SBIFX vs. VBINX

The year-to-date returns for both stocks are quite close, with SBIFX having a 1.65% return and VBINX slightly lower at 1.58%. Over the past 10 years, SBIFX has underperformed VBINX with an annualized return of 1.15%, while VBINX has yielded a comparatively higher 7.92% annualized return.

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SBIFX has a 0.65% expense ratio, which is higher than VBINX's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Sextant Bond Income Fund (SBIFX) and Vanguard Balanced Index Fund (VBINX). 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.

The current SBIFX Sharpe Ratio is 0.74, which is comparable to the VBINX Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of SBIFX and VBINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SBIFX's dividend yield for the trailing twelve months is around 3.13%, less than VBINX's 6.19% yield.

The maximum SBIFX drawdown since its inception was -24.48%, smaller than the maximum VBINX drawdown of -35.99%. Use the drawdown chart below to compare losses from any high point for SBIFX and VBINX.

The current volatility for Sextant Bond Income Fund (SBIFX) is 1.68%, while Vanguard Balanced Index Fund (VBINX) has a volatility of 3.06%. This indicates that SBIFX experiences smaller price fluctuations and is considered to be less risky than VBINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.