SGISX vs. FGIAX
Compare and contrast key facts about Crossmark Steward Global Equity Income Fund (SGISX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
SGISX is managed by Crossmark Steward Funds. It was launched on Apr 2, 2008. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
SGISX vs. FGIAX - Performance Comparison
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SGISX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGISX Crossmark Steward Global Equity Income Fund | -1.11% | 21.79% | 9.34% | 15.60% | -11.27% | 19.46% | 8.55% | 24.76% | -7.78% | 22.36% |
FGIAX Nuveen Global Infrastructure Fund Class A | 10.36% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, SGISX achieves a -1.11% return, which is significantly lower than FGIAX's 10.36% return. Over the past 10 years, SGISX has outperformed FGIAX with an annualized return of 10.33%, while FGIAX has yielded a comparatively lower 8.78% annualized return.
SGISX
- 1D
- 2.34%
- 1M
- -4.81%
- YTD
- -1.11%
- 6M
- 1.09%
- 1Y
- 16.37%
- 3Y*
- 14.05%
- 5Y*
- 7.80%
- 10Y*
- 10.33%
FGIAX
- 1D
- 0.76%
- 1M
- -2.77%
- YTD
- 10.36%
- 6M
- 10.94%
- 1Y
- 21.22%
- 3Y*
- 14.32%
- 5Y*
- 10.46%
- 10Y*
- 8.78%
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SGISX vs. FGIAX - Expense Ratio Comparison
SGISX has a 0.99% expense ratio, which is lower than FGIAX's 1.21% expense ratio.
Return for Risk
SGISX vs. FGIAX — Risk / Return Rank
SGISX
FGIAX
SGISX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Global Equity Income Fund (SGISX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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 | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.79 | -0.79 |
Sortino ratioReturn per unit of downside risk | 1.48 | 2.30 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.36 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.73 | -1.29 |
Martin ratioReturn relative to average drawdown | 6.70 | 12.62 | -5.92 |
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 | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.79 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.80 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.58 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.42 | +0.25 |
Correlation
The correlation between SGISX and FGIAX is 0.75, 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. FGIAX - Dividend Comparison
SGISX's dividend yield for the trailing twelve months is around 6.45%, less than FGIAX's 9.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGISX Crossmark Steward Global Equity Income Fund | 6.45% | 6.35% | 5.08% | 2.67% | 8.68% | 16.69% | 2.43% | 7.94% | 10.59% | 7.58% | 6.99% | 8.32% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.05% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
SGISX vs. FGIAX - Drawdown Comparison
The maximum SGISX drawdown since its inception was -35.59%, smaller than the maximum FGIAX drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for SGISX and FGIAX.
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Drawdown Indicators
| SGISX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -49.35% | +13.76% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -8.29% | -3.83% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -21.08% | -0.68% |
Max Drawdown (10Y)Largest decline over 10 years | -35.59% | -38.02% | +2.43% |
Current DrawdownCurrent decline from peak | -6.01% | -3.06% | -2.95% |
Average DrawdownAverage peak-to-trough decline | -3.79% | -7.22% | +3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 1.79% | +0.82% |
Volatility
SGISX vs. FGIAX - Volatility Comparison
Crossmark Steward Global Equity Income Fund (SGISX) has a higher volatility of 5.23% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.15%. This indicates that SGISX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGISX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 4.15% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 7.07% | +2.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.88% | 12.28% | +4.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.96% | 13.08% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 15.17% | +1.47% |