SCJIX vs. SEECX

Last updated Jun 23, 2026

SCJIX (Crossmark Steward Covered Call Income Fund) and SEECX (Crossmark Steward Values-Focused Large Cap Enhanced Index Fund) are both mutual funds - SCJIX is a Derivative Income fund managed by Crossmark Steward Funds, while SEECX is a Large Cap Blend Equities fund managed by Crossmark Steward Funds. Over the past 5 years, SCJIX returned 9.58%/yr vs 13.29%/yr for SEECX. With a 0.96 correlation, they move nearly in lockstep. SCJIX charges 1.00%/yr vs 0.58%/yr for SEECX.

Performance

SCJIX vs. SEECX - 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 Values-Focused Large Cap Enhanced Index Fund (SEECX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SCJIX achieves a 3.34% return, which is significantly lower than SEECX's 9.92% return.

SCJIX

• 1D: 0.61%
• 1M: 0.13%
• YTD: 3.34%
• 6M: 3.22%
• 1Y: 15.87%
• 3Y*: 13.63%
• 5Y*: 9.58%
• 10Y*: —

SEECX

• 1D: 1.12%
• 1M: 0.62%
• YTD: 9.92%
• 6M: 9.41%
• 1Y: 25.26%
• 3Y*: 19.97%
• 5Y*: 13.29%
• 10Y*: 14.06%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SCJIX vs. SEECX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SCJIX Crossmark Steward Covered Call Income Fund	3.34%	13.28%	16.96%	19.43%	-12.28%	21.59%	6.97%	20.76%	-3.65%	-0.40%
SEECX Crossmark Steward Values-Focused Large Cap Enhanced Index Fund	9.92%	16.88%	23.50%	25.34%	-19.71%	30.59%	12.83%	29.49%	-6.99%	-0.19%

Correlation

The correlation between SCJIX and SEECX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.92
Correlation (3Y) Calculated over the trailing 3-year period	0.95
Correlation (5Y) Calculated over the trailing 5-year period	0.96
Correlation (All Time) Calculated using the full available price history since Dec 21, 2017	0.96

The correlation between SCJIX and SEECX has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.

Return for Risk

SCJIX vs. SEECX — Risk / Return Rank

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

SCJIX

SCJIX Risk / Return Rank: 41
SCJIX Sharpe Ratio Rank: 45
SCJIX Sortino Ratio Rank: 44
SCJIX Omega Ratio Rank: 51
SCJIX Calmar Ratio Rank: 28
SCJIX Martin Ratio Rank: 39

SEECX

SEECX Risk / Return Rank: 56
SEECX Sharpe Ratio Rank: 55
SEECX Sortino Ratio Rank: 50
SEECX Omega Ratio Rank: 52
SEECX Calmar Ratio Rank: 56
SEECX Martin Ratio Rank: 66

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. SEECX - 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 Values-Focused Large Cap Enhanced Index Fund (SEECX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SCJIX	SEECX	Difference
Sharpe ratio: Return per unit of total volatility	1.82	2.01	-0.19
Sortino ratio: Return per unit of downside risk	2.56	2.72	-0.16
Omega ratio: Gain probability vs. loss probability	1.36	1.36	-0.01
Calmar ratio: Return relative to maximum drawdown	1.87	2.76	-0.89
Martin ratio: Return relative to average drawdown	8.04	12.09	-4.04

SCJIX vs. SEECX - Sharpe Ratio Comparison

The current SCJIX Sharpe Ratio is 1.82, which is comparable to the SEECX Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of SCJIX and SEECX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SCJIX vs. SEECX - Drawdown Comparison

The maximum SCJIX drawdown since its inception was -29.38%, smaller than the maximum SEECX drawdown of -58.09%. Use the drawdown chart below to compare losses from any high point for SCJIX and SEECX.

Drawdown Indicators

	SCJIX	SEECX	Difference
Max Drawdown Largest peak-to-trough decline	-29.38%	-58.09%	+28.71%
Max Drawdown (1Y) Largest decline over 1 year	-8.52%	-9.11%	+0.59%
Max Drawdown (3Y) Largest decline over 3 years	-15.56%	-18.72%	+3.16%
Max Drawdown (5Y) Largest decline over 5 years	-18.12%	-42.66%	+24.54%
Max Drawdown (10Y) Largest decline over 10 years	—	-42.66%	—
Current Drawdown Current decline from peak	-0.83%	-1.39%	+0.56%
Average Drawdown Average peak-to-trough decline	-3.61%	-9.62%	+6.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.98%	2.08%	-0.10%

Volatility

SCJIX vs. SEECX - Volatility Comparison

The current volatility for Crossmark Steward Covered Call Income Fund (SCJIX) is 3.37%, while Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX) has a volatility of 4.80%. This indicates that SCJIX experiences smaller price fluctuations and is considered to be less risky than SEECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SCJIX	SEECX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.37%	4.80%	-1.43%
Volatility (6M) Calculated over the trailing 6-month period	7.42%	9.94%	-2.52%
Volatility (1Y) Calculated over the trailing 1-year period	8.77%	12.51%	-3.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.56%	25.58%	-13.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.89%	22.99%	-8.10%

SCJIX vs. SEECX - Expense Ratio Comparison

SCJIX has a 1.00% expense ratio, which is higher than SEECX's 0.58% expense ratio.

Dividends

SCJIX vs. SEECX - Dividend Comparison

SCJIX's dividend yield for the trailing twelve months is around 9.29%, more than SEECX's 3.28% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SCJIX Crossmark Steward Covered Call Income Fund	9.29%	9.18%	12.61%	8.45%	9.53%	25.39%	15.45%	7.00%	10.68%	0.00%	0.00%	0.00%
SEECX Crossmark Steward Values-Focused Large Cap Enhanced Index Fund	3.28%	3.61%	8.47%	3.77%	50.97%	32.80%	9.47%	2.23%	5.64%	1.18%	0.94%	18.68%

Frequently Asked Questions

Can I hold both SCJIX and SEECX in my portfolio?

With a correlation of 0.92, SCJIX and SEECX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, SCJIX or SEECX?

SEECX has higher volatility (4.80%) compared to SCJIX (3.37%). In terms of maximum drawdown, SCJIX dropped -29.38% vs SEECX's -58.09%.

Which has better risk-adjusted returns?

SEECX currently has the higher Sharpe Ratio (2.01 vs 1.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.