SJCIX vs. ALSMX

Last updated Aug 1, 2026

SJCIX (Crossmark Steward Large Cap Core Fund) and ALSMX (Archer Multi Cap Fund) are both Large Cap Blend Equities funds. Over the past 3 years, SJCIX returned 18.13%/yr vs 19.78%/yr for ALSMX. Their correlation of 0.89 means they have usually moved in the same direction. SJCIX charges 0.75%/yr vs 0.96%/yr for ALSMX.

Performance

SJCIX vs. ALSMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Crossmark Steward Large Cap Core Fund (SJCIX) and Archer Multi Cap Fund (ALSMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SJCIX achieves a 13.04% return, which is significantly lower than ALSMX's 18.47% return.

SJCIX

• 1D: 1.12%
• 1M: 2.85%
• 6M: 11.78%
• YTD: 13.04%
• 1Y: 23.04%
• 3Y*: 18.13%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 13.67%

ALSMX

• 1D: 2.71%
• 1M: -3.31%
• 6M: 13.13%
• YTD: 18.47%
• 1Y: 28.94%
• 3Y*: 19.78%
• 5Y*: 10.55%
• 10Y*: —
• ALL TIME*: 12.53%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ALSMX Archer Multi Cap Fund	$0.00	$0.00	$0.00
SJCIX Crossmark Steward Large Cap Core Fund	$0.00	$0.00	$0.00

SJCIX vs. ALSMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
SJCIX Crossmark Steward Large Cap Core Fund	13.04%	10.93%	23.23%	24.01%	-7.99%
ALSMX Archer Multi Cap Fund	18.47%	11.47%	21.78%	25.14%	-4.90%

Correlation

The correlation between SJCIX and ALSMX is 0.74, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.74
Correlation (3Y) Balances recent behavior with more history.	0.85
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022	0.89

The correlation between SJCIX and ALSMX shifts across timeframes, from 0.74 (1 year) to 0.89 (all time), reflecting how their relationship changes across market environments.

Return for Risk

SJCIX vs. ALSMX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SJCIX

SJCIX Risk / Return Rank: 54
SJCIX Sharpe Ratio Rank: 55
SJCIX Sortino Ratio Rank: 51
SJCIX Omega Ratio Rank: 49
SJCIX Calmar Ratio Rank: 54
SJCIX Martin Ratio Rank: 61

ALSMX

ALSMX Risk / Return Rank: 67
ALSMX Sharpe Ratio Rank: 59
ALSMX Sortino Ratio Rank: 60
ALSMX Omega Ratio Rank: 54
ALSMX Calmar Ratio Rank: 83
ALSMX Martin Ratio Rank: 81

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SJCIX vs. ALSMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Large Cap Core Fund (SJCIX) and Archer Multi Cap Fund (ALSMX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SJCIX	ALSMX	Difference
Sharpe ratio: Return per unit of total volatility	1.50	1.46	+0.04
Sortino ratio: Return per unit of downside risk	2.08	2.12	-0.04
Omega ratio: Gain probability vs. loss probability	1.26	1.26	0.00
Calmar ratio: Return relative to maximum drawdown	2.08	2.79	-0.71
Martin ratio: Return relative to average drawdown	8.35	9.86	-1.51

SJCIX vs. ALSMX - Sharpe Ratio Comparison

The current SJCIX Sharpe Ratio is 1.50, which is comparable to the ALSMX Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of SJCIX and ALSMX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SJCIX vs. ALSMX - Drawdown Comparison

The maximum SJCIX drawdown since its inception was -22.12%, smaller than the maximum ALSMX drawdown of -97.87%. Use the drawdown chart below to compare losses from any high point for SJCIX and ALSMX.

Drawdown Indicators

	SJCIX	ALSMX	Difference
Max Drawdown Largest peak-to-trough decline	-22.12%	-97.87%	+75.75%
Max Drawdown (1Y) Largest decline over 1 year	-9.86%	-9.42%	-0.44%
Max Drawdown (3Y) Largest decline over 3 years	-20.47%	-97.87%	+77.40%
Max Drawdown (5Y) Largest decline over 5 years	—	-97.87%	—
Current Drawdown Current decline from peak	0.00%	-96.62%	+96.62%
Average Drawdown Average peak-to-trough decline	-5.43%	-29.64%	+24.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.45%	2.66%	-0.21%

Volatility

SJCIX vs. ALSMX - Volatility Comparison

The current volatility for Crossmark Steward Large Cap Core Fund (SJCIX) is 3.04%, while Archer Multi Cap Fund (ALSMX) has a volatility of 5.82%. This indicates that SJCIX experiences smaller price fluctuations and is considered to be less risky than ALSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SJCIX	ALSMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.04%	5.82%	-2.78%
Volatility (6M) Calculated over the trailing 6-month period	10.48%	15.24%	-4.76%
Volatility (1Y) Calculated over the trailing 1-year period	13.67%	17.95%	-4.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.80%	1,292.58%	-1,274.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.80%	1,126.70%	-1,108.90%

SJCIX vs. ALSMX - Expense Ratio Comparison

SJCIX has a 0.75% expense ratio, which is lower than ALSMX's 0.96% expense ratio.

Dividends

SJCIX vs. ALSMX - Dividend Comparison

SJCIX's dividend yield for the trailing twelve months is around 5.74%, less than ALSMX's 6.04% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
ALSMX Archer Multi Cap Fund	6.04%	7.16%	3.62%	0.46%	7.12%	1.62%	0.43%
SJCIX Crossmark Steward Large Cap Core Fund	5.74%	6.49%	1.42%	0.74%	0.96%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SJCIX and ALSMX in my portfolio?

SJCIX and ALSMX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SJCIX or ALSMX?

ALSMX has higher volatility (5.82%) compared to SJCIX (3.04%). In terms of maximum drawdown, SJCIX dropped -22.12% vs ALSMX's -97.87%.

Which has better risk-adjusted returns?

SJCIX currently has the higher Sharpe Ratio (1.50 vs 1.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.