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SJVIX vs. NQCRX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SJVIX vs. NQCRX

Last updated Jun 23, 2026

SJVIX (Crossmark Steward Large Cap Value Fund) and NQCRX (Nuveen Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 3 years, SJVIX returned 19.76%/yr vs 21.89%/yr for NQCRX. Their correlation of 0.92 suggests significant overlap in exposure. SJVIX charges 0.75%/yr vs 0.74%/yr for NQCRX.

Performance

SJVIX vs. NQCRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Crossmark Steward Large Cap Value Fund (SJVIX) and Nuveen Large Cap Value Fund (NQCRX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SJVIX achieves a 13.24% return, which is significantly lower than NQCRX's 17.89% return.

SJVIX

1D
-0.06%
1M
3.09%
YTD
13.24%
6M
11.97%
1Y
27.09%
3Y*
19.76%
5Y*
—
10Y*
—

NQCRX

1D
0.61%
1M
1.54%
YTD
17.89%
6M
17.47%
1Y
37.34%
3Y*
21.89%
5Y*
15.55%
10Y*
14.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SJVIX vs. NQCRX - Yearly Performance Comparison

2026 (YTD)2025202420232022
SJVIX
Crossmark Steward Large Cap Value Fund		13.24%13.50%21.19%13.30%-4.94%
NQCRX
Nuveen Large Cap Value Fund		17.89%22.44%17.74%13.76%0.84%

Correlation

The correlation between SJVIX and NQCRX is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.87

Correlation (3Y)
Calculated over the trailing 3-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Feb 25, 2022

0.92

The correlation between SJVIX and NQCRX has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Crossmark Steward Large Cap Value Fund

Nuveen Large Cap Value Fund

Often compared with SJVIX:
SJVIX vs. SJGIXSJVIX vs. SWLVXSJVIX vs. SJCIXSJVIX vs. SNTCXSJVIX vs. SGISXSJVIX vs. VALAXSJVIX vs. SCJIX
Often compared with NQCRX:
NQCRX vs. VOONQCRX vs. VEIRXNQCRX vs. VEIPXNQCRX vs. MADVXNQCRX vs. GABNQCRX vs. FGINXNQCRX vs. NELIX

Return for Risk

SJVIX vs. NQCRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SJVIX
SJVIX Risk / Return Rank: 5858
Overall Rank
SJVIX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
SJVIX Sortino Ratio Rank: 5858
Sortino Ratio Rank
SJVIX Omega Ratio Rank: 5151
Omega Ratio Rank
SJVIX Calmar Ratio Rank: 6666
Calmar Ratio Rank
SJVIX Martin Ratio Rank: 5959
Martin Ratio Rank
NQCRX
NQCRX Risk / Return Rank: 9292
Overall Rank
NQCRX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
NQCRX Sortino Ratio Rank: 9090
Sortino Ratio Rank
NQCRX Omega Ratio Rank: 8484
Omega Ratio Rank
NQCRX Calmar Ratio Rank: 9797
Calmar Ratio Rank
NQCRX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SJVIX vs. NQCRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Large Cap Value Fund (SJVIX) and Nuveen Large Cap Value Fund (NQCRX). 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.

SJVIXNQCRXDifference
Sharpe ratioReturn per unit of total volatility
2.07
2.96

-0.89

Sortino ratioReturn per unit of downside risk
2.93
4.07

-1.15

Omega ratioGain probability vs. loss probability

1.36

1.52

-0.16

Calmar ratioReturn relative to maximum drawdown

2.97

6.21

-3.24

Martin ratioReturn relative to average drawdown

11.03

22.97

-11.94

SJVIX vs. NQCRX - Sharpe Ratio Comparison

The current SJVIX Sharpe Ratio is 2.07, which is lower than the NQCRX Sharpe Ratio of 2.96. The chart below compares the historical Sharpe Ratios of SJVIX and NQCRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

SJVIX vs. NQCRX - Drawdown Comparison

The maximum SJVIX drawdown since its inception was -20.27%, smaller than the maximum NQCRX drawdown of -57.85%. Use the drawdown chart below to compare losses from any high point for SJVIX and NQCRX.

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Drawdown Indicators

SJVIXNQCRXDifference

Max Drawdown

Largest peak-to-trough decline

-20.27%

-57.85%

+37.58%

Max Drawdown (1Y)

Largest decline over 1 year

-9.19%

-6.07%

-3.12%

Max Drawdown (3Y)

Largest decline over 3 years

-17.68%

-17.21%

-0.47%

Max Drawdown (5Y)

Largest decline over 5 years

—

-17.61%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-41.84%

—

Current Drawdown

Current decline from peak

-1.19%

-0.45%

-0.74%

Average Drawdown

Average peak-to-trough decline

-4.72%

-9.99%

+5.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.47%

1.63%

+0.84%

Volatility

SJVIX vs. NQCRX - Volatility Comparison

Crossmark Steward Large Cap Value Fund (SJVIX) and Nuveen Large Cap Value Fund (NQCRX) have volatilities of 4.35% and 4.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SJVIXNQCRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.35%

4.43%

-0.08%

Volatility (6M)

Calculated over the trailing 6-month period

10.38%

9.95%

+0.43%

Volatility (1Y)

Calculated over the trailing 1-year period

13.22%

12.74%

+0.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.59%

15.64%

+0.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.59%

18.94%

-2.35%

SJVIX vs. NQCRX - Expense Ratio Comparison

SJVIX has a 0.75% expense ratio, which is higher than NQCRX's 0.74% expense ratio.

Dividends

SJVIX vs. NQCRX - Dividend Comparison

SJVIX's dividend yield for the trailing twelve months is around 6.10%, less than NQCRX's 6.19% yield.

PositionTTM20252024202320222021202020192018201720162015
NQCRX
Nuveen Large Cap Value Fund		6.19%7.30%6.82%2.22%4.63%20.85%17.95%26.88%34.12%27.42%10.74%61.01%
SJVIX
Crossmark Steward Large Cap Value Fund		6.10%6.91%8.41%1.44%1.72%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

SJVIX and NQCRX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NQCRX has higher volatility (4.43%) compared to SJVIX (4.35%). In terms of maximum drawdown, SJVIX dropped -20.27% vs NQCRX's -57.85%.

NQCRX currently has the higher Sharpe Ratio (2.96 vs 2.07), 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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