SCAUX vs. SCJIX
Compare and contrast key facts about Invesco Income Advantage U.S. Fund (SCAUX) and Crossmark Steward Covered Call Income Fund (SCJIX).
SCAUX is managed by Invesco. It was launched on Mar 30, 2006. SCJIX is managed by Crossmark Steward Funds. It was launched on Dec 13, 2017.
Performance
SCAUX vs. SCJIX - Performance Comparison
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SCAUX vs. SCJIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCAUX Invesco Income Advantage U.S. Fund | -5.39% | 16.51% | 17.88% | 17.29% | -13.43% | 22.41% | -3.24% | 12.27% | -9.31% | 0.18% |
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, SCAUX achieves a -5.39% return, which is significantly higher than SCJIX's -7.52% return.
SCAUX
- 1D
- -0.26%
- 1M
- -6.36%
- YTD
- -5.39%
- 6M
- -2.72%
- 1Y
- 11.68%
- 3Y*
- 13.31%
- 5Y*
- 8.07%
- 10Y*
- 6.61%
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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SCAUX vs. SCJIX - Expense Ratio Comparison
SCAUX has a 1.05% expense ratio, which is higher than SCJIX's 1.00% expense ratio.
Return for Risk
SCAUX vs. SCJIX — Risk / Return Rank
SCAUX
SCJIX
SCAUX vs. SCJIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Income Advantage U.S. Fund (SCAUX) 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.
| SCAUX | SCJIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.61 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.24 | 0.97 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 0.64 | +0.29 |
Martin ratioReturn relative to average drawdown | 5.09 | 2.92 | +2.17 |
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
| SCAUX | SCJIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.61 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.65 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.56 | -0.28 |
Correlation
The correlation between SCAUX and SCJIX is 0.91, 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
SCAUX vs. SCJIX - Dividend Comparison
SCAUX's dividend yield for the trailing twelve months is around 6.54%, less than SCJIX's 10.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCAUX Invesco Income Advantage U.S. Fund | 6.54% | 5.81% | 6.34% | 6.59% | 6.66% | 12.79% | 1.57% | 1.39% | 3.17% | 2.25% | 2.69% | 3.33% |
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
SCAUX vs. SCJIX - Drawdown Comparison
The maximum SCAUX drawdown since its inception was -54.56%, which is greater than SCJIX's maximum drawdown of -29.38%. Use the drawdown chart below to compare losses from any high point for SCAUX and SCJIX.
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Drawdown Indicators
| SCAUX | SCJIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.56% | -29.38% | -25.18% |
Max Drawdown (1Y)Largest decline over 1 year | -10.84% | -10.52% | -0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -19.92% | -18.12% | -1.80% |
Max Drawdown (10Y)Largest decline over 10 years | -37.81% | — | — |
Current DrawdownCurrent decline from peak | -7.05% | -8.52% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -9.55% | -3.67% | -5.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 2.32% | -0.29% |
Volatility
SCAUX vs. SCJIX - Volatility Comparison
Invesco Income Advantage U.S. Fund (SCAUX) and Crossmark Steward Covered Call Income Fund (SCJIX) have volatilities of 3.60% and 3.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCAUX | SCJIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 3.67% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 7.42% | 6.54% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 14.38% | +0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.07% | 12.47% | +0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.34% | 14.98% | +0.36% |