SEACX vs. SGISX
Compare and contrast key facts about Crossmark Steward Select Bond Fund (SEACX) and Crossmark Steward Global Equity Income Fund (SGISX).
SEACX is managed by Crossmark Steward Funds. It was launched on Oct 1, 2004. SGISX is managed by Crossmark Steward Funds. It was launched on Apr 2, 2008.
Performance
SEACX vs. SGISX - Performance Comparison
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SEACX vs. SGISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEACX Crossmark Steward Select Bond Fund | -0.45% | 6.50% | 1.43% | 5.54% | -11.55% | -2.01% | 4.97% | 6.96% | -0.12% | 2.24% |
SGISX Crossmark Steward Global Equity Income Fund | -1.11% | 21.79% | 9.34% | 15.60% | -11.27% | 19.46% | 8.55% | 24.76% | -7.78% | 22.36% |
Returns By Period
In the year-to-date period, SEACX achieves a -0.45% return, which is significantly higher than SGISX's -1.11% return. Over the past 10 years, SEACX has underperformed SGISX with an annualized return of 1.17%, while SGISX has yielded a comparatively higher 10.33% annualized return.
SEACX
- 1D
- 0.22%
- 1M
- -1.45%
- YTD
- -0.45%
- 6M
- 0.15%
- 1Y
- 3.84%
- 3Y*
- 3.40%
- 5Y*
- 0.19%
- 10Y*
- 1.17%
SGISX
- 1D
- 2.34%
- 1M
- -4.81%
- YTD
- -1.11%
- 6M
- 1.09%
- 1Y
- 16.37%
- 3Y*
- 14.05%
- 5Y*
- 7.80%
- 10Y*
- 10.33%
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SEACX vs. SGISX - Expense Ratio Comparison
SEACX has a 0.72% expense ratio, which is lower than SGISX's 0.99% expense ratio.
Return for Risk
SEACX vs. SGISX — Risk / Return Rank
SEACX
SGISX
SEACX vs. SGISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Select Bond Fund (SEACX) and Crossmark Steward Global Equity Income Fund (SGISX). 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.
| SEACX | SGISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.00 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.48 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.44 | +0.20 |
Martin ratioReturn relative to average drawdown | 5.46 | 6.70 | -1.24 |
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
| SEACX | SGISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.00 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.52 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.62 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.67 | 0.00 |
Correlation
The correlation between SEACX and SGISX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SEACX vs. SGISX - Dividend Comparison
SEACX's dividend yield for the trailing twelve months is around 3.36%, less than SGISX's 6.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SGISX Crossmark Steward Global Equity Income Fund | 6.45% | 6.35% | 5.08% | 2.67% | 8.68% | 16.69% | 2.43% | 7.94% | 10.59% | 7.58% | 6.99% | 8.32% |
Drawdowns
SEACX vs. SGISX - Drawdown Comparison
The maximum SEACX drawdown since its inception was -16.96%, smaller than the maximum SGISX drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for SEACX and SGISX.
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Drawdown Indicators
| SEACX | SGISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.96% | -35.59% | +18.63% |
Max Drawdown (1Y)Largest decline over 1 year | -2.62% | -12.12% | +9.50% |
Max Drawdown (5Y)Largest decline over 5 years | -16.34% | -21.76% | +5.42% |
Max Drawdown (10Y)Largest decline over 10 years | -16.96% | -35.59% | +18.63% |
Current DrawdownCurrent decline from peak | -1.95% | -6.01% | +4.06% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -3.79% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 2.61% | -1.82% |
Volatility
SEACX vs. SGISX - Volatility Comparison
The current volatility for Crossmark Steward Select Bond Fund (SEACX) is 1.61%, while Crossmark Steward Global Equity Income Fund (SGISX) has a volatility of 5.23%. This indicates that SEACX experiences smaller price fluctuations and is considered to be less risky than SGISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEACX | SGISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 5.23% | -3.62% |
Volatility (6M)Calculated over the trailing 6-month period | 2.51% | 9.73% | -7.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.11% | 16.88% | -12.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.82% | 14.96% | -10.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.88% | 16.64% | -12.76% |