SBIFX vs. VBINX

Last updated Jun 3, 2026

SBIFX (Sextant Bond Income Fund) and VBINX (Vanguard Balanced Index Fund) are both mutual funds - SBIFX is a Long-Term Bond fund managed by Sextant Mutual Funds, while VBINX is a Diversified Portfolio fund managed by Vanguard. At a 0.01 correlation, their price movements are largely independent. SBIFX charges 0.65%/yr vs 0.18%/yr for VBINX.

Performance

SBIFX vs. VBINX - Performance Comparison

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

Returns By Period

SBIFX

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

VBINX

• 1D: 0.13%
• 1M: 3.16%
• YTD: 7.17%
• 6M: 7.38%
• 1Y: 19.53%
• 3Y*: 15.91%
• 5Y*: 8.37%
• 10Y*: 9.96%

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

SBIFX vs. VBINX - 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%
VBINX Vanguard Balanced Index Fund	7.17%	13.46%	17.63%	17.41%	-16.98%	13.62%	16.26%	21.67%	-2.97%	13.75%

Correlation

The correlation between SBIFX and VBINX is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.20
Correlation (3Y) Calculated over the trailing 3-year period	0.34
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 4, 1994	0.01

The correlation between SBIFX and VBINX shifts across timeframes, from 0.01 (all time) to 0.34 (3 years), reflecting how their relationship changes across market environments.

Return for Risk

SBIFX vs. VBINX — Risk / Return Rank

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

VBINX

VBINX Risk / Return Rank: 75
VBINX Sharpe Ratio Rank: 74
VBINX Sortino Ratio Rank: 73
VBINX Omega Ratio Rank: 69
VBINX Calmar Ratio Rank: 74
VBINX Martin Ratio Rank: 82

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. VBINX - Risk-Adjusted Trends 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SBIFX	VBINX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.50	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.76	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.89	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.78	—

Drawdowns

Drawdown Indicators

	SBIFX	VBINX	Difference
Max Drawdown Largest peak-to-trough decline	—	-35.97%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-5.84%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-11.60%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-21.61%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-22.78%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-4.15%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.28%	—

Volatility

Volatility by Period

	SBIFX	VBINX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.26%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.13%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	7.93%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	11.10%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	11.23%	—

SBIFX vs. VBINX - Expense Ratio Comparison

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

Dividends

SBIFX vs. VBINX - Dividend Comparison

SBIFX's dividend yield for the trailing twelve months is around 2.94%, less than VBINX's 5.12% 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%
VBINX Vanguard Balanced Index Fund	5.12%	5.89%	7.88%	4.25%	2.71%	2.71%	2.54%	2.19%	2.20%	1.83%	1.97%	1.95%

Frequently Asked Questions

Can I hold both SBIFX and VBINX in my portfolio?

SBIFX and VBINX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.