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SEACX vs. VBISX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SEACX vs. VBISX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Crossmark Steward Select Bond Fund (SEACX) and Vanguard Short-Term Bond Index Fund (VBISX). The values are adjusted to include any dividend payments, if applicable.

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SEACX vs. VBISX - 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%2.24%
VBISX
Vanguard Short-Term Bond Index Fund
-0.34%5.67%3.66%4.54%-5.61%-1.35%4.63%4.78%1.27%1.10%

Returns By Period

In the year-to-date period, SEACX achieves a -0.67% return, which is significantly lower than VBISX's -0.34% return. Over the past 10 years, SEACX has underperformed VBISX with an annualized return of 1.15%, while VBISX has yielded a comparatively higher 1.76% 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%

VBISX

1D
0.20%
1M
-1.25%
YTD
-0.34%
6M
0.83%
1Y
3.56%
3Y*
3.85%
5Y*
1.39%
10Y*
1.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SEACX vs. VBISX - Expense Ratio Comparison

SEACX has a 0.72% expense ratio, which is higher than VBISX's 0.15% expense ratio.


Return for Risk

SEACX vs. VBISX — 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

VBISX
VBISX Risk / Return Rank: 8888
Overall Rank
VBISX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
VBISX Sortino Ratio Rank: 9292
Sortino Ratio Rank
VBISX Omega Ratio Rank: 8383
Omega Ratio Rank
VBISX Calmar Ratio Rank: 9292
Calmar Ratio Rank
VBISX Martin Ratio Rank: 8989
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. VBISX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Select Bond Fund (SEACX) and Vanguard Short-Term Bond Index Fund (VBISX). 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.


SEACXVBISXDifference

Sharpe ratio

Return per unit of total volatility

1.00

1.64

-0.65

Sortino ratio

Return per unit of downside risk

1.44

2.70

-1.26

Omega ratio

Gain probability vs. loss probability

1.17

1.33

-0.16

Calmar ratio

Return relative to maximum drawdown

1.73

2.72

-0.98

Martin ratio

Return relative to average drawdown

5.83

9.96

-4.14

SEACX vs. VBISX - Sharpe Ratio Comparison

The current SEACX Sharpe Ratio is 1.00, which is lower than the VBISX Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of SEACX and VBISX, 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


SEACXVBISXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.00

1.64

-0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.48

-0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

0.74

-0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

1.34

-0.68

Correlation

The correlation between SEACX and VBISX 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. VBISX - Dividend Comparison

SEACX's dividend yield for the trailing twelve months is around 3.36%, less than VBISX's 3.52% 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%
VBISX
Vanguard Short-Term Bond Index Fund
3.52%3.44%3.29%2.10%1.38%1.16%1.72%2.16%1.92%1.58%1.42%1.34%

Drawdowns

SEACX vs. VBISX - Drawdown Comparison

The maximum SEACX drawdown since its inception was -16.96%, which is greater than VBISX's maximum drawdown of -8.79%. Use the drawdown chart below to compare losses from any high point for SEACX and VBISX.


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Drawdown Indicators


SEACXVBISXDifference

Max Drawdown

Largest peak-to-trough decline

-16.96%

-8.79%

-8.17%

Max Drawdown (1Y)

Largest decline over 1 year

-2.62%

-1.54%

-1.08%

Max Drawdown (5Y)

Largest decline over 5 years

-16.34%

-8.72%

-7.62%

Max Drawdown (10Y)

Largest decline over 10 years

-16.96%

-8.79%

-8.17%

Current Drawdown

Current decline from peak

-2.17%

-1.25%

-0.92%

Average Drawdown

Average peak-to-trough decline

-2.41%

-0.87%

-1.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.78%

0.42%

+0.36%

Volatility

SEACX vs. VBISX - Volatility Comparison

Crossmark Steward Select Bond Fund (SEACX) has a higher volatility of 1.62% compared to Vanguard Short-Term Bond Index Fund (VBISX) at 0.74%. This indicates that SEACX's price experiences larger fluctuations and is considered to be riskier than VBISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SEACXVBISXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.62%

0.74%

+0.88%

Volatility (6M)

Calculated over the trailing 6-month period

2.52%

1.50%

+1.02%

Volatility (1Y)

Calculated over the trailing 1-year period

4.11%

2.44%

+1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.82%

2.91%

+1.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.88%

2.37%

+1.51%