 | 9.19 | 0.84 | 20.7 |
2024 | -0.86 | 20 |