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SNTCX vs. TRDFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SNTCX vs. TRDFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Crossmark Steward International Enhanced Index Fund (SNTCX) and Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX). The values are adjusted to include any dividend payments, if applicable.

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SNTCX vs. TRDFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
TRDFX
Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund
-0.08%5.76%9.90%15.86%-14.98%26.35%10.40%21.40%-12.76%13.92%

Returns By Period

In the year-to-date period, SNTCX achieves a -1.29% return, which is significantly lower than TRDFX's -0.08% return. Over the past 10 years, SNTCX has outperformed TRDFX with an annualized return of 9.10%, while TRDFX has yielded a comparatively lower 8.63% 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%

TRDFX

1D
-0.82%
1M
-7.50%
YTD
-0.08%
6M
1.28%
1Y
14.71%
3Y*
9.20%
5Y*
4.69%
10Y*
8.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SNTCX vs. TRDFX - Expense Ratio Comparison

SNTCX has a 0.76% expense ratio, which is lower than TRDFX's 0.80% expense ratio.


Return for Risk

SNTCX vs. TRDFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SNTCX
SNTCX Risk / Return Rank: 6363
Overall Rank
SNTCX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
SNTCX Sortino Ratio Rank: 6363
Sortino Ratio Rank
SNTCX Omega Ratio Rank: 6262
Omega Ratio Rank
SNTCX Calmar Ratio Rank: 6060
Calmar Ratio Rank
SNTCX Martin Ratio Rank: 6565
Martin Ratio Rank

TRDFX
TRDFX Risk / Return Rank: 3232
Overall Rank
TRDFX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
TRDFX Sortino Ratio Rank: 3232
Sortino Ratio Rank
TRDFX Omega Ratio Rank: 2929
Omega Ratio Rank
TRDFX Calmar Ratio Rank: 3131
Calmar Ratio Rank
TRDFX Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


SNTCXTRDFXDifference

Sharpe ratio

Return per unit of total volatility

1.15

0.71

+0.45

Sortino ratio

Return per unit of downside risk

1.62

1.13

+0.49

Omega ratio

Gain probability vs. loss probability

1.24

1.15

+0.08

Calmar ratio

Return relative to maximum drawdown

1.41

0.88

+0.53

Martin ratio

Return relative to average drawdown

6.20

3.79

+2.41

SNTCX vs. TRDFX - Sharpe Ratio Comparison

The current SNTCX Sharpe Ratio is 1.15, which is higher than the TRDFX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of SNTCX and TRDFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SNTCXTRDFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.15

0.71

+0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.21

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.38

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.35

-0.15

Correlation

The correlation between SNTCX and TRDFX is 0.78, 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. TRDFX - Dividend Comparison

SNTCX's dividend yield for the trailing twelve months is around 7.97%, less than TRDFX's 8.77% yield.


TTM20252024202320222021202020192018201720162015
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%
TRDFX
Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund
8.77%8.76%6.18%4.29%28.61%13.92%4.16%3.50%15.78%7.77%3.51%13.93%

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


SNTCXTRDFXDifference

Max Drawdown

Largest peak-to-trough decline

-60.58%

-61.60%

+1.02%

Max Drawdown (1Y)

Largest decline over 1 year

-13.26%

-14.44%

+1.18%

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 Drawdown

Current decline from peak

-10.43%

-8.48%

-1.95%

Average Drawdown

Average peak-to-trough decline

-16.21%

-13.01%

-3.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.02%

3.36%

-0.34%

Volatility

SNTCX vs. TRDFX - Volatility Comparison

Crossmark Steward International Enhanced Index Fund (SNTCX) has a higher volatility of 6.86% compared to Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX) at 5.63%. 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


SNTCXTRDFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.86%

5.63%

+1.23%

Volatility (6M)

Calculated over the trailing 6-month period

11.19%

11.69%

-0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

17.66%

21.26%

-3.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.12%

22.03%

-4.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.21%

22.84%

-4.63%