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SCJIX vs. SEACX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SCJIX vs. SEACX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Crossmark Steward Covered Call Income Fund (SCJIX) and Crossmark Steward Select Bond Fund (SEACX). The values are adjusted to include any dividend payments, if applicable.

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SCJIX vs. SEACX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
SEACX
Crossmark Steward Select Bond Fund
-0.67%6.50%1.43%5.54%-11.55%-2.01%4.97%6.96%-0.12%0.21%

Returns By Period

In the year-to-date period, SCJIX achieves a -7.52% return, which is significantly lower than SEACX's -0.67% return.


SCJIX

1D
-0.13%
1M
-5.47%
YTD
-7.52%
6M
-3.64%
1Y
8.31%
3Y*
11.36%
5Y*
8.11%
10Y*

SEACX

1D
0.54%
1M
-2.10%
YTD
-0.67%
6M
0.19%
1Y
3.84%
3Y*
3.33%
5Y*
0.22%
10Y*
1.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SCJIX vs. SEACX - Expense Ratio Comparison

SCJIX has a 1.00% expense ratio, which is higher than SEACX's 0.72% expense ratio.


Return for Risk

SCJIX vs. SEACX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCJIX
SCJIX Risk / Return Rank: 2727
Overall Rank
SCJIX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
SCJIX Sortino Ratio Rank: 2626
Sortino Ratio Rank
SCJIX Omega Ratio Rank: 3434
Omega Ratio Rank
SCJIX Calmar Ratio Rank: 2222
Calmar Ratio Rank
SCJIX Martin Ratio Rank: 2727
Martin Ratio Rank

SEACX
SEACX Risk / Return Rank: 5555
Overall Rank
SEACX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
SEACX Sortino Ratio Rank: 5252
Sortino Ratio Rank
SEACX Omega Ratio Rank: 3737
Omega Ratio Rank
SEACX Calmar Ratio Rank: 7474
Calmar Ratio Rank
SEACX Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCJIX vs. SEACX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Covered Call Income Fund (SCJIX) and Crossmark Steward Select Bond Fund (SEACX). 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.


SCJIXSEACXDifference

Sharpe ratio

Return per unit of total volatility

0.61

1.00

-0.38

Sortino ratio

Return per unit of downside risk

0.97

1.44

-0.46

Omega ratio

Gain probability vs. loss probability

1.16

1.17

-0.01

Calmar ratio

Return relative to maximum drawdown

0.64

1.73

-1.09

Martin ratio

Return relative to average drawdown

2.92

5.83

-2.91

SCJIX vs. SEACX - Sharpe Ratio Comparison

The current SCJIX Sharpe Ratio is 0.61, which is lower than the SEACX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of SCJIX and SEACX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SCJIXSEACXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.61

1.00

-0.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.05

+0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.66

-0.10

Correlation

The correlation between SCJIX and SEACX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

SCJIX vs. SEACX - Dividend Comparison

SCJIX's dividend yield for the trailing twelve months is around 10.71%, more than SEACX's 3.36% yield.


TTM20252024202320222021202020192018201720162015
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%
SEACX
Crossmark Steward Select Bond Fund
3.36%2.72%2.78%2.06%1.67%1.41%1.86%2.26%2.22%1.98%2.18%2.30%

Drawdowns

SCJIX vs. SEACX - Drawdown Comparison

The maximum SCJIX drawdown since its inception was -29.38%, which is greater than SEACX's maximum drawdown of -16.96%. Use the drawdown chart below to compare losses from any high point for SCJIX and SEACX.


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Drawdown Indicators


SCJIXSEACXDifference

Max Drawdown

Largest peak-to-trough decline

-29.38%

-16.96%

-12.42%

Max Drawdown (1Y)

Largest decline over 1 year

-10.52%

-2.62%

-7.90%

Max Drawdown (5Y)

Largest decline over 5 years

-18.12%

-16.34%

-1.78%

Max Drawdown (10Y)

Largest decline over 10 years

-16.96%

Current Drawdown

Current decline from peak

-8.52%

-2.17%

-6.35%

Average Drawdown

Average peak-to-trough decline

-3.67%

-2.41%

-1.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.32%

0.78%

+1.54%

Volatility

SCJIX vs. SEACX - Volatility Comparison

Crossmark Steward Covered Call Income Fund (SCJIX) has a higher volatility of 3.67% compared to Crossmark Steward Select Bond Fund (SEACX) at 1.62%. This indicates that SCJIX's price experiences larger fluctuations and is considered to be riskier than SEACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCJIXSEACXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.67%

1.62%

+2.05%

Volatility (6M)

Calculated over the trailing 6-month period

6.54%

2.52%

+4.02%

Volatility (1Y)

Calculated over the trailing 1-year period

14.38%

4.11%

+10.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.47%

4.82%

+7.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.98%

3.88%

+11.10%