SGISX vs. SEACX
Compare and contrast key facts about Crossmark Steward Global Equity Income Fund (SGISX) and Crossmark Steward Select Bond Fund (SEACX).
SGISX is managed by Crossmark Steward Funds. It was launched on Apr 2, 2008. SEACX is managed by Crossmark Steward Funds. It was launched on Oct 1, 2004.
Performance
SGISX vs. SEACX - Performance Comparison
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SGISX vs. SEACX - 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% |
SEACX Crossmark Steward Select Bond Fund | -0.45% | 6.50% | 1.43% | 5.54% | -11.55% | -2.01% | 4.97% | 6.96% | -0.12% | 2.24% |
Returns By Period
In the year-to-date period, SGISX achieves a -1.11% return, which is significantly lower than SEACX's -0.45% return. Over the past 10 years, SGISX has outperformed SEACX with an annualized return of 10.33%, while SEACX has yielded a comparatively lower 1.17% 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%
SEACX
- 1D
- 0.22%
- 1M
- -1.45%
- YTD
- -0.45%
- 6M
- 0.15%
- 1Y
- 3.84%
- 3Y*
- 3.40%
- 5Y*
- 0.19%
- 10Y*
- 1.17%
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SGISX vs. SEACX - Expense Ratio Comparison
SGISX has a 0.99% expense ratio, which is higher than SEACX's 0.72% expense ratio.
Return for Risk
SGISX vs. SEACX — Risk / Return Rank
SGISX
SEACX
SGISX vs. SEACX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Global Equity Income Fund (SGISX) and Crossmark Steward Select Bond Fund (SEACX). 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 | SEACX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.00 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.44 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.17 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.64 | -0.20 |
Martin ratioReturn relative to average drawdown | 6.70 | 5.46 | +1.24 |
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 | SEACX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.00 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.04 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.30 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.66 | 0.00 |
Correlation
The correlation between SGISX and SEACX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SGISX vs. SEACX - Dividend Comparison
SGISX's dividend yield for the trailing twelve months is around 6.45%, more than SEACX's 3.36% 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% |
SEACX Crossmark Steward Select Bond Fund | 3.36% | 2.72% | 2.78% | 2.06% | 1.67% | 1.41% | 1.86% | 2.26% | 2.22% | 1.98% | 2.18% | 2.30% |
Drawdowns
SGISX vs. SEACX - Drawdown Comparison
The maximum SGISX drawdown since its inception was -35.59%, which is greater than SEACX's maximum drawdown of -16.96%. Use the drawdown chart below to compare losses from any high point for SGISX and SEACX.
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Drawdown Indicators
| SGISX | SEACX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -16.96% | -18.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -2.62% | -9.50% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -16.34% | -5.42% |
Max Drawdown (10Y)Largest decline over 10 years | -35.59% | -16.96% | -18.63% |
Current DrawdownCurrent decline from peak | -6.01% | -1.95% | -4.06% |
Average DrawdownAverage peak-to-trough decline | -3.79% | -2.41% | -1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 0.79% | +1.82% |
Volatility
SGISX vs. SEACX - Volatility Comparison
Crossmark Steward Global Equity Income Fund (SGISX) has a higher volatility of 5.23% compared to Crossmark Steward Select Bond Fund (SEACX) at 1.61%. This indicates that SGISX's price experiences larger fluctuations and is considered to be riskier than SEACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGISX | SEACX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 1.61% | +3.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 2.51% | +7.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.88% | 4.11% | +12.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.96% | 4.82% | +10.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 3.88% | +12.76% |