MENYX vs. SCJIX
Compare and contrast key facts about Madison Covered Call & Equity Income Fund (MENYX) and Crossmark Steward Covered Call Income Fund (SCJIX).
MENYX is managed by Madison Funds. It was launched on Oct 29, 2009. SCJIX is managed by Crossmark Steward Funds. It was launched on Dec 13, 2017.
Performance
MENYX vs. SCJIX - Performance Comparison
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MENYX vs. SCJIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MENYX Madison Covered Call & Equity Income Fund | 4.35% | 6.69% | 2.79% | 10.66% | 5.06% | 18.71% | 12.65% | 15.76% | -6.01% | -0.07% |
SCJIX Crossmark Steward Covered Call Income Fund | -7.52% | 13.28% | 16.96% | 19.43% | -12.28% | 21.59% | 6.97% | 20.76% | -3.65% | -0.40% |
Returns By Period
In the year-to-date period, MENYX achieves a 4.35% return, which is significantly higher than SCJIX's -7.52% return.
MENYX
- 1D
- 0.00%
- 1M
- -2.83%
- YTD
- 4.35%
- 6M
- 6.06%
- 1Y
- 13.50%
- 3Y*
- 6.26%
- 5Y*
- 7.32%
- 10Y*
- 8.24%
SCJIX
- 1D
- -0.13%
- 1M
- -5.47%
- YTD
- -7.52%
- 6M
- -3.64%
- 1Y
- 8.31%
- 3Y*
- 11.36%
- 5Y*
- 8.11%
- 10Y*
- —
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MENYX vs. SCJIX - Expense Ratio Comparison
MENYX has a 1.01% expense ratio, which is higher than SCJIX's 1.00% expense ratio.
Return for Risk
MENYX vs. SCJIX — Risk / Return Rank
MENYX
SCJIX
MENYX vs. SCJIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Covered Call & Equity Income Fund (MENYX) and Crossmark Steward Covered Call Income Fund (SCJIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MENYX | SCJIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.61 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.38 | 0.97 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.64 | +0.42 |
Martin ratioReturn relative to average drawdown | 5.08 | 2.92 | +2.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MENYX | SCJIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.61 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.65 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.56 | +0.05 |
Correlation
The correlation between MENYX and SCJIX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MENYX vs. SCJIX - Dividend Comparison
MENYX's dividend yield for the trailing twelve months is around 6.71%, less than SCJIX's 10.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MENYX Madison Covered Call & Equity Income Fund | 6.71% | 8.52% | 7.83% | 7.71% | 6.98% | 6.48% | 6.34% | 7.07% | 9.82% | 7.64% | 6.74% | 7.48% |
SCJIX Crossmark Steward Covered Call Income Fund | 10.71% | 9.18% | 12.61% | 8.45% | 9.53% | 25.39% | 15.45% | 7.00% | 10.68% | 0.00% | 0.00% | 0.00% |
Drawdowns
MENYX vs. SCJIX - Drawdown Comparison
The maximum MENYX drawdown since its inception was -28.38%, roughly equal to the maximum SCJIX drawdown of -29.38%. Use the drawdown chart below to compare losses from any high point for MENYX and SCJIX.
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Drawdown Indicators
| MENYX | SCJIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.38% | -29.38% | +1.00% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -10.52% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -16.14% | -18.12% | +1.98% |
Max Drawdown (10Y)Largest decline over 10 years | -28.38% | — | — |
Current DrawdownCurrent decline from peak | -2.83% | -8.52% | +5.69% |
Average DrawdownAverage peak-to-trough decline | -2.51% | -3.67% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.32% | +0.12% |
Volatility
MENYX vs. SCJIX - Volatility Comparison
The current volatility for Madison Covered Call & Equity Income Fund (MENYX) is 2.81%, while Crossmark Steward Covered Call Income Fund (SCJIX) has a volatility of 3.67%. This indicates that MENYX experiences smaller price fluctuations and is considered to be less risky than SCJIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MENYX | SCJIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 3.67% | -0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 6.54% | +0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.75% | 14.38% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.39% | 12.47% | -1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.43% | 14.98% | -1.55% |