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Crossmark Steward Global Eq Inc K (SGIGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.73-0.07 (-0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.83%
5-year average return8.55%
Number of years up4
Number of years down2
Best 1-yr total return (3 Jul 2024)24.72%
Worst 1-yr total return (3 Jul 2024)N/A
Best 3-yr total return24.72%
Worst 3-yr total return4.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSGIGXCategory
YTD5.35%14.38%
1-month-1.64%-1.21%
3-month-1.76%5.03%
1-year15.11%39.50%
3-year3.96%9.11%
5-year8.72%10.10%
10-year8.37%7.90%
Last bull market23.74%15.53%
Last bear market-10.57%-17.52%

Annual total return (%) history

Year
SGIGXCategory
2024
N/AN/A
2023
15.84%N/A
2022
-12.32%N/A
2021
19.79%N/A
2020
8.55%2.50%
2019
24.72%20.73%
2018
-8.14%-10.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.25%-1.76%N/AN/A
20232.63%3.30%-3.02%12.67%
2022-1.68%-10.57%-10.20%11.04%
20219.73%3.96%-1.69%6.81%
2020-23.92%14.41%7.76%15.73%
201910.77%3.15%3.69%5.28%
2018-0.79%1.56%3.58%-11.98%

Rank in category (by total return)

YTD60
1-month64
3-month75
1-year38
3-year71
5-year38

Load adjusted returns

1-year15.11%
3-year3.96%
5-year8.72%
10-year8.37%