- Issuer
- Crossmark Steward Funds
- Inception Date
- Nov 14, 2021
- Category
- Large Cap Growth Equities
- Min. Investment
- $100,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
SJGIX Performance Chart
Crossmark Steward Large Cap Growth Fund (SJGIX) is up 7.4% since the beginning of the year. SJGIX is currently trading at $34 per share.
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Returns By Period
Crossmark Steward Large Cap Growth Fund (SJGIX) has returned 7.44% so far this year and 17.51% over the past 12 months.
Crossmark Steward Large Cap Growth Fund
- 1D
- -0.76%
- 1M
- -0.97%
- YTD
- 7.44%
- 6M
- 5.79%
- 1Y
- 17.51%
- 3Y*
- 20.73%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
SJGIX Monthly Returns History
Based on dividend-adjusted daily data since Feb 24, 2022, SJGIX's average daily return is +0.07%, while the average monthly return is +1.31%. At this rate, an investment would double in approximately 4.4 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2026 with a return of +11.7%, while the worst month was Apr 2022 at -9.6%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SJGIX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +11.0%, while the worst single day was Apr 3, 2025 at -5.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.38% | -2.97% | -4.18% | 11.74% | 6.08% | -2.14% | 7.44% | ||||||
| 2025 | 2.13% | -4.07% | -7.66% | 1.25% | 8.65% | 4.89% | 2.01% | -0.15% | 2.97% | 1.38% | -1.45% | 0.77% | 10.22% |
| 2024 | 2.33% | 6.41% | 2.76% | -5.37% | 7.20% | 4.52% | 0.57% | 1.89% | 2.08% | -1.02% | 7.14% | -0.54% | 30.89% |
| 2023 | 7.20% | -1.74% | 3.95% | 0.78% | 3.05% | 8.12% | 3.12% | -1.60% | -4.83% | -1.08% | 11.13% | 3.93% | 35.65% |
| 2022 | 4.28% | 3.16% | -9.62% | -0.68% | -8.62% | 10.97% | -4.13% | -9.51% | 6.36% | 5.62% | -7.31% | -11.54% |
Benchmark Metrics
Crossmark Steward Large Cap Growth Fund has an annualized alpha of -0.42%, beta of 1.15, and R2 of 0.95 versus S&P 500 Index. Calculated based on daily prices since February 24, 2022.
- This fund captured 108.46% of S&P 500 Index gains and 103.88% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.15 and R2 of 0.95, 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
- -0.42%
- Beta
- 1.15
- R²
- 0.95
- Upside Capture
- 108.46%
- Downside Capture
- 103.88%
Expense Ratio
SJGIX has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SJGIX ranks 21 for risk / return — below 21% 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 Growth Fund (SJGIX) 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.
| SJGIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.32 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.46 | -0.94 |
| Martin ratioReturn relative to average drawdown | 5.55 | 10.92 | -5.37 |
Dividends
Dividend History
Crossmark Steward Large Cap Growth Fund provided a 8.04% dividend yield over the last twelve months, with an annual payout of $2.72 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $2.72 | $2.72 | $2.09 | $0.10 | $0.08 |
Dividend yield | 8.04% | 8.64% | 6.72% | 0.39% | 0.41% |
Monthly Dividends
The table displays the monthly dividend distributions for Crossmark Steward Large Cap Growth 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 | $2.72 | $2.72 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.09 | $2.09 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2022 | $0.08 | $0.08 |
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 Growth 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 Growth Fund was 24.53%, occurring on Oct 14, 2022. Recovery took 187 trading sessions.
The current Crossmark Steward Large Cap Growth Fund drawdown is 3.35%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -24.53%Oct 2022 | 6mo 18d | 9mo 6d | 1y 3moMar 2022 - Jul 2023 |
2025 selloff2025 | -22.33%Apr 2025 | 2mo 14d | 2mo 20d | 5mo 4dJan 2025 - Jun 2025 |
2026 correction2026 | -12.41%Mar 2026 | 5mo 2d | 16d | 5mo 18dOct 2025 - Apr 2026 |
2024 correction2024 | -10.10%Aug 2024 | 19d | 1mo 20d | 2mo 9dJul 2024 - Sep 2024 |
2023 pullback2023 | -9.84%Oct 2023 | 3mo 8d | 19d | 3mo 27dJul 2023 - Nov 2023 |
Drawdown Indicators
| SJGIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.53% | -56.78% | +32.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -9.10% | -3.31% |
Max Drawdown (3Y)Largest decline over 3 years | -22.33% | -18.90% | -3.43% |
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 | -3.35% | -3.21% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -10.71% | +4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 2.04% | +1.34% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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