SCORX vs. SBIFX

Last updated Jun 23, 2026

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

Performance

SCORX vs. SBIFX - Performance Comparison

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

Returns By Period

SCORX

• 1D: 0.50%
• 1M: 1.32%
• YTD: 7.88%
• 6M: 7.94%
• 1Y: 18.62%
• 3Y*: 12.21%
• 5Y*: 7.45%
• 10Y*: 8.15%

SBIFX

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

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

SCORX vs. SBIFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SCORX Sextant Core Fund	7.88%	14.20%	9.80%	9.85%	-10.39%	12.12%	10.37%	20.01%	-4.61%	14.58%
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%

Correlation

The correlation between SCORX and SBIFX 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 2, 2008	-0.05

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

Return for Risk

SCORX vs. SBIFX — Risk / Return Rank

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

SCORX

SCORX Risk / Return Rank: 51
SCORX Sharpe Ratio Rank: 49
SCORX Sortino Ratio Rank: 47
SCORX Omega Ratio Rank: 48
SCORX Calmar Ratio Rank: 56
SCORX Martin Ratio Rank: 53

SBIFX

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

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.

SCORX vs. SBIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sextant Core Fund (SCORX) and Sextant Bond Income Fund (SBIFX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SCORX	SBIFX	Difference
Sharpe ratio: Return per unit of total volatility	1.90	—	—
Sortino ratio: Return per unit of downside risk	2.65	—	—
Omega ratio: Gain probability vs. loss probability	1.35	—	—
Calmar ratio: Return relative to maximum drawdown	2.76	—	—
Martin ratio: Return relative to average drawdown	10.08	—	—

Drawdowns

Drawdown Indicators

	SCORX	SBIFX	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	-1.33%	—	—
Average Drawdown Average peak-to-trough decline	-4.28%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.81%	—	—

Volatility

Volatility by Period

	SCORX	SBIFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.45%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.21%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	9.61%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.41%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.84%	—	—

SCORX vs. SBIFX - Expense Ratio Comparison

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

Dividends

SCORX vs. SBIFX - Dividend Comparison

SCORX's dividend yield for the trailing twelve months is around 1.99%, less than SBIFX's 2.94% 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	1.99%	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 SCORX and SBIFX in my portfolio?

SCORX and SBIFX 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.