SBIFX vs. PLRIX

Last updated Jun 3, 2026

SBIFX (Sextant Bond Income Fund) and PLRIX (PIMCO Long Duration Total Return Fund) are both Long-Term Bond funds. Their correlation of 0.88 suggests significant overlap in exposure. SBIFX charges 0.65%/yr vs 0.50%/yr for PLRIX.

Performance

SBIFX vs. PLRIX - Performance Comparison

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

Returns By Period

SBIFX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

PLRIX

• 1D: 0.00%
• 1M: 0.61%
• YTD: 0.20%
• 6M: -0.22%
• 1Y: 8.27%
• 3Y*: 3.20%
• 5Y*: -2.72%
• 10Y*: 1.73%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SBIFX vs. PLRIX - 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%
PLRIX PIMCO Long Duration Total Return Fund	0.20%	8.78%	-2.18%	7.24%	-28.32%	-1.53%	17.77%	18.62%	-3.83%	12.79%

Correlation

The correlation between SBIFX and PLRIX is 0.76, 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	0.76
Correlation (3Y) Calculated over the trailing 3-year period	0.88
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (10Y) Calculated over the trailing 10-year period	0.88
Correlation (All Time) Calculated using the full available price history since Sep 1, 2006	0.88

The correlation between SBIFX and PLRIX shifts across timeframes, from 0.76 (1 year) to 0.90 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

SBIFX vs. PLRIX — Risk / Return Rank

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

PLRIX

PLRIX Risk / Return Rank: 11
PLRIX Sharpe Ratio Rank: 11
PLRIX Sortino Ratio Rank: 11
PLRIX Omega Ratio Rank: 10
PLRIX Calmar Ratio Rank: 13
PLRIX Martin Ratio Rank: 12

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. PLRIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sextant Bond Income Fund (SBIFX) and PIMCO Long Duration Total Return Fund (PLRIX). 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.

Sharpe Ratios by Period

	SBIFX	PLRIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.87	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.22	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.15	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.44	—

Drawdowns

Drawdown Indicators

	SBIFX	PLRIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-37.41%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-6.99%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.74%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-36.81%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.41%	—
Current Drawdown Current decline from peak	—	-20.56%	—
Average Drawdown Average peak-to-trough decline	—	-8.43%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.48%	—

Volatility

Volatility by Period

	SBIFX	PLRIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.01%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.25%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	8.68%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	12.48%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	11.47%	—

SBIFX vs. PLRIX - Expense Ratio Comparison

SBIFX has a 0.65% expense ratio, which is higher than PLRIX's 0.50% expense ratio.

Dividends

SBIFX vs. PLRIX - Dividend Comparison

SBIFX's dividend yield for the trailing twelve months is around 2.94%, less than PLRIX's 4.71% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PLRIX PIMCO Long Duration Total Return Fund	4.71%	4.57%	3.75%	3.19%	3.32%	6.55%	13.35%	11.38%	5.19%	6.51%	9.97%	8.51%
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

Can I hold both SBIFX and PLRIX in my portfolio?

SBIFX and PLRIX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.