SCJIX vs. CLPAX
Compare and contrast key facts about Crossmark Steward Covered Call Income Fund (SCJIX) and Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX).
SCJIX is managed by Crossmark Steward Funds. It was launched on Dec 13, 2017. CLPAX is managed by Catalyst Mutual Funds. It was launched on Dec 30, 2013.
Performance
SCJIX vs. CLPAX - Performance Comparison
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SCJIX vs. CLPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CLPAX Catalyst Nasdaq-100 Hedged Equity Fund | -7.05% | 12.32% | 11.42% | 35.92% | -30.54% | 13.11% | 5.25% | 19.41% | -3.65% | -0.00% |
Returns By Period
In the year-to-date period, SCJIX achieves a -7.52% return, which is significantly lower than CLPAX's -7.05% return.
SCJIX
- 1D
- -0.13%
- 1M
- -5.47%
- YTD
- -7.52%
- 6M
- -3.64%
- 1Y
- 8.31%
- 3Y*
- 11.36%
- 5Y*
- 8.11%
- 10Y*
- —
CLPAX
- 1D
- -0.56%
- 1M
- -5.79%
- YTD
- -7.05%
- 6M
- -6.80%
- 1Y
- 14.47%
- 3Y*
- 11.10%
- 5Y*
- 4.94%
- 10Y*
- 5.33%
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SCJIX vs. CLPAX - Expense Ratio Comparison
SCJIX has a 1.00% expense ratio, which is lower than CLPAX's 1.74% expense ratio.
Return for Risk
SCJIX vs. CLPAX — Risk / Return Rank
SCJIX
CLPAX
SCJIX vs. CLPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Covered Call Income Fund (SCJIX) and Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX). 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.
| SCJIX | CLPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.87 | -0.25 |
Sortino ratioReturn per unit of downside risk | 0.97 | 1.36 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 0.96 | -0.32 |
Martin ratioReturn relative to average drawdown | 2.92 | 2.91 | 0.00 |
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
| SCJIX | CLPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.87 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.32 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.34 | +0.22 |
Correlation
The correlation between SCJIX and CLPAX is 0.81, 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
SCJIX vs. CLPAX - Dividend Comparison
SCJIX's dividend yield for the trailing twelve months is around 10.71%, more than CLPAX's 9.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CLPAX Catalyst Nasdaq-100 Hedged Equity Fund | 9.79% | 9.10% | 0.00% | 0.00% | 2.68% | 0.32% | 0.49% | 5.41% | 0.30% | 0.02% | 0.00% | 17.26% |
Drawdowns
SCJIX vs. CLPAX - Drawdown Comparison
The maximum SCJIX drawdown since its inception was -29.38%, smaller than the maximum CLPAX drawdown of -32.47%. Use the drawdown chart below to compare losses from any high point for SCJIX and CLPAX.
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Drawdown Indicators
| SCJIX | CLPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.38% | -32.47% | +3.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -12.87% | +2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -18.12% | -32.47% | +14.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.47% | — |
Current DrawdownCurrent decline from peak | -8.52% | -12.87% | +4.35% |
Average DrawdownAverage peak-to-trough decline | -3.67% | -8.16% | +4.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 4.26% | -1.94% |
Volatility
SCJIX vs. CLPAX - Volatility Comparison
Crossmark Steward Covered Call Income Fund (SCJIX) has a higher volatility of 3.67% compared to Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) at 3.18%. This indicates that SCJIX's price experiences larger fluctuations and is considered to be riskier than CLPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCJIX | CLPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 3.18% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 6.54% | 9.87% | -3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 16.59% | -2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.47% | 15.63% | -3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.98% | 14.38% | +0.60% |