SBAPX vs. STBFX
SBAPX (Segall Bryant & Hamill Short Term Plus Fund) and STBFX (Sextant Short Term Bond Fund) are both Short-Term Bond funds. At a 0.49 correlation, their price movements are largely independent. SBAPX charges 0.68%/yr vs 0.60%/yr for STBFX.
Performance
SBAPX vs. STBFX - Performance Comparison
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Returns By Period
SBAPX
- 1D
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- 1M
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- YTD
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- 6M
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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STBFX
- 1D
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- 1M
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- YTD
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- 6M
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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SBAPX vs. STBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SBAPX Segall Bryant & Hamill Short Term Plus Fund | 0.05% | 5.65% | 5.17% | 5.17% | -1.98% | -0.05% | 2.19% | 3.62% | 0.20% |
STBFX Sextant Short Term Bond Fund | 0.28% | 4.92% | 3.87% | 3.79% | -4.16% | -1.09% | 3.42% | 4.03% | 0.75% |
Correlation
The correlation between SBAPX and STBFX is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2018 | 0.49 |
The correlation between SBAPX and STBFX shifts across timeframes, from 0.44 (1 year) to 0.55 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SBAPX vs. STBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Short Term Plus Fund (SBAPX) 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.
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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
SBAPX vs. STBFX - Drawdown Comparison
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Volatility
SBAPX vs. STBFX - Volatility Comparison
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SBAPX vs. STBFX - Expense Ratio Comparison
SBAPX has a 0.68% expense ratio, which is higher than STBFX's 0.60% expense ratio.
Dividends
SBAPX vs. STBFX - Dividend Comparison
SBAPX's dividend yield for the trailing twelve months is around 3.72%, more than STBFX's 2.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBAPX Segall Bryant & Hamill Short Term Plus Fund | 3.72% | 4.70% | 4.24% | 2.48% | 0.93% | 0.84% | 1.65% | 2.65% | 0.00% | 0.00% | 0.00% | 0.00% |
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
SBAPX and STBFX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for SBAPX and STBFX
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