SJVIX vs. SJGIX
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 19.76%/yr vs 20.54%/yr for SJGIX. A 0.78 correlation means they provide meaningful diversification when combined. Both charge a 0.75% expense ratio.
Performance
SJVIX vs. SJGIX - Performance Comparison
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Returns By Period
In the year-to-date period, SJVIX achieves a 13.24% return, which is significantly higher than SJGIX's 8.27% return.
SJVIX
- 1D
- -0.06%
- 1M
- 3.09%
- YTD
- 13.24%
- 6M
- 11.97%
- 1Y
- 27.09%
- 3Y*
- 19.76%
- 5Y*
- —
- 10Y*
- —
SJGIX
- 1D
- 0.98%
- 1M
- -0.21%
- YTD
- 8.27%
- 6M
- 7.21%
- 1Y
- 19.64%
- 3Y*
- 20.54%
- 5Y*
- —
- 10Y*
- —
SJVIX vs. SJGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SJVIX Crossmark Steward Large Cap Value Fund | 13.24% | 13.50% | 21.19% | 13.30% | -4.94% |
SJGIX Crossmark Steward Large Cap Growth Fund | 8.27% | 10.22% | 30.89% | 35.65% | -11.54% |
Correlation
The correlation between SJVIX and SJGIX is 0.72, 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 | 0.72 |
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 | 0.78 |
The correlation between SJVIX and SJGIX has been stable across timeframes, ranging from 0.71 to 0.78 - a consistent structural relationship.
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Return for Risk
SJVIX vs. SJGIX — Risk / Return Rank
SJVIX
SJGIX
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 ratioReturn per unit of total volatility | +0.85 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.22 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 1.55 | +1.43 |
| Martin ratioReturn relative to average drawdown | 11.03 | 5.67 | +5.36 |
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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.
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Drawdown Indicators
| SJVIX | SJGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -1.19% | -2.60% | +1.41% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -6.32% | +1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 3.38% | -0.91% |
Volatility
SJVIX vs. SJGIX - Volatility Comparison
The current volatility for Crossmark Steward Large Cap Value Fund (SJVIX) is 4.35%, while Crossmark Steward Large Cap Growth Fund (SJGIX) has a volatility of 5.34%. 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.
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Volatility by Period
| SJVIX | SJGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 5.34% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 10.38% | 12.73% | -2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.22% | 15.78% | -2.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 20.50% | -3.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.59% | 20.50% | -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 6.10%, less than SJGIX's 7.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
SJGIX Crossmark Steward Large Cap Growth Fund | 7.98% | 8.64% | 6.72% | 0.39% | 0.41% |
SJVIX Crossmark Steward Large Cap Value Fund | 6.10% | 6.91% | 8.41% | 1.44% | 1.72% |
Frequently Asked Questions
SJVIX and SJGIX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SJGIX has higher volatility (5.34%) compared to SJVIX (4.35%). In terms of maximum drawdown, SJVIX dropped -20.27% vs SJGIX's -24.53%.
SJVIX currently has the higher Sharpe Ratio (2.07 vs 1.22), 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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