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SEACX vs. SCJIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SEACX vs. SCJIX - Performance Comparison

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

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SEACX vs. SCJIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
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, SEACX achieves a -0.67% return, which is significantly higher than SCJIX's -7.52% return.


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%

SCJIX

1D
-0.13%
1M
-5.47%
YTD
-7.52%
6M
-3.64%
1Y
8.31%
3Y*
11.36%
5Y*
8.11%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SEACX vs. SCJIX - Expense Ratio Comparison

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


Return for Risk

SEACX vs. SCJIX — Risk / Return Rank

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

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

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
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.

SEACX vs. SCJIX - Risk-Adjusted Trends Comparison

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


SEACXSCJIXDifference

Sharpe ratio

Return per unit of total volatility

1.00

0.61

+0.38

Sortino ratio

Return per unit of downside risk

1.44

0.97

+0.46

Omega ratio

Gain probability vs. loss probability

1.17

1.16

+0.01

Calmar ratio

Return relative to maximum drawdown

1.73

0.64

+1.09

Martin ratio

Return relative to average drawdown

5.83

2.92

+2.91

SEACX vs. SCJIX - Sharpe Ratio Comparison

The current SEACX Sharpe Ratio is 1.00, which is higher than the SCJIX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of SEACX and SCJIX, 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


SEACXSCJIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.00

0.61

+0.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.65

-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

0.66

0.56

+0.10

Correlation

The correlation between SEACX and SCJIX 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

SEACX vs. SCJIX - Dividend Comparison

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


TTM20252024202320222021202020192018201720162015
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%
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

SEACX vs. SCJIX - Drawdown Comparison

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


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Drawdown Indicators


SEACXSCJIXDifference

Max Drawdown

Largest peak-to-trough decline

-16.96%

-29.38%

+12.42%

Max Drawdown (1Y)

Largest decline over 1 year

-2.62%

-10.52%

+7.90%

Max Drawdown (5Y)

Largest decline over 5 years

-16.34%

-18.12%

+1.78%

Max Drawdown (10Y)

Largest decline over 10 years

-16.96%

Current Drawdown

Current decline from peak

-2.17%

-8.52%

+6.35%

Average Drawdown

Average peak-to-trough decline

-2.41%

-3.67%

+1.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.78%

2.32%

-1.54%

Volatility

SEACX vs. SCJIX - Volatility Comparison

The current volatility for Crossmark Steward Select Bond Fund (SEACX) is 1.62%, while Crossmark Steward Covered Call Income Fund (SCJIX) has a volatility of 3.67%. This indicates that SEACX experiences smaller price fluctuations and is considered to be less risky 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


SEACXSCJIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.62%

3.67%

-2.05%

Volatility (6M)

Calculated over the trailing 6-month period

2.52%

6.54%

-4.02%

Volatility (1Y)

Calculated over the trailing 1-year period

4.11%

14.38%

-10.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.82%

12.47%

-7.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.88%

14.98%

-11.10%