SGHIX vs. SBIFX
Compare and contrast key facts about Sextant Global High Income Fund (SGHIX) and Sextant Bond Income Fund (SBIFX).
SGHIX is managed by Sextant Mutual Funds. It was launched on Mar 29, 2012. SBIFX is managed by Sextant Mutual Funds. It was launched on Feb 28, 1993.
Performance
SGHIX vs. SBIFX - Performance Comparison
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SGHIX vs. SBIFX - 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% | 15.44% |
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% |
Returns By Period
In the year-to-date period, SGHIX achieves a 1.23% return, which is significantly higher than SBIFX's -0.81% return. Over the past 10 years, SGHIX has outperformed SBIFX with an annualized return of 7.05%, while SBIFX has yielded a comparatively lower 1.28% annualized return.
SGHIX
- 1D
- 0.00%
- 1M
- -6.29%
- YTD
- 1.23%
- 6M
- 3.64%
- 1Y
- 12.63%
- 3Y*
- 10.31%
- 5Y*
- 6.12%
- 10Y*
- 7.05%
SBIFX
- 1D
- 0.00%
- 1M
- -2.23%
- YTD
- -0.81%
- 6M
- -0.35%
- 1Y
- 2.87%
- 3Y*
- 2.67%
- 5Y*
- -0.90%
- 10Y*
- 1.28%
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SGHIX vs. SBIFX - Expense Ratio Comparison
SGHIX has a 0.75% expense ratio, which is higher than SBIFX's 0.65% expense ratio.
Return for Risk
SGHIX vs. SBIFX — Risk / Return Rank
SGHIX
SBIFX
SGHIX vs. SBIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Global High Income Fund (SGHIX) 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.
| SGHIX | SBIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.65 | +0.75 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.95 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.12 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.01 | +0.54 |
Martin ratioReturn relative to average drawdown | 7.28 | 2.76 | +4.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SGHIX | SBIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.65 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | -0.12 | +0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.19 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.60 | -0.07 |
Correlation
The correlation between SGHIX and SBIFX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SGHIX vs. SBIFX - Dividend Comparison
SGHIX's dividend yield for the trailing twelve months is around 5.01%, more than SBIFX's 3.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SBIFX Sextant Bond Income Fund | 3.54% | 3.57% | 3.19% | 2.60% | 2.14% | 2.33% | 2.39% | 2.86% | 3.22% | 3.04% | 2.92% | 3.30% |
Drawdowns
SGHIX vs. SBIFX - Drawdown Comparison
The maximum SGHIX drawdown since its inception was -26.67%, which is greater than SBIFX's maximum drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for SGHIX and SBIFX.
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Drawdown Indicators
| SGHIX | SBIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.67% | -24.98% | -1.69% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -3.39% | -3.41% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -23.64% | +5.99% |
Max Drawdown (10Y)Largest decline over 10 years | -24.00% | -24.98% | +0.98% |
Current DrawdownCurrent decline from peak | -6.80% | -11.04% | +4.24% |
Average DrawdownAverage peak-to-trough decline | -4.77% | -4.06% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 1.24% | +0.38% |
Volatility
SGHIX vs. SBIFX - Volatility Comparison
Sextant Global High Income Fund (SGHIX) has a higher volatility of 3.50% compared to Sextant Bond Income Fund (SBIFX) at 1.66%. This indicates that SGHIX's price experiences larger fluctuations and is considered to be riskier than SBIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGHIX | SBIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 1.66% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 5.39% | 3.23% | +2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.56% | 5.68% | +2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.31% | 7.61% | +0.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.42% | 6.64% | +2.78% |