SEACX vs. SWSBX
Compare and contrast key facts about Crossmark Steward Select Bond Fund (SEACX) and Schwab Short-Term Bond Index Fund (SWSBX).
SEACX is managed by Crossmark Steward Funds. It was launched on Oct 1, 2004. SWSBX is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Government/Credit 1-5 Year Index. It was launched on Feb 23, 2017.
Performance
SEACX vs. SWSBX - Performance Comparison
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SEACX vs. SWSBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEACX Crossmark Steward Select Bond Fund | -0.67% | 6.50% | 1.43% | 5.54% | -11.55% | -2.01% | 4.97% | 6.96% | -0.12% | 1.57% |
SWSBX Schwab Short-Term Bond Index Fund | -0.16% | 6.06% | 3.42% | 3.95% | -5.89% | -1.28% | 4.47% | 4.96% | 1.34% | 0.85% |
Returns By Period
In the year-to-date period, SEACX achieves a -0.67% return, which is significantly lower than SWSBX's -0.16% 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%
SWSBX
- 1D
- 0.10%
- 1M
- -0.93%
- YTD
- -0.16%
- 6M
- 0.78%
- 1Y
- 3.74%
- 3Y*
- 3.77%
- 5Y*
- 1.27%
- 10Y*
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SEACX vs. SWSBX - Expense Ratio Comparison
SEACX has a 0.72% expense ratio, which is higher than SWSBX's 0.06% expense ratio.
Return for Risk
SEACX vs. SWSBX — Risk / Return Rank
SEACX
SWSBX
SEACX vs. SWSBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Select Bond Fund (SEACX) and Schwab Short-Term Bond Index Fund (SWSBX). 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 | SWSBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.59 | -0.59 |
Sortino ratioReturn per unit of downside risk | 1.44 | 2.60 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.33 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.71 | -0.98 |
Martin ratioReturn relative to average drawdown | 5.83 | 9.85 | -4.03 |
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 | SWSBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.59 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.43 | -0.39 |
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 | 0.76 | -0.10 |
Correlation
The correlation between SEACX and SWSBX is 0.79, 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
SEACX vs. SWSBX - Dividend Comparison
SEACX's dividend yield for the trailing twelve months is around 3.36%, less than SWSBX's 3.79% 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% |
SWSBX Schwab Short-Term Bond Index Fund | 3.79% | 4.09% | 3.66% | 2.36% | 1.11% | 0.97% | 1.82% | 2.41% | 2.12% | 1.56% | 0.00% | 0.00% |
Drawdowns
SEACX vs. SWSBX - Drawdown Comparison
The maximum SEACX drawdown since its inception was -16.96%, which is greater than SWSBX's maximum drawdown of -9.06%. Use the drawdown chart below to compare losses from any high point for SEACX and SWSBX.
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Drawdown Indicators
| SEACX | SWSBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.96% | -9.06% | -7.90% |
Max Drawdown (1Y)Largest decline over 1 year | -2.62% | -1.54% | -1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -16.34% | -9.06% | -7.28% |
Max Drawdown (10Y)Largest decline over 10 years | -16.96% | — | — |
Current DrawdownCurrent decline from peak | -2.17% | -1.13% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -1.81% | -0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 0.42% | +0.36% |
Volatility
SEACX vs. SWSBX - Volatility Comparison
Crossmark Steward Select Bond Fund (SEACX) has a higher volatility of 1.62% compared to Schwab Short-Term Bond Index Fund (SWSBX) at 0.73%. This indicates that SEACX's price experiences larger fluctuations and is considered to be riskier than SWSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEACX | SWSBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.62% | 0.73% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 2.52% | 1.49% | +1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.11% | 2.40% | +1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.82% | 2.95% | +1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.88% | 2.47% | +1.41% |