SNTCX vs. TRDFX
SNTCX (Crossmark Steward International Enhanced Index Fund) and TRDFX (Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund) are both mutual funds - SNTCX is a Foreign Large Cap Equities fund managed by Crossmark Steward Funds, while TRDFX is a Small Cap Blend Equities fund managed by Crossmark Steward Funds. Over the past 10 years, SNTCX returned 10.27%/yr vs 9.78%/yr for TRDFX. A 0.78 correlation means they provide meaningful diversification when combined. SNTCX charges 0.76%/yr vs 0.80%/yr for TRDFX.
Performance
SNTCX vs. TRDFX - Performance Comparison
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Returns By Period
In the year-to-date period, SNTCX achieves a 12.37% return, which is significantly lower than TRDFX's 14.21% return. Both investments have delivered pretty close results over the past 10 years, with SNTCX having a 10.27% annualized return and TRDFX not far behind at 9.78%.
SNTCX
- 1D
- 1.13%
- 1M
- 5.81%
- YTD
- 12.37%
- 6M
- 13.60%
- 1Y
- 29.72%
- 3Y*
- 21.03%
- 5Y*
- 10.33%
- 10Y*
- 10.27%
TRDFX
- 1D
- 0.95%
- 1M
- 3.21%
- YTD
- 14.21%
- 6M
- 14.01%
- 1Y
- 26.70%
- 3Y*
- 14.25%
- 5Y*
- 6.77%
- 10Y*
- 9.78%
SNTCX vs. TRDFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNTCX Crossmark Steward International Enhanced Index Fund | 12.37% | 33.58% | 8.58% | 17.60% | -11.61% | 10.82% | 4.89% | 18.97% | -13.17% | 23.33% |
TRDFX Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund | 14.21% | 5.76% | 9.90% | 15.86% | -14.98% | 26.35% | 10.40% | 21.40% | -12.76% | 13.92% |
Correlation
The correlation between SNTCX and TRDFX is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2006 | 0.78 |
The correlation between SNTCX and TRDFX shifts across timeframes, from 0.68 (1 year) to 0.78 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SNTCX vs. TRDFX — Risk / Return Rank
SNTCX
TRDFX
SNTCX vs. TRDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward International Enhanced Index Fund (SNTCX) and Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX). 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 | TRDFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.32 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.79 | 3.34 | -0.55 |
| Martin ratioReturn relative to average drawdown | 10.46 | 11.62 | -1.15 |
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 | TRDFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 1.80 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.31 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.43 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.36 | -0.13 |
Drawdowns
SNTCX vs. TRDFX - Drawdown Comparison
The maximum SNTCX drawdown since its inception was -60.58%, roughly equal to the maximum TRDFX drawdown of -61.60%. Use the drawdown chart below to compare losses from any high point for SNTCX and TRDFX.
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Drawdown Indicators
| SNTCX | TRDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.58% | -61.60% | +1.02% |
Max Drawdown (1Y)Largest decline over 1 year | -10.60% | -8.55% | -2.05% |
Max Drawdown (3Y)Largest decline over 3 years | -15.26% | -26.32% | +11.06% |
Max Drawdown (5Y)Largest decline over 5 years | -27.08% | -29.52% | +2.44% |
Max Drawdown (10Y)Largest decline over 10 years | -39.33% | -45.92% | +6.59% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -16.09% | -12.97% | -3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.45% | +0.37% |
Volatility
SNTCX vs. TRDFX - Volatility Comparison
Crossmark Steward International Enhanced Index Fund (SNTCX) has a higher volatility of 4.92% compared to Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX) at 4.32%. This indicates that SNTCX's price experiences larger fluctuations and is considered to be riskier than TRDFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SNTCX | TRDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.92% | 4.32% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 12.43% | 11.23% | +1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.88% | 15.88% | -1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 22.00% | -4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 22.86% | -4.60% |
SNTCX vs. TRDFX - Expense Ratio Comparison
SNTCX has a 0.76% expense ratio, which is lower than TRDFX's 0.80% expense ratio.
Dividends
SNTCX vs. TRDFX - Dividend Comparison
SNTCX's dividend yield for the trailing twelve months is around 7.00%, less than TRDFX's 7.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNTCX Crossmark Steward International Enhanced Index Fund | 7.00% | 7.86% | 18.31% | 4.23% | 3.17% | 4.75% | 3.96% | 2.59% | 2.47% | 2.27% | 2.29% | 4.38% |
TRDFX Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund | 7.67% | 8.76% | 6.18% | 4.29% | 28.61% | 13.92% | 4.16% | 3.50% | 15.78% | 7.77% | 3.51% | 13.93% |
Frequently Asked Questions
SNTCX and TRDFX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SNTCX has higher volatility (4.92%) compared to TRDFX (4.32%). In terms of maximum drawdown, SNTCX dropped -60.58% vs TRDFX's -61.60%.
SNTCX currently has the higher Sharpe Ratio (1.99 vs 1.80), 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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