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Crossmark Steward Global Eq Inc C (SGIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.960.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.32%
5-year average return7.63%
Number of years up4
Number of years down2
Best 1-yr total return (20 Jun 2024)23.29%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return23.29%
Worst 3-yr total return3.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSGIFXCategory
YTD6.61%14.38%
1-month4.53%-1.21%
3-month4.47%5.03%
1-year22.26%39.50%
3-year2.98%9.11%
5-year9.15%10.10%
10-year7.74%7.90%
Last bull market23.16%15.53%
Last bear market-10.90%-17.52%

Annual total return (%) history

Year
SGIFXCategory
2024
N/AN/A
2023
14.08%N/A
2022
-12.90%N/A
2021
18.30%N/A
2020
7.47%2.50%
2019
23.29%20.73%
2018
-8.13%-10.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.97%N/AN/AN/A
20232.33%3.03%-3.68%12.33%
2022-1.87%-10.90%-10.07%10.78%
20219.40%3.63%-1.99%6.47%
2020-24.07%14.05%7.48%15.47%
201910.58%2.69%3.60%4.80%
2018-0.81%2.01%3.39%-12.18%

Rank in category (by total return)

YTD60
1-month18
3-month55
1-year41
3-year76
5-year56

Load adjusted returns

1-year21.26%
3-year2.98%
5-year9.15%
10-year7.74%