SGHIX vs. SBIFX
SGHIX (Sextant Global High Income Fund) and SBIFX (Sextant Bond Income Fund) are both mutual funds - SGHIX is a Global Allocation fund managed by Sextant Mutual Funds, while SBIFX is a Long-Term Bond fund managed by Sextant Mutual Funds. At a 0.04 correlation, their price movements are largely independent. SGHIX charges 0.75%/yr vs 0.65%/yr for SBIFX.
Performance
SGHIX vs. SBIFX - Performance Comparison
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Returns By Period
SGHIX
- 1D
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- 1M
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- YTD
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- 6M
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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SBIFX
- 1D
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- 1M
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- YTD
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- 6M
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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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% |
Correlation
The correlation between SGHIX and SBIFX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013 | 0.04 |
Over the past year, SGHIX and SBIFX have become more correlated (0.34) than their long-term average of 0.04, meaning their price movements have been converging.
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Return for Risk
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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
SGHIX vs. SBIFX - Drawdown Comparison
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Volatility
SGHIX vs. SBIFX - Volatility Comparison
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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.
Dividends
SGHIX vs. SBIFX - Dividend Comparison
SGHIX's dividend yield for the trailing twelve months is around 5.01%, more 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% |
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
SGHIX and SBIFX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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