SBIFX vs. SCORX

Last updated Jun 3, 2026

SBIFX (Sextant Bond Income Fund) and SCORX (Sextant Core Fund) are both mutual funds - SBIFX is a Long-Term Bond fund managed by Sextant Mutual Funds, while SCORX is a Diversified Portfolio fund managed by Sextant Mutual Funds. At a correlation of -0.05, they often move in opposite directions. SBIFX charges 0.65%/yr vs 0.90%/yr for SCORX.

Performance

SBIFX vs. SCORX - Performance Comparison

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

Returns By Period

SBIFX

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

SCORX

• 1D: 0.40%
• 1M: 3.49%
• YTD: 8.96%
• 6M: 9.44%
• 1Y: 19.95%
• 3Y*: 13.19%
• 5Y*: 7.31%
• 10Y*: 8.14%

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

SBIFX vs. SCORX - 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%
SCORX Sextant Core Fund	8.96%	14.20%	9.80%	9.85%	-10.39%	12.12%	10.37%	20.01%	-4.61%	14.58%

Correlation

The correlation between SBIFX and SCORX is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.23
Correlation (3Y) Calculated over the trailing 3-year period	0.31
Correlation (5Y) Calculated over the trailing 5-year period	0.27
Correlation (10Y) Calculated over the trailing 10-year period	0.11
Correlation (All Time) Calculated using the full available price history since Jan 3, 2008	-0.05

The correlation between SBIFX and SCORX shifts across timeframes, from -0.05 (all time) to 0.31 (3 years), reflecting how their relationship changes across market environments.

Return for Risk

SBIFX vs. SCORX — Risk / Return Rank

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

SCORX

SCORX Risk / Return Rank: 60
SCORX Sharpe Ratio Rank: 61
SCORX Sortino Ratio Rank: 60
SCORX Omega Ratio Rank: 57
SCORX Calmar Ratio Rank: 64
SCORX Martin Ratio Rank: 58

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. SCORX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sextant Bond Income Fund (SBIFX) and Sextant Core Fund (SCORX). 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	SCORX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.30	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.79	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.84	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.54	—

Drawdowns

Drawdown Indicators

	SBIFX	SCORX	Difference
Max Drawdown Largest peak-to-trough decline	—	-32.34%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-6.62%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-9.95%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.05%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-21.10%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-4.29%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.75%	—

Volatility

Volatility by Period

	SBIFX	SCORX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.39%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.32%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	8.88%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	9.26%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	9.77%	—

SBIFX vs. SCORX - Expense Ratio Comparison

SBIFX has a 0.65% expense ratio, which is lower than SCORX's 0.90% expense ratio.

Dividends

SBIFX vs. SCORX - Dividend Comparison

SBIFX's dividend yield for the trailing twelve months is around 2.94%, more than SCORX's 1.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SCORX Sextant Core Fund	1.97%	2.14%	2.78%	1.61%	1.51%	3.13%	1.42%	5.99%	1.43%	1.36%	1.48%	4.95%

Frequently Asked Questions

Can I hold both SBIFX and SCORX in my portfolio?

SBIFX and SCORX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.