SGISX vs. GAOAX
Compare and contrast key facts about Crossmark Steward Global Equity Income Fund (SGISX) and JPMorgan Global Allocation Fund A (GAOAX).
SGISX is managed by Crossmark Steward Funds. It was launched on Apr 2, 2008. GAOAX is managed by JPMorgan. It was launched on May 31, 2011.
Performance
SGISX vs. GAOAX - Performance Comparison
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SGISX vs. GAOAX - 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% |
GAOAX JPMorgan Global Allocation Fund A | -3.89% | 14.68% | 7.91% | 12.69% | -18.74% | 3.60% | 15.29% | 15.95% | -6.07% | 16.82% |
Returns By Period
In the year-to-date period, SGISX achieves a -1.11% return, which is significantly higher than GAOAX's -3.89% return. Over the past 10 years, SGISX has outperformed GAOAX with an annualized return of 10.33%, while GAOAX has yielded a comparatively lower 5.74% 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%
GAOAX
- 1D
- 1.47%
- 1M
- -6.40%
- YTD
- -3.89%
- 6M
- -2.79%
- 1Y
- 9.60%
- 3Y*
- 8.41%
- 5Y*
- 1.86%
- 10Y*
- 5.74%
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SGISX vs. GAOAX - Expense Ratio Comparison
SGISX has a 0.99% expense ratio, which is lower than GAOAX's 1.04% expense ratio.
Return for Risk
SGISX vs. GAOAX — Risk / Return Rank
SGISX
GAOAX
SGISX vs. GAOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Global Equity Income Fund (SGISX) and JPMorgan Global Allocation Fund A (GAOAX). 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 | GAOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.86 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.24 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.17 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.10 | +0.35 |
Martin ratioReturn relative to average drawdown | 6.70 | 4.47 | +2.22 |
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 | GAOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.86 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.17 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.53 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.54 | +0.13 |
Correlation
The correlation between SGISX and GAOAX is 0.88, 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. GAOAX - Dividend Comparison
SGISX's dividend yield for the trailing twelve months is around 6.45%, less than GAOAX's 10.04% 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% |
GAOAX JPMorgan Global Allocation Fund A | 10.04% | 10.15% | 2.34% | 0.00% | 4.62% | 4.61% | 1.54% | 2.43% | 2.52% | 2.95% | 2.59% | 0.96% |
Drawdowns
SGISX vs. GAOAX - Drawdown Comparison
The maximum SGISX drawdown since its inception was -35.59%, which is greater than GAOAX's maximum drawdown of -29.02%. Use the drawdown chart below to compare losses from any high point for SGISX and GAOAX.
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Drawdown Indicators
| SGISX | GAOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -29.02% | -6.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -8.95% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -29.02% | +7.26% |
Max Drawdown (10Y)Largest decline over 10 years | -35.59% | -29.02% | -6.57% |
Current DrawdownCurrent decline from peak | -6.01% | -7.61% | +1.60% |
Average DrawdownAverage peak-to-trough decline | -3.79% | -6.01% | +2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.20% | +0.41% |
Volatility
SGISX vs. GAOAX - Volatility Comparison
Crossmark Steward Global Equity Income Fund (SGISX) has a higher volatility of 5.23% compared to JPMorgan Global Allocation Fund A (GAOAX) at 4.98%. This indicates that SGISX's price experiences larger fluctuations and is considered to be riskier than GAOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGISX | GAOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 4.98% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 7.55% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.88% | 11.53% | +5.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.96% | 11.03% | +3.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 10.81% | +5.83% |