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Crossmark Steward Lrg Cap Enh Idx Instl (SEECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.16-0.01 (-0.03%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.60%
5-year average return13.70%
Number of years up15
Number of years down4
Best 1-yr total return (13 Jun 2024)37.06%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return37.06%
Worst 3-yr total return6.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSEECXCategory
YTD10.51%5.31%
1-month4.76%-4.19%
3-month3.49%3.90%
1-year26.99%20.31%
3-year9.31%6.48%
5-year14.19%11.78%
10-year10.91%10.96%
Last bull market25.91%25.56%
Last bear market-16.27%-15.11%

Annual total return (%) history

Year
SEECXCategory
2024
N/AN/A
2023
25.29%22.32%
2022
-19.28%-16.96%
2021
31.02%26.07%
2020
12.74%15.83%
2019
29.48%28.78%
2018
-6.91%-6.27%
2017
21.34%20.44%
2016
11.02%10.37%
2015
-1.91%-1.07%
2014
13.12%10.96%
2013
36.68%31.50%
2012
16.43%14.96%
2011
0.17%-1.27%
2010
18.56%14.01%
2009
37.06%28.17%
2008
-39.27%-37.79%
2007
5.21%6.16%
2006
13.50%14.17%
2005
6.94%5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.18%N/AN/AN/A
20237.35%8.26%-3.63%11.87%
2022-5.44%-16.27%-5.21%7.56%
20215.95%9.25%1.42%11.61%
2020-24.87%21.90%7.56%14.44%
201913.59%4.05%1.53%7.89%
2018-0.46%2.79%6.44%-14.52%
20175.35%3.25%4.80%6.45%
20161.22%1.73%3.87%3.80%
20151.14%-0.68%-7.19%5.21%
20142.57%5.48%0.20%4.35%
201311.46%3.54%6.54%11.17%
201213.56%-4.53%6.03%1.29%
20116.42%0.62%-15.63%10.88%
20106.81%-11.63%12.52%11.63%
2009-11.05%20.86%20.05%6.20%
2008-9.30%-3.80%-8.34%-24.07%
20072.33%5.94%0.88%-3.81%
20066.66%-2.75%2.43%6.84%
2005-1.88%2.45%4.28%2.02%

Rank in category (by total return)

YTD50
1-month40
3-month49
1-year54
3-year26
5-year61

Load adjusted returns

1-year26.99%
3-year9.31%
5-year14.19%
10-year10.91%