SJVIX vs. SCJIX
SJVIX (Crossmark Steward Large Cap Value Fund) and SCJIX (Crossmark Steward Covered Call Income Fund) are both mutual funds - SJVIX is a Large Cap Value Equities fund managed by Crossmark Steward Funds, while SCJIX is a Derivative Income fund managed by Crossmark Steward Funds. Over the past 3 years, SJVIX returned 19.34%/yr vs 11.98%/yr for SCJIX. Their correlation of 0.83 means they have usually moved in the same direction. SJVIX charges 0.75%/yr vs 1.00%/yr for SCJIX.
Performance
SJVIX vs. SCJIX - Performance Comparison
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Returns By Period
In the year-to-date period, SJVIX achieves a 17.47% return, which is significantly higher than SCJIX's 2.08% return.
SJVIX
- 1D
- 0.94%
- 1M
- 3.25%
- 6M
- 14.57%
- YTD
- 17.47%
- 1Y
- 30.33%
- 3Y*
- 19.34%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.34%
SCJIX
- 1D
- 1.37%
- 1M
- -1.10%
- 6M
- 1.89%
- YTD
- 2.08%
- 1Y
- 11.37%
- 3Y*
- 11.98%
- 5Y*
- 8.46%
- 10Y*
- —
- ALL TIME*
- 9.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SJVIX vs. SCJIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SJVIX Crossmark Steward Large Cap Value Fund | 17.47% | 13.50% | 21.19% | 13.30% | -4.94% |
SCJIX Crossmark Steward Covered Call Income Fund | 2.08% | 13.28% | 16.96% | 19.43% | -5.72% |
Correlation
The correlation between SJVIX and SCJIX is 0.76, 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. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.83 |
The correlation between SJVIX and SCJIX has been stable across timeframes, ranging from 0.76 to 0.83 - a consistent structural relationship.
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Return for Risk
SJVIX vs. SCJIX — Risk / Return Rank
SJVIX
SCJIX
SJVIX vs. SCJIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Large Cap Value Fund (SJVIX) and Crossmark Steward Covered Call Income Fund (SCJIX). 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.
| SJVIX | SCJIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.00 | ||
| Sortino ratioReturn per unit of downside risk | +1.39 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.20 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 1.16 | +1.81 |
| Martin ratioReturn relative to average drawdown | 11.39 | 4.82 | +6.58 |
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Drawdowns
SJVIX vs. SCJIX - Drawdown Comparison
The maximum SJVIX drawdown since its inception was -20.27%, smaller than the maximum SCJIX drawdown of -29.38%. Use the drawdown chart below to compare losses from any high point for SJVIX and SCJIX.
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Drawdown Indicators
| SJVIX | SCJIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.27% | -29.38% | +9.11% |
Max Drawdown (1Y)Largest decline over 1 year | -9.19% | -8.52% | -0.67% |
Max Drawdown (3Y)Largest decline over 3 years | -17.68% | -15.56% | -2.12% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.12% | — |
Current DrawdownCurrent decline from peak | -0.31% | -2.17% | +1.86% |
Average DrawdownAverage peak-to-trough decline | -4.62% | -3.58% | -1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.05% | +0.35% |
Volatility
SJVIX vs. SCJIX - Volatility Comparison
Crossmark Steward Large Cap Value Fund (SJVIX) and Crossmark Steward Covered Call Income Fund (SCJIX) have volatilities of 3.03% and 3.12%, 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
| SJVIX | SCJIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 3.12% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.25% | 7.83% | +2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.18% | 9.28% | +3.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | 12.60% | +3.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.47% | 14.83% | +1.64% |
SJVIX vs. SCJIX - Expense Ratio Comparison
SJVIX has a 0.75% expense ratio, which is lower than SCJIX's 1.00% expense ratio.
Dividends
SJVIX vs. SCJIX - Dividend Comparison
SJVIX's dividend yield for the trailing twelve months is around 5.88%, less than SCJIX's 8.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
SCJIX Crossmark Steward Covered Call Income Fund | 8.83% | 9.18% | 12.61% | 8.45% | 9.53% | 25.39% | 15.45% | 7.00% | 10.68% |
SJVIX Crossmark Steward Large Cap Value Fund | 5.88% | 6.91% | 8.41% | 1.44% | 1.72% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SJVIX and SCJIX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCJIX has higher volatility (3.12%) compared to SJVIX (3.03%). In terms of maximum drawdown, SJVIX dropped -20.27% vs SCJIX's -29.38%.
SJVIX currently has the higher Sharpe Ratio (2.07 vs 1.07), 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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