SGHIX vs. PFADX

Last updated Jun 5, 2026

SGHIX (Sextant Global High Income Fund) and PFADX (PFG BNY Mellon Diversifier Strategy Fund) are both Global Allocation funds. A 0.65 correlation means they provide meaningful diversification when combined. SGHIX charges 0.75%/yr vs 2.05%/yr for PFADX.

Performance

SGHIX vs. PFADX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sextant Global High Income Fund (SGHIX) and PFG BNY Mellon Diversifier Strategy Fund (PFADX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SGHIX

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

PFADX

• 1D: -0.30%
• 1M: 0.10%
• YTD: 3.08%
• 6M: 3.18%
• 1Y: 8.62%
• 3Y*: 5.26%
• 5Y*: 1.27%
• 10Y*: —

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

SGHIX vs. PFADX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SGHIX Sextant Global High Income Fund	1.23%	18.52%	3.12%	10.05%	-7.80%	10.61%	-2.72%	11.47%	-1.22%	0.21%
PFADX PFG BNY Mellon Diversifier Strategy Fund	3.08%	7.07%	2.13%	3.69%	-9.50%	3.85%	7.25%	8.16%	-5.20%	0.00%

Correlation

The correlation between SGHIX and PFADX is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.67
Correlation (3Y) Calculated over the trailing 3-year period	0.64
Correlation (5Y) Calculated over the trailing 5-year period	0.68
Correlation (All Time) Calculated using the full available price history since Dec 28, 2017	0.65

The correlation between SGHIX and PFADX has been stable across timeframes, ranging from 0.64 to 0.68 - a consistent structural relationship.

Return for Risk

SGHIX vs. PFADX — Risk / Return Rank

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

PFADX

PFADX Risk / Return Rank: 48
PFADX Sharpe Ratio Rank: 52
PFADX Sortino Ratio Rank: 52
PFADX Omega Ratio Rank: 54
PFADX Calmar Ratio Rank: 44
PFADX Martin Ratio Rank: 40

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.

SGHIX vs. PFADX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sextant Global High Income Fund (SGHIX) and PFG BNY Mellon Diversifier Strategy Fund (PFADX). 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

	SGHIX	PFADX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.10	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.22	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.41	—

Drawdowns

Drawdown Indicators

	SGHIX	PFADX	Difference
Max Drawdown Largest peak-to-trough decline	—	-16.64%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-3.63%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-6.38%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-16.64%	—
Current Drawdown Current decline from peak	—	-1.28%	—
Average Drawdown Average peak-to-trough decline	—	-5.30%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.04%	—

Volatility

Volatility by Period

	SGHIX	PFADX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.53%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.40%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	4.28%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	5.86%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	5.54%	—

SGHIX vs. PFADX - Expense Ratio Comparison

SGHIX has a 0.75% expense ratio, which is lower than PFADX's 2.05% expense ratio.

Dividends

SGHIX vs. PFADX - Dividend Comparison

SGHIX's dividend yield for the trailing twelve months is around 5.01%, more than PFADX's 2.39% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PFADX PFG BNY Mellon Diversifier Strategy Fund	2.39%	2.46%	2.89%	1.04%	5.33%	3.46%	0.08%	1.51%	0.91%	0.52%	0.00%	0.00%
SGHIX Sextant Global High Income Fund	5.01%	3.92%	3.13%	4.21%	3.51%	1.97%	3.56%	8.54%	3.75%	2.82%	4.51%	4.35%

Frequently Asked Questions

Can I hold both SGHIX and PFADX in my portfolio?

SGHIX and PFADX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.