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Crossmark Steward Lrg Cap Enh Idx K (SEEHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.70+0.04 (+0.14%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.75%
5-year average return13.34%
Number of years up4
Number of years down2
Best 1-yr total return (26 Jun 2024)30.42%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return30.42%
Worst 3-yr total return5.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSEEHXCategory
YTD10.56%5.31%
1-month4.79%-4.19%
3-month3.53%3.90%
1-year27.16%20.31%
3-year9.20%6.48%
5-year13.92%11.78%
10-year10.58%10.96%
Last bull market25.99%25.56%
Last bear market-16.25%-15.11%

Annual total return (%) history

Year
SEEHXCategory
2024
N/AN/A
2023
25.38%22.32%
2022
-19.18%-16.96%
2021
30.42%26.07%
2020
11.72%15.83%
2019
29.47%28.78%
2018
-8.66%-6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.19%N/AN/AN/A
20237.38%8.25%-3.62%11.91%
2022-5.41%-16.25%-5.18%7.60%
20215.99%9.30%1.45%10.97%
2020-25.54%21.89%7.53%14.48%
201913.61%3.98%1.67%7.80%
2018-0.89%2.36%5.62%-14.76%

Rank in category (by total return)

YTD48
1-month38
3-month47
1-year54
3-year28
5-year65

Load adjusted returns

1-year27.16%
3-year9.20%
5-year13.92%
10-year10.58%