See what your fund actually adds

Steward Covered Call Income Fund Class A SCJAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

SCJAX compared with its replication portfolio
MeasureSCJAXReplication
Annualized growth8.9%9.5%
Annualized volatility11.8%11.9%
Sharpe ratio0.780.82
Maximum drawdown17.4%21.4%
Replication fit (R²)0.94 · Tracking error 2.9%

Replication portfolio

The published portfolio below is the investable basket used to model SCJAX’s historical return behavior.

SCJAX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap47.2%
SPHYFI · High Yield34.1%
VOXSector · Communication6.9%
USMVFactor · Min Vol6.5%
MTUMFactor · Momentum5.3%