TRDFX vs. SNTCX
TRDFX (Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund) and SNTCX (Crossmark Steward International Enhanced Index Fund) are both mutual funds - TRDFX is a Small Cap Blend Equities fund managed by Crossmark Steward Funds, while SNTCX is a Foreign Large Cap Equities fund managed by Crossmark Steward Funds. Over the past 10 years, TRDFX returned 9.78%/yr vs 10.27%/yr for SNTCX. A 0.78 correlation means they provide meaningful diversification when combined. TRDFX charges 0.80%/yr vs 0.76%/yr for SNTCX.
Performance
TRDFX vs. SNTCX - Performance Comparison
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Returns By Period
In the year-to-date period, TRDFX achieves a 14.21% return, which is significantly higher than SNTCX's 12.37% return. Over the past 10 years, TRDFX has underperformed SNTCX with an annualized return of 9.78%, while SNTCX has yielded a comparatively higher 10.27% annualized return.
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
- 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 vs. SNTCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Correlation
The correlation between TRDFX and SNTCX 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 TRDFX and SNTCX 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
TRDFX vs. SNTCX — Risk / Return Rank
TRDFX
SNTCX
TRDFX vs. SNTCX - 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 International Enhanced Index Fund (SNTCX). 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.
| TRDFX | SNTCX | 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 | 1.32 | 1.36 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.34 | 2.79 | +0.55 |
| Martin ratioReturn relative to average drawdown | 11.62 | 10.46 | +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
| TRDFX | SNTCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.99 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.60 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.56 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.23 | +0.13 |
Drawdowns
TRDFX vs. SNTCX - Drawdown Comparison
The maximum TRDFX drawdown since its inception was -61.60%, roughly equal to the maximum SNTCX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for TRDFX and SNTCX.
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Drawdown Indicators
| TRDFX | SNTCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.60% | -60.58% | -1.02% |
Max Drawdown (1Y)Largest decline over 1 year | -8.55% | -10.60% | +2.05% |
Max Drawdown (3Y)Largest decline over 3 years | -26.32% | -15.26% | -11.06% |
Max Drawdown (5Y)Largest decline over 5 years | -29.52% | -27.08% | -2.44% |
Max Drawdown (10Y)Largest decline over 10 years | -45.92% | -39.33% | -6.59% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -12.97% | -16.09% | +3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 2.82% | -0.37% |
Volatility
TRDFX vs. SNTCX - Volatility Comparison
The current volatility for Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX) is 4.32%, while Crossmark Steward International Enhanced Index Fund (SNTCX) has a volatility of 4.92%. This indicates that TRDFX experiences smaller price fluctuations and is considered to be less risky than SNTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRDFX | SNTCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 4.92% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 12.43% | -1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.88% | 14.88% | +1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.00% | 17.33% | +4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.86% | 18.26% | +4.60% |
TRDFX vs. SNTCX - Expense Ratio Comparison
TRDFX has a 0.80% expense ratio, which is higher than SNTCX's 0.76% expense ratio.
Dividends
TRDFX vs. SNTCX - Dividend Comparison
TRDFX's dividend yield for the trailing twelve months is around 7.67%, more than SNTCX's 7.00% 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
TRDFX and SNTCX 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, TRDFX dropped -61.60% vs SNTCX's -60.58%.
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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