SGISX vs. SSGLX
Compare and contrast key facts about Crossmark Steward Global Equity Income Fund (SGISX) and State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX).
SGISX is managed by Crossmark Steward Funds. It was launched on Apr 2, 2008. SSGLX is a passively managed fund by State Street that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Sep 17, 2014.
Performance
SGISX vs. SSGLX - Performance Comparison
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SGISX vs. SSGLX - 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% |
SSGLX State Street Global All Cap Equity ex-U.S. Index Fund Class K | 1.29% | 32.64% | 4.98% | 15.67% | -16.44% | 8.36% | 11.11% | 21.52% | -14.05% | 27.12% |
Returns By Period
In the year-to-date period, SGISX achieves a -1.11% return, which is significantly lower than SSGLX's 1.29% return. Over the past 10 years, SGISX has outperformed SSGLX with an annualized return of 10.33%, while SSGLX has yielded a comparatively lower 8.79% 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%
SSGLX
- 1D
- 1.94%
- 1M
- -7.37%
- YTD
- 1.29%
- 6M
- 5.27%
- 1Y
- 26.80%
- 3Y*
- 15.14%
- 5Y*
- 7.06%
- 10Y*
- 8.79%
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SGISX vs. SSGLX - Expense Ratio Comparison
SGISX has a 0.99% expense ratio, which is higher than SSGLX's 0.07% expense ratio.
Return for Risk
SGISX vs. SSGLX — Risk / Return Rank
SGISX
SSGLX
SGISX vs. SSGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Global Equity Income Fund (SGISX) and State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX). 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 | SSGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.76 | -0.76 |
Sortino ratioReturn per unit of downside risk | 1.48 | 2.37 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.36 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.35 | -0.90 |
Martin ratioReturn relative to average drawdown | 6.70 | 9.17 | -2.48 |
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 | SSGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.76 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.49 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.55 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.38 | +0.29 |
Correlation
The correlation between SGISX and SSGLX is 0.76, 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. SSGLX - Dividend Comparison
SGISX's dividend yield for the trailing twelve months is around 6.45%, more than SSGLX's 4.36% 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% |
SSGLX State Street Global All Cap Equity ex-U.S. Index Fund Class K | 4.36% | 4.41% | 4.46% | 2.98% | 2.85% | 4.20% | 1.72% | 4.80% | 8.32% | 3.98% | 1.52% | 2.09% |
Drawdowns
SGISX vs. SSGLX - Drawdown Comparison
The maximum SGISX drawdown since its inception was -35.59%, roughly equal to the maximum SSGLX drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for SGISX and SSGLX.
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Drawdown Indicators
| SGISX | SSGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -35.88% | +0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -11.22% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -30.08% | +8.32% |
Max Drawdown (10Y)Largest decline over 10 years | -35.59% | -35.88% | +0.29% |
Current DrawdownCurrent decline from peak | -6.01% | -9.15% | +3.14% |
Average DrawdownAverage peak-to-trough decline | -3.79% | -8.32% | +4.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.87% | -0.26% |
Volatility
SGISX vs. SSGLX - Volatility Comparison
The current volatility for Crossmark Steward Global Equity Income Fund (SGISX) is 5.23%, while State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX) has a volatility of 6.71%. This indicates that SGISX experiences smaller price fluctuations and is considered to be less risky than SSGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGISX | SSGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 6.71% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 10.18% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.88% | 15.57% | +1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.96% | 14.51% | +0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 16.15% | +0.49% |