SEACX vs. TRDFX

Last updated Jun 3, 2026

SEACX (Crossmark Steward Select Bond Fund) and TRDFX (Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund) are both mutual funds - SEACX is a Short-Term Bond fund managed by Crossmark Steward Funds, while TRDFX is a Small Cap Blend Equities fund managed by Crossmark Steward Funds. Over the past 10 years, SEACX returned 1.14%/yr vs 9.68%/yr for TRDFX. At a correlation of -0.15, they often move in opposite directions. SEACX charges 0.72%/yr vs 0.80%/yr for TRDFX.

Performance

SEACX vs. TRDFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Crossmark Steward Select Bond Fund (SEACX) and Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SEACX achieves a -0.01% return, which is significantly lower than TRDFX's 13.14% return. Over the past 10 years, SEACX has underperformed TRDFX with an annualized return of 1.14%, while TRDFX has yielded a comparatively higher 9.68% annualized return.

SEACX

• 1D: -0.09%
• 1M: 0.09%
• YTD: -0.01%
• 6M: 0.03%
• 1Y: 4.67%
• 3Y*: 3.79%
• 5Y*: 0.15%
• 10Y*: 1.14%

TRDFX

• 1D: -0.07%
• 1M: 1.41%
• YTD: 13.14%
• 6M: 13.98%
• 1Y: 27.23%
• 3Y*: 13.89%
• 5Y*: 6.41%
• 10Y*: 9.68%

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

SEACX vs. TRDFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SEACX Crossmark Steward Select Bond Fund	-0.01%	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	13.14%	5.76%	9.90%	15.86%	-14.98%	26.35%	10.40%	21.40%	-12.76%	13.92%

Correlation

The correlation between SEACX and TRDFX is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.25
Correlation (5Y) Calculated over the trailing 5-year period	0.15
Correlation (10Y) Calculated over the trailing 10-year period	0.01
Correlation (All Time) Calculated using the full available price history since Jan 4, 2005	-0.15

The correlation between SEACX and TRDFX shifts across timeframes, from -0.15 (all time) to 0.31 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

SEACX vs. TRDFX — Risk / Return Rank

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

SEACX

SEACX Risk / Return Rank: 18
SEACX Sharpe Ratio Rank: 17
SEACX Sortino Ratio Rank: 17
SEACX Omega Ratio Rank: 16
SEACX Calmar Ratio Rank: 21
SEACX Martin Ratio Rank: 18

TRDFX

TRDFX Risk / Return Rank: 44
TRDFX Sharpe Ratio Rank: 35
TRDFX Sortino Ratio Rank: 35
TRDFX Omega Ratio Rank: 32
TRDFX Calmar Ratio Rank: 64
TRDFX Martin Ratio Rank: 53

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. 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 ratio Return per unit of total volatility	1.19	1.70	-0.52
Sortino ratio Return per unit of downside risk	1.77	2.48	-0.72
Omega ratio Gain probability vs. loss probability	1.21	1.30	-0.09
Calmar ratio Return relative to maximum drawdown	1.74	3.09	-1.36
Martin ratio Return relative to average drawdown	5.10	10.79	-5.69
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SEACX vs. TRDFX - Sharpe Ratio Comparison

The current SEACX Sharpe Ratio is 1.19, which is lower than the TRDFX Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of SEACX and TRDFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SEACX	TRDFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.19	1.70	-0.52
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.03	0.29	-0.26
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.29	0.42	-0.13
Sharpe Ratio (All Time) Calculated using the full available price history	0.67	0.36	+0.31

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.

Drawdown Indicators

	SEACX	TRDFX	Difference
Max Drawdown Largest peak-to-trough decline	-16.96%	-61.60%	+44.64%
Max Drawdown (1Y) Largest decline over 1 year	-2.66%	-8.55%	+5.89%
Max Drawdown (3Y) Largest decline over 3 years	-3.90%	-26.32%	+22.42%
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 Drawdown Current decline from peak	-1.51%	-0.44%	-1.07%
Average Drawdown Average peak-to-trough decline	-2.40%	-12.97%	+10.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.91%	2.45%	-1.54%

Volatility

SEACX vs. TRDFX - Volatility Comparison

The current volatility for Crossmark Steward Select Bond Fund (SEACX) is 1.22%, while Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX) has a volatility of 4.23%. 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.

Volatility by Period

	SEACX	TRDFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.22%	4.23%	-3.01%
Volatility (6M) Calculated over the trailing 6-month period	2.64%	11.20%	-8.56%
Volatility (1Y) Calculated over the trailing 1-year period	3.72%	15.89%	-12.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.85%	22.00%	-17.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.90%	22.86%	-18.96%

SEACX vs. TRDFX - Expense Ratio Comparison

SEACX has a 0.72% expense ratio, which is lower than TRDFX's 0.80% expense ratio.

Dividends

SEACX vs. TRDFX - Dividend Comparison

SEACX's dividend yield for the trailing twelve months is around 3.34%, less than TRDFX's 7.74% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SEACX Crossmark Steward Select Bond Fund	3.34%	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	7.74%	8.76%	6.18%	4.29%	28.61%	13.92%	4.16%	3.50%	15.78%	7.77%	3.51%	13.93%

Frequently Asked Questions

Can I hold both SEACX and TRDFX in my portfolio?

SEACX and TRDFX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SEACX or TRDFX?

TRDFX has higher volatility (4.23%) compared to SEACX (1.22%). In terms of maximum drawdown, SEACX dropped -16.96% vs TRDFX's -61.60%.

Which has better risk-adjusted returns?

TRDFX currently has the higher Sharpe Ratio (1.70 vs 1.19), 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.