Steward Small-Mid Cap Enhanced Index Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 0 | 0 | -3.58 | 1.4 | 4.69 | 2.7 | 6.54 | -2.48 | 0 |
| 1997 | 5.6 | 1.24 | -3.27 | 5.14 | 5.42 | 4.06 | 6.89 | -5.65 | 4.72 | -3.06 | 3.58 | 2.21 | 29.3 |
| 1998 | 0.5 | 5.74 | 3.87 | 0.52 | -1.75 | 3.04 | -0.83 | -14.69 | 6.37 | 8.27 | 6.19 | 6.16 | 23.4 |
| 1999 | 4.42 | -2.82 | 3.09 | 3.76 | -2.49 | 6.5 | -2.72 | -0.17 | -2.53 | 6.28 | 1.41 | 6.99 | 23 |
| 2000 | -4.94 | -2.43 | 9.9 | -3.16 | -2.5 | 2.23 | -1.04 | 6.84 | -5.88 | -0.71 | -8.06 | 1.74 | -9.1 |
| 2001 | 2.1 | -9.14 | -6.09 | 8.75 | -0.21 | -3.2 | -1.8 | -6 | -8.4 | 2.63 | 7.7 | 1.48 | -13.2 |
| 2002 | -1.67 | -0.85 | 3.65 | -6.6 | -1.61 | -6.2 | -6.61 | -0.47 | -11.42 | 7.82 | 4.22 | -5.86 | -24.1 |
| 2003 | -3.6 | -0.93 | 1.78 | 5.04 | 4.02 | 1.13 | 2.14 | 1.37 | -0.54 | 5.61 | 0.17 | 4.58 | 22.4 |
| 2004 | 1.31 | 1.13 | -1.76 | -1.54 | 1.98 | 1.3 | -3.84 | 0.67 | 0.33 | 1.23 | 3.01 | 2.71 | 6.5 |
| 2005 | -2.23 | 1.97 | -2.32 | -2.29 | 4.13 | -0.62 | 4.14 | -0.23 | 0.9 | -3.13 | 4.23 | -0.9 | 3.3 |
| 2006 | 8.3 | -1.1 | 4.83 | 0.08 | -4.6 | -0.08 | -3.32 | 1.72 | 1.13 | 4.77 | 2.73 | -0.01 | 14.6 |
| 2007 | 1.78 | -0.53 | 1.6 | 2.1 | 4.34 | -1.76 | -5.17 | 1.74 | 1.04 | 1.03 | -7.07 | -0.49 | -2 |
| 2008 | -4.89 | -3.37 | 0.29 | 4.05 | 4.27 | -8.05 | 0.58 | 2.89 | -7.89 | -21.97 | -10.95 | 4.64 | -36.3 |
| 2009 | -10.79 | -12.26 | 10.77 | 22.46 | 3.53 | 1.55 | 11.13 | 4.66 | 6.39 | -7.11 | 3.27 | 7.2 | 42 |
| 2010 | -3.05 | 5.25 | 7.7 | 5 | -7.52 | -7.51 | 6.73 | -6.21 | 11.81 | 4.26 | 4.08 | 6.27 | 27.4 |
| 2011 | 0.8 | 4.7 | 2.59 | 2.52 | -0.94 | -2.04 | -3.36 | -7.8 | -10.21 | 14.1 | 0 | 0.08 | -1.6 |
| 2012 | 7.05 | 3.25 | 2.16 | -1.05 | -6.84 | 3.06 | -0.79 | 4.08 | 2.37 | -1.65 | 2.06 | 2.3 | 16.4 |
| 2013 | 6.37 | 0.89 | 4.25 | -0.35 | 4.16 | -1.37 | 6.46 | -3.16 | 5.76 | 3.6 | 3.59 | 2.36 | 37.2 |
| 2014 | -3.4 | 4.61 | 0.44 | -2.2 | 1 | 4.36 | -5.09 | 4.87 | -5.16 | 4.71 | 0.42 | 3.64 | 7.6 |
| 2015 | -2.63 | 6.17 | 1.53 | -1.35 | 1.44 | -0.38 | -1.23 | -5.04 | -4.07 | 5.97 | 1.56 | -5.25 | -4 |
| 2016 | -6.81 | 1.78 | 8.97 | 1.77 | 0.6 | 0.29 | 5.24 | 0.64 | 0.29 | -3.81 | 10.85 | 2.38 | 23.1 |
| 2017 | 0.6 | 1.79 | -0.36 | 0.91 | -1.68 | 2.56 | 0.77 | -1.91 | 5.51 | 1.67 | 3.64 | -0.14 | 13.9 |
| 2018 | 2.53 | -4.43 | 1.2 | 0 | 5.29 | 0.94 | 1.86 | 3.65 | -1.9 | -10.04 | 1.74 | -12.66 | -12.8 |
| 2019 | 11.4 | 3.76 | -2.25 | 3.41 | -9.61 | 7.46 | 0.66 | -5.21 | 3.79 | 1.42 | 4.12 | -1.2 | 17.3 |
| 2020 | 4.32 | 4.51 | 2.92 | 6.2 | 15.32 | -23.51 | -10.15 | -4.93 | -7.36 | 2.48 | 15.94 | 6.84 | 5.7 |
| 2021 | -8.65 | 21.7 | 3.4 | 3.12 | 0.69 | 0.22 | -0.4 | 1.99 | -3.34 | 5.42 | -2.52 | -8.52 | 10.4 |
| 2022 | -7.23 | 1.06 | 1.11 | -7.31 | 0.77 | -9.28 | 10.38 | -3.6 | -9.33 | 10.84 | 5.5 | -26.93 | -33.8 |
| 2023 | 9.35 | -1.69 | -3.88 | -1.7 | -2.64 | 8.71 | 4.65 | -3.37 | -5.45 | -5.41 | 8.38 | 5.36 | 11 |
| 2024 | -2.5 | 9.5 |