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SBIFX vs. DEEIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SBIFX vs. DEEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sextant Bond Income Fund (SBIFX) and Delaware Extended Duration Bond Fund (DEEIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


SBIFX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

DEEIX

1D
0.00%
1M
1.31%
YTD
1.22%
6M
0.67%
1Y
8.31%
3Y*
4.05%
5Y*
-2.18%
10Y*
2.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SBIFX vs. DEEIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
DEEIX
Delaware Extended Duration Bond Fund
1.22%6.26%-1.29%9.21%-26.47%-0.70%15.17%22.02%-7.69%12.61%

Correlation

The correlation between SBIFX and DEEIX is 0.74, 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

0.74

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

0.86

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

0.88

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

0.84

Correlation (All Time)
Calculated using the full available price history since Sep 16, 1998

0.81

The correlation between SBIFX and DEEIX shifts across timeframes, from 0.74 (1 year) to 0.88 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

SBIFX vs. DEEIX — Risk / Return Rank

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

SBIFX

DEEIX
DEEIX Risk / Return Rank: 1515
Overall Rank
DEEIX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
DEEIX Sortino Ratio Rank: 1313
Sortino Ratio Rank
DEEIX Omega Ratio Rank: 1212
Omega Ratio Rank
DEEIX Calmar Ratio Rank: 2222
Calmar Ratio Rank
DEEIX Martin Ratio Rank: 1515
Martin Ratio Rank
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.

SBIFX vs. DEEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sextant Bond Income Fund (SBIFX) and Delaware Extended Duration Bond Fund (DEEIX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SBIFX vs. DEEIX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SBIFXDEEIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

Drawdowns

SBIFX vs. DEEIX - Drawdown Comparison


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Drawdown Indicators


SBIFXDEEIXDifference

Max Drawdown

Largest peak-to-trough decline

-34.48%

Max Drawdown (1Y)

Largest decline over 1 year

-5.14%

Max Drawdown (3Y)

Largest decline over 3 years

-12.53%

Max Drawdown (5Y)

Largest decline over 5 years

-34.48%

Max Drawdown (10Y)

Largest decline over 10 years

-34.48%

Current Drawdown

Current decline from peak

-16.47%

Average Drawdown

Average peak-to-trough decline

-6.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.99%

Volatility

SBIFX vs. DEEIX - Volatility Comparison


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Volatility by Period


SBIFXDEEIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.47%

Volatility (6M)

Calculated over the trailing 6-month period

5.43%

Volatility (1Y)

Calculated over the trailing 1-year period

7.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.61%

SBIFX vs. DEEIX - Expense Ratio Comparison

SBIFX has a 0.65% expense ratio, which is higher than DEEIX's 0.57% expense ratio.


Dividends

SBIFX vs. DEEIX - Dividend Comparison

SBIFX's dividend yield for the trailing twelve months is around 2.94%, less than DEEIX's 5.17% yield.


PositionTTM20252024202320222021202020192018201720162015
DEEIX
Delaware Extended Duration Bond Fund
5.17%5.05%4.90%3.95%4.35%7.87%10.28%4.79%4.56%3.74%3.75%4.62%
SBIFX
Sextant Bond Income Fund
2.94%3.57%3.19%2.60%2.14%2.33%2.39%2.86%3.22%3.04%2.92%3.30%

Frequently Asked Questions


SBIFX and DEEIX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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