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Sextant Short Term Bond Fund (STBFX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Aug 1, 2026

The fund invests at least 80% of its assets in short-term bonds, including corporate and government bonds. Under normal circumstances, the fund's dollar-weighted average maturity does not exceed three years. It invests at least 65% of net assets in bonds rated within the three highest grades (AAA, AA, or A); and may not invest in a bond rated at the time of purchase below the fourth-highest grade (BBB).

Sortino ratio is not yet available for STBFX. 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 Short Term Bond Fund's Sortino Ratio with other mutual funds in the Short-Term Bond category across multiple time periods, showing how STBFX'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 Aug 1, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
DFCFXDFA Two-Year Fixed Income Portfolio11.94
DHEIXDiamond Hill Short Duration Securitized Bond Fund Class I7.93
GPICXGuidepathConservative Income Fund7.80
BATAXBlackRock Allocation Target Shares Series A Portfolio7.11
DHEAXDiamond Hill Short Duration Securitized Bond Fund6.61
HOBEXHolbrook Income Fund6.29
DLDFXDestinations Low Duration Fixed Income Fund5.57
DFEQXDFA Short-Term Extended Quality Portfolio5.29
DBLSXDoubleLine Low Duration Bond Fund5.06
WEFIXWeitz Short Duration Income Fund4.93
STBFXSextant Short Term Bond Fund—
Benchmark

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Time Period

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Historical Sortino Ratio

The chart shows STBFX'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 STBFX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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