SBIFX vs. LDRAX
Compare and contrast key facts about Sextant Bond Income Fund (SBIFX) and SEI Institutional Investments Trust Long Duration Fund (LDRAX).
SBIFX is managed by Sextant Mutual Funds. It was launched on Feb 28, 1993. LDRAX is managed by SEI. It was launched on Apr 20, 2004.
Performance
SBIFX vs. LDRAX - Performance Comparison
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SBIFX vs. LDRAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, SBIFX achieves a -0.81% return, which is significantly higher than LDRAX's -1.23% return. Over the past 10 years, SBIFX has underperformed LDRAX with an annualized return of 1.28%, while LDRAX has yielded a comparatively higher 1.61% annualized return.
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%
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%
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SBIFX vs. LDRAX - Expense Ratio Comparison
SBIFX has a 0.65% expense ratio, which is higher than LDRAX's 0.14% expense ratio.
Return for Risk
SBIFX vs. LDRAX — Risk / Return Rank
SBIFX
LDRAX
SBIFX vs. LDRAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Bond Income Fund (SBIFX) and SEI Institutional Investments Trust Long Duration Fund (LDRAX). 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.
| SBIFX | LDRAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.23 | +0.42 |
Sortino ratioReturn per unit of downside risk | 0.95 | 0.37 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.05 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 0.50 | +0.51 |
Martin ratioReturn relative to average drawdown | 2.76 | 1.22 | +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
| SBIFX | LDRAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.23 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | -0.26 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 0.14 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.13 | +0.48 |
Correlation
The correlation between SBIFX and LDRAX 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
SBIFX vs. LDRAX - Dividend Comparison
SBIFX's dividend yield for the trailing twelve months is around 3.54%, less than LDRAX's 4.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
SBIFX vs. LDRAX - Drawdown Comparison
The maximum SBIFX drawdown since its inception was -24.98%, smaller than the maximum LDRAX drawdown of -37.23%. Use the drawdown chart below to compare losses from any high point for SBIFX and LDRAX.
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Drawdown Indicators
| SBIFX | LDRAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.98% | -37.23% | +12.25% |
Max Drawdown (1Y)Largest decline over 1 year | -3.39% | -6.13% | +2.74% |
Max Drawdown (5Y)Largest decline over 5 years | -23.64% | -36.35% | +12.71% |
Max Drawdown (10Y)Largest decline over 10 years | -24.98% | -37.23% | +12.25% |
Current DrawdownCurrent decline from peak | -11.04% | -23.78% | +12.74% |
Average DrawdownAverage peak-to-trough decline | -4.06% | -12.31% | +8.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.24% | 2.48% | -1.24% |
Volatility
SBIFX vs. LDRAX - Volatility Comparison
The current volatility for Sextant Bond Income Fund (SBIFX) is 1.66%, while SEI Institutional Investments Trust Long Duration Fund (LDRAX) has a volatility of 3.47%. This indicates that SBIFX experiences smaller price fluctuations and is considered to be less risky than LDRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBIFX | LDRAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 3.47% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 3.23% | 5.36% | -2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.68% | 9.17% | -3.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.61% | 12.56% | -4.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.64% | 11.40% | -4.76% |