Crossmark Steward Large Cap Core Fund (SJCIX)
The fund's principal investment strategy is to invest in a portfolio of large-cap equity securities, subject to the limitations of the fund’s values-based screening policies. Under normal market conditions, it invests at least 80% of its assets in securities of large-cap companies.
Fund Info
Nov 14, 2021
$100,000
Large-Cap
Blend
Expense Ratio
SJCIX has an expense ratio of 0.75%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Crossmark Steward Large Cap Core Fund (SJCIX) returned -1.01% year-to-date (YTD) and 12.23% over the past 12 months.
SJCIX
-1.01%
6.35%
-4.71%
12.23%
13.03%
N/A
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of SJCIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.61% | -1.75% | -6.57% | -1.18% | 6.35% | -1.01% | |||||||
| 2024 | 1.67% | 3.98% | 4.13% | -6.27% | 4.46% | 3.50% | 2.52% | 1.66% | 2.18% | -0.97% | 7.89% | -3.73% | 22.19% |
| 2023 | 5.61% | -2.26% | 1.56% | 0.09% | 0.09% | 7.48% | 2.98% | -1.85% | -3.72% | -2.18% | 9.95% | 4.95% | 24.01% |
| 2022 | -4.91% | -3.54% | 1.51% | -8.22% | -0.37% | -8.10% | 8.41% | -3.22% | -8.69% | 9.31% | 6.48% | -6.03% | -18.02% |
| 2021 | -3.84% | 5.06% | 1.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SJCIX is 45, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Crossmark Steward Large Cap Core Fund (SJCIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Crossmark Steward Large Cap Core Fund provided a 2.30% dividend yield over the last twelve months, with an annual payout of $0.70 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Dividend | $0.70 | $0.70 | $0.19 | $0.20 | $0.03 |
Dividend yield | 2.30% | 2.27% | 0.74% | 0.96% | 0.11% |
Monthly Dividends
The table displays the monthly dividend distributions for Crossmark Steward Large Cap Core Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.70 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2021 | $0.03 | $0.03 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Crossmark Steward Large Cap Core 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 Large Cap Core Fund was 25.70%, occurring on Sep 30, 2022. Recovery took 303 trading sessions.
The current Crossmark Steward Large Cap Core Fund drawdown is 5.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.7% | Jan 5, 2022 | 186 | Sep 30, 2022 | 303 | Dec 14, 2023 | 489 |
| -21.14% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
| -8.87% | Jul 17, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -7.12% | Mar 22, 2024 | 20 | Apr 19, 2024 | 32 | Jun 5, 2024 | 52 |
| -4.88% | Nov 26, 2021 | 4 | Dec 1, 2021 | 17 | Dec 27, 2021 | 21 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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