SGISX vs. MFWIX
Compare and contrast key facts about Crossmark Steward Global Equity Income Fund (SGISX) and MFS Global Total Return Fund Class I (MFWIX).
SGISX is managed by Crossmark Steward Funds. It was launched on Apr 2, 2008. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
SGISX vs. MFWIX - Performance Comparison
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SGISX vs. MFWIX - 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% |
MFWIX MFS Global Total Return Fund Class I | 0.94% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, SGISX achieves a -1.11% return, which is significantly lower than MFWIX's 0.94% return. Over the past 10 years, SGISX has outperformed MFWIX with an annualized return of 10.33%, while MFWIX has yielded a comparatively lower 6.34% 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%
MFWIX
- 1D
- 1.42%
- 1M
- -4.39%
- YTD
- 0.94%
- 6M
- 3.21%
- 1Y
- 12.92%
- 3Y*
- 9.39%
- 5Y*
- 4.91%
- 10Y*
- 6.34%
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SGISX vs. MFWIX - Expense Ratio Comparison
SGISX has a 0.99% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
SGISX vs. MFWIX — Risk / Return Rank
SGISX
MFWIX
SGISX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Global Equity Income Fund (SGISX) and MFS Global Total Return Fund Class I (MFWIX). 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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.44 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.99 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.28 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.89 | -0.44 |
Martin ratioReturn relative to average drawdown | 6.70 | 7.31 | -0.61 |
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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.44 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.54 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.66 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.71 | -0.04 |
Correlation
The correlation between SGISX and MFWIX is 0.87, 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. MFWIX - Dividend Comparison
SGISX's dividend yield for the trailing twelve months is around 6.45%, less than MFWIX's 8.68% 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% |
MFWIX MFS Global Total Return Fund Class I | 8.68% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
SGISX vs. MFWIX - Drawdown Comparison
The maximum SGISX drawdown since its inception was -35.59%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for SGISX and MFWIX.
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Drawdown Indicators
| SGISX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -33.01% | -2.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -6.85% | -5.27% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -20.22% | -1.54% |
Max Drawdown (10Y)Largest decline over 10 years | -35.59% | -23.36% | -12.23% |
Current DrawdownCurrent decline from peak | -6.01% | -5.18% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -3.79% | -3.83% | +0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 1.77% | +0.84% |
Volatility
SGISX vs. MFWIX - Volatility Comparison
Crossmark Steward Global Equity Income Fund (SGISX) has a higher volatility of 5.23% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.44%. This indicates that SGISX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGISX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 3.44% | +1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 5.43% | +4.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.88% | 8.94% | +7.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.96% | 9.11% | +5.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 9.61% | +7.03% |