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Steward Values Enhanced SmMidCapIndex R6 (SSMOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
11.46+0.21 (+1.87%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.77%
5-Year Average Return8.79%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jan 23, 2024)26.68%
Worst 1 Yr Total Return (Jan 23, 2024)N/A
Best 3-Yr Total Return26.68%
Worst 3-Yr Total Return5.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSSMOXCategory
YTD16.02%20.19%
1-Month9.93%0.02%
3-Month12.67%4.36%
1-Year16.02%60.18%
3-Year7.93%11.32%
5-Year11.07%13.88%
10-Year7.51%11.19%
Last Bull Market50.88%27.98%
Last Bear Market-15.17%-24.08%

Annual Total Return (%) History

Year
SSMOXCategory
2023
16.02%N/A
2022
-14.46%N/A
2021
26.68%N/A
2020
9.97%10.99%
2019
22.29%23.75%
2018
-13.91%-12.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.38%4.07%-4.29%12.67%
2022-5.17%-15.17%-3.46%10.15%
202114.98%4.12%-1.70%7.63%
2020-34.58%26.04%4.87%27.18%
201913.49%0.65%-0.67%7.78%
2018-1.09%5.82%2.80%-20.00%

Rank In Category (By Total Return)

YTD59
1-Month69
3-Month59
1-Year59
3-Year32
5-Year52

Load Adjusted Returns

1-Year16.02%
3-Year7.93%
5-Year11.07%
10-Year7.51%