SJVIX vs. SJGIX

Last updated Aug 1, 2026

SJVIX (Crossmark Steward Large Cap Value Fund) and SJGIX (Crossmark Steward Large Cap Growth Fund) are both mutual funds - SJVIX is a Large Cap Value Equities fund managed by Crossmark Steward Funds, while SJGIX is a Large Cap Growth Equities fund managed by Crossmark Steward Funds. Over the past 3 years, SJVIX returned 19.34%/yr vs 19.11%/yr for SJGIX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.75% expense ratio.

Performance

SJVIX vs. SJGIX - Performance Comparison

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

Returns By Period

In the year-to-date period, SJVIX achieves a 17.47% return, which is significantly higher than SJGIX's 9.48% 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%

SJGIX

• 1D: 1.83%
• 1M: 0.73%
• 6M: 9.90%
• YTD: 9.48%
• 1Y: 15.67%
• 3Y*: 19.11%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 15.53%

*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)
SJGIX Crossmark Steward Large Cap Growth Fund	$0.00	$0.00	$0.00
SJVIX Crossmark Steward Large Cap Value Fund	$0.00	$0.00	$0.00

SJVIX vs. SJGIX - 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%
SJGIX Crossmark Steward Large Cap Growth Fund	9.48%	10.22%	30.89%	35.65%	-11.54%

Correlation

The correlation between SJVIX and SJGIX is 0.69, 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.	0.69
Correlation (3Y) Balances recent behavior with more history.	0.70
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022	0.77

The correlation between SJVIX and SJGIX has been stable across timeframes, ranging from 0.69 to 0.77 - a consistent structural relationship.

Return for Risk

SJVIX vs. SJGIX — Risk / Return Rank

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

SJVIX

SJVIX Risk / Return Rank: 83
SJVIX Sharpe Ratio Rank: 84
SJVIX Sortino Ratio Rank: 82
SJVIX Omega Ratio Rank: 78
SJVIX Calmar Ratio Rank: 85
SJVIX Martin Ratio Rank: 87

SJGIX

SJGIX Risk / Return Rank: 21
SJGIX Sharpe Ratio Rank: 20
SJGIX Sortino Ratio Rank: 19
SJGIX Omega Ratio Rank: 20
SJGIX Calmar Ratio Rank: 20
SJGIX Martin Ratio Rank: 25

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.

SJVIX vs. SJGIX - 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 Large Cap Growth Fund (SJGIX). 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	SJGIX	Difference
Sharpe ratio: Return per unit of total volatility	2.07	0.79	+1.29
Sortino ratio: Return per unit of downside risk	2.93	1.16	+1.77
Omega ratio: Gain probability vs. loss probability	1.36	1.14	+0.22
Calmar ratio: Return relative to maximum drawdown	2.97	1.03	+1.94
Martin ratio: Return relative to average drawdown	11.39	3.67	+7.72

SJVIX vs. SJGIX - Sharpe Ratio Comparison

The current SJVIX Sharpe Ratio is 2.07, which is higher than the SJGIX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of SJVIX and SJGIX, 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

SJVIX vs. SJGIX - Drawdown Comparison

The maximum SJVIX drawdown since its inception was -20.27%, smaller than the maximum SJGIX drawdown of -24.53%. Use the drawdown chart below to compare losses from any high point for SJVIX and SJGIX.

Drawdown Indicators

	SJVIX	SJGIX	Difference
Max Drawdown Largest peak-to-trough decline	-20.27%	-24.53%	+4.26%
Max Drawdown (1Y) Largest decline over 1 year	-9.19%	-12.41%	+3.22%
Max Drawdown (3Y) Largest decline over 3 years	-17.68%	-22.33%	+4.65%
Current Drawdown Current decline from peak	-0.31%	-1.99%	+1.68%
Average Drawdown Average peak-to-trough decline	-4.62%	-6.22%	+1.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.40%	3.48%	-1.08%

Volatility

SJVIX vs. SJGIX - Volatility Comparison

The current volatility for Crossmark Steward Large Cap Value Fund (SJVIX) is 3.03%, while Crossmark Steward Large Cap Growth Fund (SJGIX) has a volatility of 4.24%. This indicates that SJVIX experiences smaller price fluctuations and is considered to be less risky than SJGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SJVIX	SJGIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.03%	4.24%	-1.21%
Volatility (6M) Calculated over the trailing 6-month period	10.25%	12.88%	-2.63%
Volatility (1Y) Calculated over the trailing 1-year period	13.18%	16.27%	-3.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.47%	20.38%	-3.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.47%	20.38%	-3.91%

SJVIX vs. SJGIX - Expense Ratio Comparison

Both SJVIX and SJGIX have an expense ratio of 0.75%.

Dividends

SJVIX vs. SJGIX - Dividend Comparison

SJVIX's dividend yield for the trailing twelve months is around 5.88%, less than SJGIX's 7.90% yield.

Position	TTM	2025	2024	2023	2022
SJGIX Crossmark Steward Large Cap Growth Fund	7.90%	8.64%	6.72%	0.39%	0.41%
SJVIX Crossmark Steward Large Cap Value Fund	5.88%	6.91%	8.41%	1.44%	1.72%

Frequently Asked Questions

Can I hold both SJVIX and SJGIX in my portfolio?

SJVIX and SJGIX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SJVIX or SJGIX?

SJGIX has higher volatility (4.24%) compared to SJVIX (3.03%). In terms of maximum drawdown, SJVIX dropped -20.27% vs SJGIX's -24.53%.

Which has better risk-adjusted returns?

SJVIX currently has the higher Sharpe Ratio (2.07 vs 0.79), 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.