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Sextant Global High Income Fund (SGHIX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Jun 5, 2026

The fund invests at least 80% of its net assets in a globally diversified portfolio of income-producing debt and equity securities, including preferred stocks, depositary receipts, and high yield bonds ("junk bonds"). The fund normally invests its assets no more than 50% in common stocks, no more than 50% in securities of U.S. issuers, no more than 50% in bonds rated A3 or higher, no more than 33% in securities of emerging market issuers.

Sortino ratio is not yet available for SGHIX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Sextant Global High Income Fund's Sortino Ratio with other mutual funds in the Global Allocation category across multiple time periods, showing how SGHIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
TIBAXThornburg Investment Income Builder Fund6.73
GBFFXGMO Benchmark-Free Fund6.13
GBMFXGMO Benchmark-Free Allocation Fund5.92
GIMFXGMO Implementation Fund5.84
SAWMXSA Worldwide Moderate Growth Fund5.36
HRLYXHartford Real Asset Fund5.28
PGAIXPIMCO Global Core Asset Allocation Fund5.13
PDSYXPrincipal Diversified Select Real Asset Fund4.98
WARAXAllspring Absolute Return Fund4.89
GBATXGMO Strategic Opportunities Allocation Fund4.85
SGHIXSextant Global High Income Fund—

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows SGHIX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when SGHIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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