SBIFX vs. VBINX
Compare and contrast key facts about Sextant Bond Income Fund (SBIFX) and Vanguard Balanced Index Fund (VBINX).
SBIFX is managed by Sextant Mutual Funds. It was launched on Feb 28, 1993. VBINX is managed by Vanguard. It was launched on Nov 9, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SBIFX or VBINX.
Key characteristics
| SBIFX | VBINX | |
|---|---|---|
| YTD Return | 4.13% | 12.50% |
| 1Y Return | 9.87% | 19.35% |
| 3Y Return (Ann) | -3.53% | 4.21% |
| 5Y Return (Ann) | -0.27% | 8.80% |
| 10Y Return (Ann) | 1.61% | 8.14% |
| Sharpe Ratio | 1.29 | 2.24 |
| Daily Std Dev | 7.44% | 8.91% |
| Max Drawdown | -24.48% | -35.97% |
| Current Drawdown | -12.11% | 0.00% |
Correlation
The correlation between SBIFX and VBINX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SBIFX vs. VBINX - Performance Comparison
In the year-to-date period, SBIFX achieves a 4.13% return, which is significantly lower than VBINX's 12.50% return. Over the past 10 years, SBIFX has underperformed VBINX with an annualized return of 1.61%, while VBINX has yielded a comparatively higher 8.14% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SBIFX vs. VBINX - Expense Ratio Comparison
SBIFX has a 0.65% expense ratio, which is higher than VBINX's 0.18% expense ratio.
Risk-Adjusted Performance
SBIFX vs. VBINX - Risk-Adjusted Performance Comparison
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.
Dividends
SBIFX vs. VBINX - Dividend Comparison
SBIFX's dividend yield for the trailing twelve months is around 2.67%, less than VBINX's 4.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBIFX Sextant Bond Income Fund | 2.67% | 2.84% | 2.84% | 2.32% | 2.41% | 2.87% | 3.47% | 3.04% | 2.92% | 3.30% | 3.02% | 3.35% |
VBINX Vanguard Balanced Index Fund | 4.09% | 4.25% | 2.71% | 2.71% | 2.54% | 2.19% | 2.20% | 1.83% | 1.97% | 1.95% | 1.79% | 1.70% |
Drawdowns
SBIFX vs. VBINX - Drawdown Comparison
The maximum SBIFX drawdown since its inception was -24.48%, smaller than the maximum VBINX drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for SBIFX and VBINX. For additional features, visit the drawdowns tool.
Volatility
SBIFX vs. VBINX - Volatility Comparison
The current volatility for Sextant Bond Income Fund (SBIFX) is 1.42%, while Vanguard Balanced Index Fund (VBINX) has a volatility of 2.64%. 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.