POIIX vs. SSIFX
POIIX (Polen International Growth Fund) and SSIFX (Sextant International Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, POIIX returned -3.72%/yr vs 7.29%/yr for SSIFX. Their correlation of 0.85 means they have usually moved in the same direction. POIIX charges 1.03%/yr vs 1.27%/yr for SSIFX.
Performance
POIIX vs. SSIFX - Performance Comparison
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Returns By Period
In the year-to-date period, POIIX achieves a -4.84% return, which is significantly lower than SSIFX's 15.01% return.
POIIX
- 1D
- 3.44%
- 1M
- 0.41%
- 6M
- -6.00%
- YTD
- -4.84%
- 1Y
- -5.23%
- 3Y*
- -0.99%
- 5Y*
- -3.72%
- 10Y*
- —
- ALL TIME*
- 4.30%
SSIFX
- 1D
- -0.30%
- 1M
- -2.96%
- 6M
- 6.77%
- YTD
- 15.01%
- 1Y
- 26.23%
- 3Y*
- 16.25%
- 5Y*
- 7.29%
- 10Y*
- 11.01%
- ALL TIME*
- 8.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
POIIX vs. SSIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POIIX Polen International Growth Fund | -4.84% | -0.72% | -3.77% | 27.81% | -29.90% | 5.62% | 9.80% | 25.88% | -5.85% | 33.67% |
SSIFX Sextant International Fund | 15.01% | 22.73% | 1.26% | 24.82% | -22.62% | 17.45% | 15.09% | 26.86% | -3.92% | 25.45% |
Correlation
The correlation between POIIX and SSIFX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.85 |
The correlation between POIIX and SSIFX has been stable across timeframes, ranging from 0.78 to 0.85 - a consistent structural relationship.
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Return for Risk
POIIX vs. SSIFX — Risk / Return Rank
POIIX
SSIFX
POIIX vs. SSIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Sextant International Fund (SSIFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| POIIX | SSIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.21 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 2.06 | -2.48 |
| Martin ratioReturn relative to average drawdown | -0.89 | 6.26 | -7.15 |
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Drawdowns
POIIX vs. SSIFX - Drawdown Comparison
The maximum POIIX drawdown since its inception was -38.81%, smaller than the maximum SSIFX drawdown of -56.24%. Use the drawdown chart below to compare losses from any high point for POIIX and SSIFX.
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Drawdown Indicators
| POIIX | SSIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.81% | -56.24% | +17.43% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -12.38% | -9.11% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -20.44% | -5.01% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -34.21% | -4.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.21% | — |
Current DrawdownCurrent decline from peak | -19.73% | -6.73% | -13.00% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -11.78% | +1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 4.07% | +6.62% |
Volatility
POIIX vs. SSIFX - Volatility Comparison
The current volatility for Polen International Growth Fund (POIIX) is 5.98%, while Sextant International Fund (SSIFX) has a volatility of 6.33%. This indicates that POIIX experiences smaller price fluctuations and is considered to be less risky than SSIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POIIX | SSIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 6.33% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 17.73% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 21.89% | -0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 19.31% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 18.11% | +0.64% |
POIIX vs. SSIFX - Expense Ratio Comparison
POIIX has a 1.03% expense ratio, which is lower than SSIFX's 1.27% expense ratio.
Dividends
POIIX vs. SSIFX - Dividend Comparison
POIIX's dividend yield for the trailing twelve months is around 0.05%, less than SSIFX's 14.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POIIX Polen International Growth Fund | 0.05% | 0.05% | 0.45% | 0.32% | 0.00% | 0.00% | 0.00% | 0.01% | 0.11% | 0.64% | 0.00% | 0.00% |
SSIFX Sextant International Fund | 14.00% | 15.83% | 0.54% | 0.34% | 0.00% | 8.32% | 0.36% | 3.57% | 8.03% | 8.94% | 1.30% | 1.86% |
Frequently Asked Questions
POIIX and SSIFX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SSIFX has higher volatility (6.33%) compared to POIIX (5.98%). In terms of maximum drawdown, POIIX dropped -38.81% vs SSIFX's -56.24%.
SSIFX currently has the higher Sharpe Ratio (1.17 vs -0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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