NIE vs. SCJIX
Compare and contrast key facts about Virtus Equity & Convertible Income Fund (NIE) and Crossmark Steward Covered Call Income Fund (SCJIX).
NIE is an actively managed fund by Virtus. It was launched on Feb 27, 2007. SCJIX is managed by Crossmark Steward Funds. It was launched on Dec 13, 2017.
Performance
NIE vs. SCJIX - Performance Comparison
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NIE vs. SCJIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NIE Virtus Equity & Convertible Income Fund | -3.44% | 12.15% | 28.64% | 26.71% | -26.73% | 18.89% | 33.78% | 31.09% | -5.69% | -0.47% |
SCJIX Crossmark Steward Covered Call Income Fund | -4.56% | 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, NIE achieves a -3.44% return, which is significantly higher than SCJIX's -4.56% return.
NIE
- 1D
- -0.25%
- 1M
- -4.58%
- YTD
- -3.44%
- 6M
- -0.92%
- 1Y
- 17.10%
- 3Y*
- 16.69%
- 5Y*
- 8.73%
- 10Y*
- 13.23%
SCJIX
- 1D
- 0.52%
- 1M
- -2.07%
- YTD
- -4.56%
- 6M
- -0.55%
- 1Y
- 10.77%
- 3Y*
- 12.54%
- 5Y*
- 8.62%
- 10Y*
- —
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NIE vs. SCJIX - Expense Ratio Comparison
NIE has a 1.12% expense ratio, which is higher than SCJIX's 1.00% expense ratio.
Return for Risk
NIE vs. SCJIX — Risk / Return Rank
NIE
SCJIX
NIE vs. SCJIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Equity & Convertible Income Fund (NIE) 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.
| NIE | SCJIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.78 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.22 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.12 | +0.30 |
Martin ratioReturn relative to average drawdown | 6.38 | 4.96 | +1.42 |
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
| NIE | SCJIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.78 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.69 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.58 | -0.17 |
Correlation
The correlation between NIE and SCJIX is 0.79, 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
NIE vs. SCJIX - Dividend Comparison
NIE's dividend yield for the trailing twelve months is around 10.72%, more than SCJIX's 10.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NIE Virtus Equity & Convertible Income Fund | 10.72% | 10.14% | 8.11% | 9.56% | 21.81% | 10.86% | 5.37% | 6.71% | 8.20% | 7.19% | 8.25% | 8.46% |
SCJIX Crossmark Steward Covered Call Income Fund | 10.38% | 9.18% | 12.61% | 8.45% | 9.53% | 25.39% | 15.45% | 7.00% | 10.68% | 0.00% | 0.00% | 0.00% |
Drawdowns
NIE vs. SCJIX - Drawdown Comparison
The maximum NIE drawdown since its inception was -57.90%, which is greater than SCJIX's maximum drawdown of -29.38%. Use the drawdown chart below to compare losses from any high point for NIE and SCJIX.
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Drawdown Indicators
| NIE | SCJIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.90% | -29.38% | -28.52% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | -8.52% | -0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -31.04% | -18.12% | -12.92% |
Max Drawdown (10Y)Largest decline over 10 years | -38.99% | — | — |
Current DrawdownCurrent decline from peak | -6.33% | -5.59% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -8.07% | -3.68% | -4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.38% | +0.40% |
Volatility
NIE vs. SCJIX - Volatility Comparison
Virtus Equity & Convertible Income Fund (NIE) has a higher volatility of 5.20% compared to Crossmark Steward Covered Call Income Fund (SCJIX) at 4.72%. This indicates that NIE's price experiences larger fluctuations and is considered to be riskier 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
| NIE | SCJIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 4.72% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 8.56% | 7.08% | +1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.66% | 14.59% | +3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.53% | 12.52% | +5.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.71% | 15.01% | +4.70% |