New Zealand markets closed

Steward Global Equity Income Fund A (SGIDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
33.00+0.08 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.94%
5-year average return8.73%
Number of years up12
Number of years down3
Best 1-yr total return (26 Jun 2024)25.62%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return25.62%
Worst 3-yr total return4.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSGIDXCategory
YTD6.97%14.38%
1-month4.63%-1.21%
3-month4.68%5.03%
1-year23.53%39.50%
3-year4.20%9.11%
5-year10.27%10.10%
10-year8.61%7.90%
Last bull market23.56%15.53%
Last bear market-10.65%-17.52%

Annual total return (%) history

Year
SGIDXCategory
2024
N/AN/A
2023
15.24%N/A
2022
-11.36%N/A
2021
19.28%N/A
2020
8.09%2.50%
2019
24.37%20.73%
2018
-7.92%-10.41%
2017
21.94%18.90%
2016
13.67%9.24%
2015
-1.63%-3.06%
2014
8.59%3.61%
2013
20.28%25.36%
2012
9.17%14.28%
2011
4.99%-3.44%
2010
11.51%11.90%
2009
25.62%29.76%
2008
N/A-36.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.19%N/AN/AN/A
20232.54%3.23%-3.27%12.55%
2022-1.74%-10.65%-9.02%10.97%
20219.63%3.87%-1.79%6.66%
2020-23.98%14.25%7.63%15.64%
201910.67%2.94%3.76%5.22%
2018-0.59%1.67%3.57%-12.03%
20175.23%4.59%4.15%6.39%
20165.06%1.94%4.14%1.93%
2015-0.46%-2.07%-4.82%6.02%
20141.79%4.96%-2.60%4.35%
20138.44%-1.15%4.45%7.42%
20127.86%-4.78%3.32%2.87%
20114.90%2.79%-12.27%10.99%
20102.84%-8.97%13.17%5.26%
2009-14.56%16.91%17.59%6.94%
2008-3.71%-20.67%N/AN/A

Rank in category (by total return)

YTD54
1-month16
3-month51
1-year32
3-year67
5-year40

Load adjusted returns

1-year16.42%
3-year2.16%
5-year8.98%
10-year7.97%