SJGIX vs. SJVIX
SJGIX (Crossmark Steward Large Cap Growth Fund) and SJVIX (Crossmark Steward Large Cap Value Fund) are both mutual funds - SJGIX is a Large Cap Growth Equities fund managed by Crossmark Steward Funds, while SJVIX is a Large Cap Value Equities fund managed by Crossmark Steward Funds. Over the past 3 years, SJGIX returned 20.73%/yr vs 20.89%/yr for SJVIX. A 0.77 correlation means they provide meaningful diversification when combined. Both charge a 0.75% expense ratio.
Performance
SJGIX vs. SJVIX - Performance Comparison
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Returns By Period
In the year-to-date period, SJGIX achieves a 7.44% return, which is significantly lower than SJVIX's 13.87% return.
SJGIX
- 1D
- -0.76%
- 1M
- -0.97%
- YTD
- 7.44%
- 6M
- 5.79%
- 1Y
- 17.51%
- 3Y*
- 20.73%
- 5Y*
- —
- 10Y*
- —
SJVIX
- 1D
- 0.56%
- 1M
- 3.66%
- YTD
- 13.87%
- 6M
- 12.56%
- 1Y
- 26.69%
- 3Y*
- 20.89%
- 5Y*
- —
- 10Y*
- —
SJGIX vs. SJVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SJGIX Crossmark Steward Large Cap Growth Fund | 7.44% | 10.22% | 30.89% | 35.65% | -11.54% |
SJVIX Crossmark Steward Large Cap Value Fund | 13.87% | 13.50% | 21.19% | 13.30% | -4.94% |
Correlation
The correlation between SJGIX and SJVIX is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.77 |
The correlation between SJGIX and SJVIX has been stable across timeframes, ranging from 0.71 to 0.77 - a consistent structural relationship.
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Return for Risk
SJGIX vs. SJVIX — Risk / Return Rank
SJGIX
SJVIX
SJGIX vs. SJVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Large Cap Growth Fund (SJGIX) and Crossmark Steward Large Cap Value Fund (SJVIX). 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.
| SJGIX | SJVIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.37 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | 3.04 | -1.52 |
| Martin ratioReturn relative to average drawdown | 5.55 | 11.26 | -5.71 |
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Drawdowns
SJGIX vs. SJVIX - Drawdown Comparison
The maximum SJGIX drawdown since its inception was -24.53%, which is greater than SJVIX's maximum drawdown of -20.27%. Use the drawdown chart below to compare losses from any high point for SJGIX and SJVIX.
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Drawdown Indicators
| SJGIX | SJVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.53% | -20.27% | -4.26% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -9.19% | -3.22% |
Max Drawdown (3Y)Largest decline over 3 years | -22.33% | -17.68% | -4.65% |
Current DrawdownCurrent decline from peak | -3.35% | -0.64% | -2.71% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -4.72% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 2.47% | +0.91% |
Volatility
SJGIX vs. SJVIX - Volatility Comparison
Crossmark Steward Large Cap Growth Fund (SJGIX) has a higher volatility of 5.23% compared to Crossmark Steward Large Cap Value Fund (SJVIX) at 4.19%. This indicates that SJGIX's price experiences larger fluctuations and is considered to be riskier than SJVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SJGIX | SJVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 4.19% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 12.63% | 10.39% | +2.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.82% | 13.25% | +2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.49% | 16.59% | +3.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 16.59% | +3.90% |
SJGIX vs. SJVIX - Expense Ratio Comparison
Both SJGIX and SJVIX have an expense ratio of 0.75%.
Dividends
SJGIX vs. SJVIX - Dividend Comparison
SJGIX's dividend yield for the trailing twelve months is around 8.04%, more than SJVIX's 6.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
SJGIX Crossmark Steward Large Cap Growth Fund | 8.04% | 8.64% | 6.72% | 0.39% | 0.41% |
SJVIX Crossmark Steward Large Cap Value Fund | 6.06% | 6.91% | 8.41% | 1.44% | 1.72% |
Frequently Asked Questions
SJGIX and SJVIX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SJGIX has higher volatility (5.23%) compared to SJVIX (4.19%). In terms of maximum drawdown, SJGIX dropped -24.53% vs SJVIX's -20.27%.
SJVIX currently has the higher Sharpe Ratio (2.11 vs 1.19), 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.
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