SNTCX vs. IVFIX
Compare and contrast key facts about Crossmark Steward International Enhanced Index Fund (SNTCX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX).
SNTCX is managed by Crossmark Steward Funds. It was launched on Feb 28, 2006. IVFIX is managed by Federated. It was launched on Jun 3, 2008.
Performance
SNTCX vs. IVFIX - Performance Comparison
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SNTCX vs. IVFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNTCX Crossmark Steward International Enhanced Index Fund | -1.29% | 33.58% | 8.58% | 17.60% | -11.61% | 10.82% | 4.89% | 18.97% | -13.17% | 23.33% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 5.22% | 31.79% | 1.91% | 11.05% | -2.54% | 11.58% | -1.74% | 20.15% | -11.96% | 14.63% |
Returns By Period
In the year-to-date period, SNTCX achieves a -1.29% return, which is significantly lower than IVFIX's 5.22% return. Over the past 10 years, SNTCX has outperformed IVFIX with an annualized return of 9.10%, while IVFIX has yielded a comparatively lower 7.06% annualized return.
SNTCX
- 1D
- 0.00%
- 1M
- -9.59%
- YTD
- -1.29%
- 6M
- 2.45%
- 1Y
- 20.41%
- 3Y*
- 16.10%
- 5Y*
- 9.10%
- 10Y*
- 9.10%
IVFIX
- 1D
- 0.21%
- 1M
- -6.40%
- YTD
- 5.22%
- 6M
- 10.50%
- 1Y
- 23.17%
- 3Y*
- 13.89%
- 5Y*
- 10.28%
- 10Y*
- 7.06%
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SNTCX vs. IVFIX - Expense Ratio Comparison
SNTCX has a 0.76% expense ratio, which is lower than IVFIX's 0.86% expense ratio.
Return for Risk
SNTCX vs. IVFIX — Risk / Return Rank
SNTCX
IVFIX
SNTCX vs. IVFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward International Enhanced Index Fund (SNTCX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX). 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.
| SNTCX | IVFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.98 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.62 | 2.58 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.41 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 4.08 | -2.67 |
Martin ratioReturn relative to average drawdown | 6.20 | 17.43 | -11.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SNTCX | IVFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.98 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.83 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.49 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.21 | -0.01 |
Correlation
The correlation between SNTCX and IVFIX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SNTCX vs. IVFIX - Dividend Comparison
SNTCX's dividend yield for the trailing twelve months is around 7.97%, more than IVFIX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNTCX Crossmark Steward International Enhanced Index Fund | 7.97% | 7.86% | 18.31% | 4.23% | 3.17% | 4.75% | 3.96% | 2.59% | 2.47% | 2.27% | 2.29% | 4.38% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.14% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
Drawdowns
SNTCX vs. IVFIX - Drawdown Comparison
The maximum SNTCX drawdown since its inception was -60.58%, which is greater than IVFIX's maximum drawdown of -51.49%. Use the drawdown chart below to compare losses from any high point for SNTCX and IVFIX.
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Drawdown Indicators
| SNTCX | IVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.58% | -51.49% | -9.09% |
Max Drawdown (1Y)Largest decline over 1 year | -13.26% | -8.47% | -4.79% |
Max Drawdown (5Y)Largest decline over 5 years | -27.08% | -21.29% | -5.79% |
Max Drawdown (10Y)Largest decline over 10 years | -39.33% | -33.46% | -5.87% |
Current DrawdownCurrent decline from peak | -10.43% | -6.58% | -3.85% |
Average DrawdownAverage peak-to-trough decline | -16.21% | -11.69% | -4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 1.98% | +1.04% |
Volatility
SNTCX vs. IVFIX - Volatility Comparison
Crossmark Steward International Enhanced Index Fund (SNTCX) has a higher volatility of 6.86% compared to Federated Hermes International Strategic Value Dividend Fund (IVFIX) at 4.54%. This indicates that SNTCX's price experiences larger fluctuations and is considered to be riskier than IVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SNTCX | IVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 4.54% | +2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.19% | 8.10% | +3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.66% | 14.63% | +3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 12.96% | +4.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.21% | 14.74% | +3.47% |