TRDFX vs. VSCPX
Compare and contrast key facts about Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX) and Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX).
TRDFX is managed by Crossmark Steward Funds. It was launched on Jan 31, 1952. VSCPX is managed by Vanguard. It was launched on Dec 17, 2010.
Performance
TRDFX vs. VSCPX - Performance Comparison
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TRDFX vs. VSCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | -1.20% | 8.86% | 12.98% | 19.52% | -17.59% | 17.75% | 19.09% | 27.40% | -9.31% | 16.27% |
Returns By Period
In the year-to-date period, TRDFX achieves a -0.08% return, which is significantly higher than VSCPX's -1.20% return. Over the past 10 years, TRDFX has underperformed VSCPX with an annualized return of 8.63%, while VSCPX has yielded a comparatively higher 10.17% annualized return.
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%
VSCPX
- 1D
- -0.97%
- 1M
- -8.08%
- YTD
- -1.20%
- 6M
- 0.60%
- 1Y
- 16.10%
- 3Y*
- 11.87%
- 5Y*
- 5.04%
- 10Y*
- 10.17%
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TRDFX vs. VSCPX - Expense Ratio Comparison
TRDFX has a 0.80% expense ratio, which is higher than VSCPX's 0.03% expense ratio.
Return for Risk
TRDFX vs. VSCPX — Risk / Return Rank
TRDFX
VSCPX
TRDFX vs. VSCPX - 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 Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX). 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 | VSCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.75 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.19 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.16 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.97 | -0.09 |
Martin ratioReturn relative to average drawdown | 3.79 | 4.21 | -0.42 |
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 | VSCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.75 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.24 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.47 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.49 | -0.14 |
Correlation
The correlation between TRDFX and VSCPX is 0.99, 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
TRDFX vs. VSCPX - Dividend Comparison
TRDFX's dividend yield for the trailing twelve months is around 8.77%, more than VSCPX's 1.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.40% | 1.35% | 1.32% | 1.56% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% |
Drawdowns
TRDFX vs. VSCPX - Drawdown Comparison
The maximum TRDFX drawdown since its inception was -61.60%, which is greater than VSCPX's maximum drawdown of -41.81%. Use the drawdown chart below to compare losses from any high point for TRDFX and VSCPX.
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Drawdown Indicators
| TRDFX | VSCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.60% | -41.81% | -19.79% |
Max Drawdown (1Y)Largest decline over 1 year | -14.44% | -14.29% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -29.52% | -28.13% | -1.39% |
Max Drawdown (10Y)Largest decline over 10 years | -45.92% | -41.81% | -4.11% |
Current DrawdownCurrent decline from peak | -8.48% | -8.97% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -13.01% | -6.55% | -6.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 3.29% | +0.07% |
Volatility
TRDFX vs. VSCPX - Volatility Comparison
Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX) and Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) have volatilities of 5.63% and 5.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRDFX | VSCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 5.90% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 11.69% | 12.22% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.26% | 21.62% | -0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.03% | 20.70% | +1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.84% | 21.53% | +1.31% |