TRDFX vs. SJCIX
TRDFX (Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund) and SJCIX (Crossmark Steward Large Cap Core Fund) are both mutual funds - TRDFX is a Small Cap Blend Equities fund managed by Crossmark Steward Funds, while SJCIX is a Large Cap Blend Equities fund managed by Crossmark Steward Funds. Over the past 3 years, TRDFX returned 11.50%/yr vs 18.13%/yr for SJCIX. Their correlation of 0.88 means they have usually moved in the same direction. TRDFX charges 0.80%/yr vs 0.75%/yr for SJCIX.
Performance
TRDFX vs. SJCIX - Performance Comparison
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Returns By Period
In the year-to-date period, TRDFX achieves a 15.79% return, which is significantly higher than SJCIX's 13.04% return.
TRDFX
- 1D
- 0.79%
- 1M
- -0.99%
- 6M
- 10.84%
- YTD
- 15.79%
- 1Y
- 25.59%
- 3Y*
- 11.50%
- 5Y*
- 7.05%
- 10Y*
- 9.44%
- ALL TIME*
- 6.40%
SJCIX
- 1D
- 1.12%
- 1M
- 2.85%
- 6M
- 11.78%
- YTD
- 13.04%
- 1Y
- 23.04%
- 3Y*
- 18.13%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TRDFX vs. SJCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
TRDFX Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund | 15.79% | 5.76% | 9.90% | 15.86% | -5.47% |
SJCIX Crossmark Steward Large Cap Core Fund | 13.04% | 10.93% | 23.23% | 24.01% | -7.99% |
Correlation
The correlation between TRDFX and SJCIX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.88 |
The correlation between TRDFX and SJCIX has been stable across timeframes, ranging from 0.82 to 0.88 - a consistent structural relationship.
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Return for Risk
TRDFX vs. SJCIX — Risk / Return Rank
TRDFX
SJCIX
TRDFX vs. SJCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX) and Crossmark Steward Large Cap Core Fund (SJCIX). 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.
| TRDFX | SJCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 2.08 | +0.54 |
| Martin ratioReturn relative to average drawdown | 9.09 | 8.35 | +0.74 |
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Drawdowns
TRDFX vs. SJCIX - Drawdown Comparison
The maximum TRDFX drawdown since its inception was -61.60%, which is greater than SJCIX's maximum drawdown of -22.12%. Use the drawdown chart below to compare losses from any high point for TRDFX and SJCIX.
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Drawdown Indicators
| TRDFX | SJCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.60% | -22.12% | -39.48% |
Max Drawdown (1Y)Largest decline over 1 year | -8.55% | -9.86% | +1.31% |
Max Drawdown (3Y)Largest decline over 3 years | -26.32% | -20.47% | -5.85% |
Max Drawdown (5Y)Largest decline over 5 years | -29.52% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -45.92% | — | — |
Current DrawdownCurrent decline from peak | -2.44% | 0.00% | -2.44% |
Average DrawdownAverage peak-to-trough decline | -12.92% | -5.43% | -7.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 2.45% | +0.02% |
Volatility
TRDFX vs. SJCIX - Volatility Comparison
Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX) has a higher volatility of 3.44% compared to Crossmark Steward Large Cap Core Fund (SJCIX) at 3.04%. This indicates that TRDFX's price experiences larger fluctuations and is considered to be riskier than SJCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRDFX | SJCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 3.04% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 11.40% | 10.48% | +0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 13.67% | +2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.92% | 17.80% | +4.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.79% | 17.80% | +4.99% |
TRDFX vs. SJCIX - Expense Ratio Comparison
TRDFX has a 0.80% expense ratio, which is higher than SJCIX's 0.75% expense ratio.
Dividends
TRDFX vs. SJCIX - Dividend Comparison
TRDFX's dividend yield for the trailing twelve months is around 7.57%, more than SJCIX's 5.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJCIX Crossmark Steward Large Cap Core Fund | 5.74% | 6.49% | 1.42% | 0.74% | 0.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRDFX Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund | 7.57% | 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
TRDFX and SJCIX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TRDFX has higher volatility (3.44%) compared to SJCIX (3.04%). In terms of maximum drawdown, TRDFX dropped -61.60% vs SJCIX's -22.12%.
SJCIX currently has the higher Sharpe Ratio (1.50 vs 1.40), 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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