SEACX vs. TRDFX
Compare and contrast key facts about Crossmark Steward Select Bond Fund (SEACX) and Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX).
SEACX is managed by Crossmark Steward Funds. It was launched on Oct 1, 2004. TRDFX is managed by Crossmark Steward Funds. It was launched on Jan 31, 1952.
Performance
SEACX vs. TRDFX - Performance Comparison
Loading graphics...
SEACX vs. TRDFX - 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% | 2.24% |
TRDFX Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund | -0.08% | 5.76% | 9.90% | 15.86% | -14.98% | 26.35% | 10.40% | 21.40% | -12.76% | 13.92% |
Returns By Period
In the year-to-date period, SEACX achieves a -0.67% return, which is significantly lower than TRDFX's -0.08% return. Over the past 10 years, SEACX has underperformed TRDFX with an annualized return of 1.15%, while TRDFX has yielded a comparatively higher 8.63% annualized 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%
TRDFX
- 1D
- -0.82%
- 1M
- -7.50%
- YTD
- -0.08%
- 6M
- 1.28%
- 1Y
- 14.71%
- 3Y*
- 9.20%
- 5Y*
- 4.69%
- 10Y*
- 8.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SEACX vs. TRDFX - Expense Ratio Comparison
SEACX has a 0.72% expense ratio, which is lower than TRDFX's 0.80% expense ratio.
Return for Risk
SEACX vs. TRDFX — Risk / Return Rank
SEACX
TRDFX
SEACX vs. TRDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Select Bond Fund (SEACX) and Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX). 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 | TRDFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.71 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.13 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 0.88 | +0.85 |
Martin ratioReturn relative to average drawdown | 5.83 | 3.79 | +2.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SEACX | TRDFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.71 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.21 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.38 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.35 | +0.31 |
Correlation
The correlation between SEACX and TRDFX is -0.15. 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. TRDFX - Dividend Comparison
SEACX's dividend yield for the trailing twelve months is around 3.36%, less than TRDFX's 8.77% 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% |
TRDFX Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund | 8.77% | 8.76% | 6.18% | 4.29% | 28.61% | 13.92% | 4.16% | 3.50% | 15.78% | 7.77% | 3.51% | 13.93% |
Drawdowns
SEACX vs. TRDFX - Drawdown Comparison
The maximum SEACX drawdown since its inception was -16.96%, smaller than the maximum TRDFX drawdown of -61.60%. Use the drawdown chart below to compare losses from any high point for SEACX and TRDFX.
Loading graphics...
Drawdown Indicators
| SEACX | TRDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.96% | -61.60% | +44.64% |
Max Drawdown (1Y)Largest decline over 1 year | -2.62% | -14.44% | +11.82% |
Max Drawdown (5Y)Largest decline over 5 years | -16.34% | -29.52% | +13.18% |
Max Drawdown (10Y)Largest decline over 10 years | -16.96% | -45.92% | +28.96% |
Current DrawdownCurrent decline from peak | -2.17% | -8.48% | +6.31% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -13.01% | +10.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 3.36% | -2.58% |
Volatility
SEACX vs. TRDFX - Volatility Comparison
The current volatility for Crossmark Steward Select Bond Fund (SEACX) is 1.62%, while Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX) has a volatility of 5.63%. This indicates that SEACX experiences smaller price fluctuations and is considered to be less risky than TRDFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SEACX | TRDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.62% | 5.63% | -4.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.52% | 11.69% | -9.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.11% | 21.26% | -17.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.82% | 22.03% | -17.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.88% | 22.84% | -18.96% |