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SEECX vs. SNTCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SEECX vs. SNTCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX) and Crossmark Steward International Enhanced Index Fund (SNTCX). The values are adjusted to include any dividend payments, if applicable.

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SEECX vs. SNTCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SEECX
Crossmark Steward Values-Focused Large Cap Enhanced Index Fund
-7.41%16.88%23.50%25.34%-19.71%30.59%12.83%29.49%-6.99%21.34%
SNTCX
Crossmark Steward International Enhanced Index Fund
-1.29%33.58%8.58%17.60%-11.61%10.82%4.89%18.97%-13.17%23.33%

Returns By Period

In the year-to-date period, SEECX achieves a -7.41% return, which is significantly lower than SNTCX's -1.29% return. Over the past 10 years, SEECX has outperformed SNTCX with an annualized return of 12.20%, while SNTCX has yielded a comparatively lower 9.10% annualized return.


SEECX

1D
-0.42%
1M
-7.67%
YTD
-7.41%
6M
-5.58%
1Y
13.31%
3Y*
15.99%
5Y*
10.64%
10Y*
12.20%

SNTCX

1D
0.00%
1M
-9.59%
YTD
-1.29%
6M
2.45%
1Y
20.41%
3Y*
16.10%
5Y*
9.10%
10Y*
9.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SEECX vs. SNTCX - Expense Ratio Comparison

SEECX has a 0.58% expense ratio, which is lower than SNTCX's 0.76% expense ratio.


Return for Risk

SEECX vs. SNTCX — Risk / Return Rank

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

SEECX
SEECX Risk / Return Rank: 3939
Overall Rank
SEECX Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
SEECX Sortino Ratio Rank: 3838
Sortino Ratio Rank
SEECX Omega Ratio Rank: 4242
Omega Ratio Rank
SEECX Calmar Ratio Rank: 3535
Calmar Ratio Rank
SEECX Martin Ratio Rank: 4545
Martin Ratio Rank

SNTCX
SNTCX Risk / Return Rank: 6363
Overall Rank
SNTCX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
SNTCX Sortino Ratio Rank: 6363
Sortino Ratio Rank
SNTCX Omega Ratio Rank: 6262
Omega Ratio Rank
SNTCX Calmar Ratio Rank: 6060
Calmar Ratio Rank
SNTCX Martin Ratio Rank: 6565
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.

SEECX vs. SNTCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX) and Crossmark Steward International Enhanced Index Fund (SNTCX). 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.


SEECXSNTCXDifference

Sharpe ratio

Return per unit of total volatility

0.77

1.15

-0.38

Sortino ratio

Return per unit of downside risk

1.22

1.62

-0.41

Omega ratio

Gain probability vs. loss probability

1.18

1.24

-0.05

Calmar ratio

Return relative to maximum drawdown

0.96

1.41

-0.45

Martin ratio

Return relative to average drawdown

4.56

6.20

-1.64

SEECX vs. SNTCX - Sharpe Ratio Comparison

The current SEECX Sharpe Ratio is 0.77, which is lower than the SNTCX Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of SEECX and SNTCX, 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


SEECXSNTCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.77

1.15

-0.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.42

0.53

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.50

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.20

+0.24

Correlation

The correlation between SEECX and SNTCX is 0.84, 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

SEECX vs. SNTCX - Dividend Comparison

SEECX's dividend yield for the trailing twelve months is around 3.90%, less than SNTCX's 7.97% yield.


TTM20252024202320222021202020192018201720162015
SEECX
Crossmark Steward Values-Focused Large Cap Enhanced Index Fund
3.90%3.61%8.47%3.77%50.97%32.80%9.47%2.23%5.64%1.18%0.94%18.68%
SNTCX
Crossmark Steward International Enhanced Index Fund
7.97%7.86%18.31%4.23%3.17%4.75%3.96%2.59%2.47%2.27%2.29%4.38%

Drawdowns

SEECX vs. SNTCX - Drawdown Comparison

The maximum SEECX drawdown since its inception was -58.09%, roughly equal to the maximum SNTCX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for SEECX and SNTCX.


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Drawdown Indicators


SEECXSNTCXDifference

Max Drawdown

Largest peak-to-trough decline

-58.09%

-60.58%

+2.49%

Max Drawdown (1Y)

Largest decline over 1 year

-12.18%

-13.26%

+1.08%

Max Drawdown (5Y)

Largest decline over 5 years

-42.66%

-27.08%

-15.58%

Max Drawdown (10Y)

Largest decline over 10 years

-42.66%

-39.33%

-3.33%

Current Drawdown

Current decline from peak

-9.11%

-10.43%

+1.32%

Average Drawdown

Average peak-to-trough decline

-9.71%

-16.21%

+6.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.57%

3.02%

-0.45%

Volatility

SEECX vs. SNTCX - Volatility Comparison

The current volatility for Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX) is 4.22%, while Crossmark Steward International Enhanced Index Fund (SNTCX) has a volatility of 6.86%. This indicates that SEECX experiences smaller price fluctuations and is considered to be less risky than SNTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SEECXSNTCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.22%

6.86%

-2.64%

Volatility (6M)

Calculated over the trailing 6-month period

9.09%

11.19%

-2.10%

Volatility (1Y)

Calculated over the trailing 1-year period

18.16%

17.66%

+0.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.51%

17.12%

+8.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.94%

18.21%

+4.73%