LDRAX vs. SBIFX
Compare and contrast key facts about SEI Institutional Investments Trust Long Duration Fund (LDRAX) and Sextant Bond Income Fund (SBIFX).
LDRAX is managed by SEI. It was launched on Apr 20, 2004. SBIFX is managed by Sextant Mutual Funds. It was launched on Feb 28, 1993.
Performance
LDRAX vs. SBIFX - Performance Comparison
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LDRAX vs. SBIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LDRAX SEI Institutional Investments Trust Long Duration Fund | -1.23% | 6.81% | -3.28% | 7.16% | -27.73% | -2.19% | 18.23% | 21.19% | -5.16% | 11.74% |
SBIFX Sextant Bond Income Fund | -0.81% | 7.29% | -0.05% | 5.30% | -17.54% | -2.37% | 8.83% | 10.24% | -1.13% | 5.14% |
Returns By Period
In the year-to-date period, LDRAX achieves a -1.23% return, which is significantly lower than SBIFX's -0.81% return. Over the past 10 years, LDRAX has outperformed SBIFX with an annualized return of 1.61%, while SBIFX has yielded a comparatively lower 1.28% annualized return.
LDRAX
- 1D
- 0.17%
- 1M
- -3.19%
- YTD
- -1.23%
- 6M
- -1.82%
- 1Y
- 1.39%
- 3Y*
- 0.94%
- 5Y*
- -3.27%
- 10Y*
- 1.61%
SBIFX
- 1D
- 0.00%
- 1M
- -2.23%
- YTD
- -0.81%
- 6M
- -0.35%
- 1Y
- 2.87%
- 3Y*
- 2.67%
- 5Y*
- -0.90%
- 10Y*
- 1.28%
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LDRAX vs. SBIFX - Expense Ratio Comparison
LDRAX has a 0.14% expense ratio, which is lower than SBIFX's 0.65% expense ratio.
Return for Risk
LDRAX vs. SBIFX — Risk / Return Rank
LDRAX
SBIFX
LDRAX vs. SBIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Long Duration Fund (LDRAX) and Sextant Bond Income Fund (SBIFX). 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.
| LDRAX | SBIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.65 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.37 | 0.95 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.12 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.01 | -0.51 |
Martin ratioReturn relative to average drawdown | 1.22 | 2.76 | -1.54 |
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
| LDRAX | SBIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.65 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.26 | -0.12 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.19 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.60 | -0.48 |
Correlation
The correlation between LDRAX and SBIFX is 0.88, 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
LDRAX vs. SBIFX - Dividend Comparison
LDRAX's dividend yield for the trailing twelve months is around 4.72%, more than SBIFX's 3.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDRAX SEI Institutional Investments Trust Long Duration Fund | 4.72% | 5.04% | 4.62% | 3.42% | 3.23% | 4.30% | 12.32% | 8.60% | 4.80% | 4.46% | 6.21% | 9.23% |
SBIFX Sextant Bond Income Fund | 3.54% | 3.57% | 3.19% | 2.60% | 2.14% | 2.33% | 2.39% | 2.86% | 3.22% | 3.04% | 2.92% | 3.30% |
Drawdowns
LDRAX vs. SBIFX - Drawdown Comparison
The maximum LDRAX drawdown since its inception was -37.23%, which is greater than SBIFX's maximum drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for LDRAX and SBIFX.
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Drawdown Indicators
| LDRAX | SBIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.23% | -24.98% | -12.25% |
Max Drawdown (1Y)Largest decline over 1 year | -6.13% | -3.39% | -2.74% |
Max Drawdown (5Y)Largest decline over 5 years | -36.35% | -23.64% | -12.71% |
Max Drawdown (10Y)Largest decline over 10 years | -37.23% | -24.98% | -12.25% |
Current DrawdownCurrent decline from peak | -23.78% | -11.04% | -12.74% |
Average DrawdownAverage peak-to-trough decline | -12.31% | -4.06% | -8.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 1.24% | +1.24% |
Volatility
LDRAX vs. SBIFX - Volatility Comparison
SEI Institutional Investments Trust Long Duration Fund (LDRAX) has a higher volatility of 3.47% compared to Sextant Bond Income Fund (SBIFX) at 1.66%. This indicates that LDRAX's price experiences larger fluctuations and is considered to be riskier than SBIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LDRAX | SBIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 1.66% | +1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 5.36% | 3.23% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.17% | 5.68% | +3.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.56% | 7.61% | +4.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.40% | 6.64% | +4.76% |