SGISX vs. CSUAX
Compare and contrast key facts about Crossmark Steward Global Equity Income Fund (SGISX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
SGISX is managed by Crossmark Steward Funds. It was launched on Apr 2, 2008. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
SGISX vs. CSUAX - Performance Comparison
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SGISX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGISX Crossmark Steward Global Equity Income Fund | -3.38% | 21.79% | 9.34% | 15.60% | -11.27% | 19.46% | 8.55% | 24.76% | -7.78% | 22.36% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, SGISX achieves a -3.38% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, SGISX has outperformed CSUAX with an annualized return of 10.07%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
SGISX
- 1D
- -0.93%
- 1M
- -7.65%
- YTD
- -3.38%
- 6M
- -1.32%
- 1Y
- 14.10%
- 3Y*
- 13.17%
- 5Y*
- 7.52%
- 10Y*
- 10.07%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
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SGISX vs. CSUAX - Expense Ratio Comparison
SGISX has a 0.99% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
SGISX vs. CSUAX — Risk / Return Rank
SGISX
CSUAX
SGISX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Global Equity Income Fund (SGISX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| SGISX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.63 | -0.74 |
Sortino ratioReturn per unit of downside risk | 1.33 | 2.17 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.32 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 2.36 | -1.28 |
Martin ratioReturn relative to average drawdown | 5.08 | 10.32 | -5.24 |
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
| SGISX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.63 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.61 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.50 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.55 | +0.11 |
Correlation
The correlation between SGISX and CSUAX is 0.71, 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
SGISX vs. CSUAX - Dividend Comparison
SGISX's dividend yield for the trailing twelve months is around 6.60%, less than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGISX Crossmark Steward Global Equity Income Fund | 6.60% | 6.35% | 5.08% | 2.67% | 8.68% | 16.69% | 2.43% | 7.94% | 10.59% | 7.58% | 6.99% | 8.32% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
SGISX vs. CSUAX - Drawdown Comparison
The maximum SGISX drawdown since its inception was -35.59%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for SGISX and CSUAX.
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Drawdown Indicators
| SGISX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -52.20% | +16.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -7.98% | -4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -20.45% | -1.31% |
Max Drawdown (10Y)Largest decline over 10 years | -35.59% | -35.05% | -0.54% |
Current DrawdownCurrent decline from peak | -8.16% | -4.38% | -3.78% |
Average DrawdownAverage peak-to-trough decline | -3.79% | -8.49% | +4.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 1.83% | +0.76% |
Volatility
SGISX vs. CSUAX - Volatility Comparison
Crossmark Steward Global Equity Income Fund (SGISX) has a higher volatility of 4.51% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that SGISX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGISX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 3.26% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.45% | 6.89% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.75% | 11.48% | +5.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.92% | 12.89% | +2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.63% | 14.89% | +1.74% |