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ASDVX vs. STBFX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ASDVX vs. STBFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Short Duration Strategic Income Fund (ASDVX) and Sextant Short Term Bond Fund (STBFX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


ASDVX

1D
-0.11%
1M
0.27%
YTD
1.08%
6M
1.60%
1Y
4.76%
3Y*
5.74%
5Y*
2.43%
10Y*
3.05%

STBFX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ASDVX vs. STBFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ASDVX
American Century Short Duration Strategic Income Fund
1.08%6.30%5.60%5.78%-6.48%1.86%5.47%5.23%0.27%2.81%
STBFX
Sextant Short Term Bond Fund
0.28%4.92%3.87%3.79%-4.16%-1.09%3.42%4.03%1.09%0.50%

Correlation

The correlation between ASDVX and STBFX is 0.52, 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

0.52

Correlation (3Y)
Calculated over the trailing 3-year period

0.61

Correlation (5Y)
Calculated over the trailing 5-year period

0.62

Correlation (10Y)
Calculated over the trailing 10-year period

0.53

Correlation (All Time)
Calculated using the full available price history since Jul 30, 2014

0.46

The correlation between ASDVX and STBFX shifts across timeframes, from 0.46 (all time) to 0.62 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

ASDVX vs. STBFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ASDVX
ASDVX Risk / Return Rank: 8484
Overall Rank
ASDVX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
ASDVX Sortino Ratio Rank: 9494
Sortino Ratio Rank
ASDVX Omega Ratio Rank: 8888
Omega Ratio Rank
ASDVX Calmar Ratio Rank: 8080
Calmar Ratio Rank
ASDVX Martin Ratio Rank: 8585
Martin Ratio Rank

STBFX
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ASDVX vs. STBFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Short Duration Strategic Income Fund (ASDVX) and Sextant Short Term Bond Fund (STBFX). 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.


ASDVXSTBFXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.63

Calmar ratioReturn relative to maximum drawdown

3.51

Martin ratioReturn relative to average drawdown

15.66

ASDVX vs. STBFX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ASDVXSTBFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.40

Sharpe Ratio (All Time)

Calculated using the full available price history

1.19

Drawdowns

ASDVX vs. STBFX - Drawdown Comparison


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Drawdown Indicators


ASDVXSTBFXDifference

Max Drawdown

Largest peak-to-trough decline

-8.41%

Max Drawdown (1Y)

Largest decline over 1 year

-1.43%

Max Drawdown (3Y)

Largest decline over 3 years

-1.43%

Max Drawdown (5Y)

Largest decline over 5 years

-8.41%

Max Drawdown (10Y)

Largest decline over 10 years

-8.41%

Current Drawdown

Current decline from peak

-0.11%

Average Drawdown

Average peak-to-trough decline

-1.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.32%

Volatility

ASDVX vs. STBFX - Volatility Comparison


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Volatility by Period


ASDVXSTBFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.57%

Volatility (6M)

Calculated over the trailing 6-month period

1.47%

Volatility (1Y)

Calculated over the trailing 1-year period

2.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.18%

ASDVX vs. STBFX - Expense Ratio Comparison

ASDVX has a 0.53% expense ratio, which is lower than STBFX's 0.60% expense ratio.


Dividends

ASDVX vs. STBFX - Dividend Comparison

ASDVX's dividend yield for the trailing twelve months is around 4.78%, more than STBFX's 2.61% yield.


PositionTTM20252024202320222021202020192018201720162015
ASDVX
American Century Short Duration Strategic Income Fund
4.78%4.86%5.09%4.78%2.42%3.20%2.59%2.86%2.84%2.36%2.72%3.50%
STBFX
Sextant Short Term Bond Fund
2.61%3.17%2.77%1.84%1.04%1.07%1.60%1.75%1.47%1.30%1.06%1.07%

Frequently Asked Questions


ASDVX and STBFX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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