Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX)

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The chart shows the growth of an initial investment of $10,000 in Crossmark Steward Values-Focused Large Cap Enhanced Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX) has returned -7.41% so far this year and 13.31% over the past 12 months. Over the last decade, SEECX has posted an annualized return of 12.20%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Jan 3, 2005, SEECX's average daily return is +0.05%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2009 with a return of +14.0%, while the worst month was Oct 2008 at -18.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SEECX closed higher 54% of trading days. The best single day was Dec 17, 2021 with a return of +33.1%, while the worst single day was Dec 20, 2021 at -26.8%.

Crossmark Steward Values-Focused Large Cap Enhanced Index Fund has an annualized alpha of 1.71%, beta of 1.04, and R² of 0.81 versus S&P 500 Index. Calculated based on daily prices since January 04, 2005.

• This fund captured 109.67% of S&P 500 Index gains and 102.08% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.04 and R² of 0.81, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

SEECX has an expense ratio of 0.58%, placing it in the medium range.

SEECX ranks 37 for risk / return — below 37% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX) and compare them to a chosen benchmark (S&P 500 Index).

Crossmark Steward Values-Focused Large Cap Enhanced Index Fund provided a 3.90% dividend yield over the last twelve months, with an annual payout of $1.39 per share.

The table displays the monthly dividend distributions for Crossmark Steward Values-Focused Large Cap Enhanced Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Crossmark Steward Values-Focused Large Cap Enhanced Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Crossmark Steward Values-Focused Large Cap Enhanced Index Fund was 58.09%, occurring on Mar 9, 2009. Recovery took 539 trading sessions.

The current Crossmark Steward Values-Focused Large Cap Enhanced Index Fund drawdown is 9.11%.

The chart below shows the rolling one-month volatility.