- Issuer
- Crossmark Steward Funds
- Inception Date
- Nov 14, 2021
- Category
- Large Cap Blend Equities
- Min. Investment
- $100,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
SJCIX Performance Chart
Crossmark Steward Large Cap Core Fund (SJCIX) is up 9.4% since the beginning of the year. SJCIX is currently trading at $35 per share.
Loading charts...
Returns By Period
Crossmark Steward Large Cap Core Fund (SJCIX) has returned 9.44% so far this year and 22.61% over the past 12 months.
Crossmark Steward Large Cap Core Fund
- 1D
- 0.55%
- 1M
- 0.63%
- YTD
- 9.44%
- 6M
- 8.52%
- 1Y
- 22.61%
- 3Y*
- 18.51%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SJCIX Monthly Returns History
Based on dividend-adjusted daily data since Feb 24, 2022, SJCIX's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2026 with a return of +10.8%, while the worst month was Sep 2022 at -8.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SJCIX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +10.0%, while the worst single day was Apr 3, 2025 at -6.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.13% | -0.81% | -4.53% | 10.84% | 3.28% | -0.17% | 9.44% | ||||||
| 2025 | 2.61% | -1.75% | -6.57% | -1.18% | 6.35% | 4.22% | 0.63% | 2.39% | 2.06% | 0.42% | 0.30% | 1.52% | 10.93% |
| 2024 | 1.67% | 3.98% | 4.13% | -6.27% | 5.88% | 2.11% | 2.52% | 1.66% | 2.18% | -0.97% | 7.89% | -2.91% | 23.23% |
| 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 | 2.94% | 1.51% | -8.22% | -0.37% | -8.10% | 8.41% | -3.22% | -8.69% | 9.31% | 6.48% | -6.03% | -7.99% |
Benchmark Metrics
Crossmark Steward Large Cap Core Fund has an annualized alpha of -0.87%, beta of 1.00, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since February 24, 2022.
- This fund participated in 96.80% of S&P 500 Index downside but only 93.52% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 1.00 and R2 of 0.94, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.87%
- Beta
- 1.00
- R²
- 0.94
- Upside Capture
- 93.52%
- Downside Capture
- 96.80%
Expense Ratio
SJCIX has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SJCIX ranks 38 for risk / return — below 38% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Crossmark Steward Large Cap Core Fund (SJCIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SJCIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.37 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | 2.78 | -0.52 |
| Martin ratioReturn relative to average drawdown | 9.16 | 12.44 | -3.27 |
Dividends
Dividend History
Crossmark Steward Large Cap Core Fund provided a 5.93% dividend yield over the last twelve months, with an annual payout of $2.07 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $2.07 | $2.07 | $0.44 | $0.19 | $0.20 |
Dividend yield | 5.93% | 6.49% | 1.42% | 0.74% | 0.96% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.07 | $2.07 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 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 | $0.20 | $0.20 |
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.
Loading charts...
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 22.12%, occurring on Sep 30, 2022. Recovery took 289 trading sessions.
The current Crossmark Steward Large Cap Core Fund drawdown is 1.27%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -22.12%Sep 2022 | 6mo 4d | 1y 1mo | 1y 7moMar 2022 - Nov 2023 |
2025 selloff2025 | -20.47%Apr 2025 | 4mo 4d | 2mo 26d | 7moDec 2024 - Jul 2025 |
2026 pullback2026 | -9.86%Mar 2026 | 1mo 18d | 16d | 2mo 4dFeb 2026 - Apr 2026 |
2024 pullback2024 | -8.87%Aug 2024 | 19d | 25d | 1mo 14dJul 2024 - Aug 2024 |
2024 pullback2024 | -7.12%Apr 2024 | 28d | 1mo 17d | 2mo 15dMar 2024 - Jun 2024 |
Drawdown Indicators
| SJCIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.12% | -56.78% | +34.66% |
Max Drawdown (1Y)Largest decline over 1 year | -9.86% | -9.10% | -0.76% |
Max Drawdown (3Y)Largest decline over 3 years | -20.47% | -18.90% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.27% | -1.80% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -10.71% | +5.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.03% | +0.40% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with SJCIX
Add Crossmark Steward Large Cap Core Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with SJCIX