SGHIX vs. SSGFX
Compare and contrast key facts about Sextant Global High Income Fund (SGHIX) and Sextant Growth Fund (SSGFX).
SGHIX is managed by Sextant Mutual Funds. It was launched on Mar 29, 2012. SSGFX is managed by Sextant Mutual Funds. It was launched on Apr 1, 1987.
Performance
SGHIX vs. SSGFX - Performance Comparison
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SGHIX vs. SSGFX - 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% |
SSGFX Sextant Growth Fund | -10.08% | 16.01% | 24.45% | 28.25% | -25.30% | 22.79% | 30.49% | 36.39% | 0.46% | 16.80% |
Returns By Period
In the year-to-date period, SGHIX achieves a 1.23% return, which is significantly higher than SSGFX's -10.08% return. Over the past 10 years, SGHIX has underperformed SSGFX with an annualized return of 7.05%, while SSGFX has yielded a comparatively higher 12.51% annualized return.
SGHIX
- 1D
- 0.00%
- 1M
- -6.80%
- YTD
- 1.23%
- 6M
- 4.08%
- 1Y
- 12.94%
- 3Y*
- 10.31%
- 5Y*
- 6.12%
- 10Y*
- 7.05%
SSGFX
- 1D
- -0.70%
- 1M
- -8.24%
- YTD
- -10.08%
- 6M
- -10.14%
- 1Y
- 14.53%
- 3Y*
- 15.07%
- 5Y*
- 8.63%
- 10Y*
- 12.51%
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SGHIX vs. SSGFX - Expense Ratio Comparison
SGHIX has a 0.75% expense ratio, which is higher than SSGFX's 0.74% expense ratio.
Return for Risk
SGHIX vs. SSGFX — Risk / Return Rank
SGHIX
SSGFX
SGHIX vs. SSGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Global High Income Fund (SGHIX) and Sextant Growth Fund (SSGFX). 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 | SSGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.77 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.26 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.18 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 0.84 | +0.71 |
Martin ratioReturn relative to average drawdown | 7.28 | 2.93 | +4.35 |
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 | SSGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.77 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.46 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.65 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.47 | +0.07 |
Correlation
The correlation between SGHIX and SSGFX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SGHIX vs. SSGFX - Dividend Comparison
SGHIX's dividend yield for the trailing twelve months is around 5.01%, more than SSGFX's 1.83% 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% |
SSGFX Sextant Growth Fund | 1.83% | 1.64% | 2.19% | 0.00% | 2.59% | 8.85% | 0.58% | 2.83% | 5.10% | 0.63% | 3.65% | 8.92% |
Drawdowns
SGHIX vs. SSGFX - Drawdown Comparison
The maximum SGHIX drawdown since its inception was -26.67%, smaller than the maximum SSGFX drawdown of -51.52%. Use the drawdown chart below to compare losses from any high point for SGHIX and SSGFX.
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Drawdown Indicators
| SGHIX | SSGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.67% | -51.52% | +24.85% |
Max Drawdown (1Y)Largest decline over 1 year | -6.85% | -14.13% | +7.28% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -30.06% | +12.41% |
Max Drawdown (10Y)Largest decline over 10 years | -24.00% | -30.23% | +6.23% |
Current DrawdownCurrent decline from peak | -6.80% | -14.13% | +7.33% |
Average DrawdownAverage peak-to-trough decline | -4.77% | -10.16% | +5.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 4.06% | -2.44% |
Volatility
SGHIX vs. SSGFX - Volatility Comparison
The current volatility for Sextant Global High Income Fund (SGHIX) is 3.50%, while Sextant Growth Fund (SSGFX) has a volatility of 4.83%. This indicates that SGHIX experiences smaller price fluctuations and is considered to be less risky than SSGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGHIX | SSGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 4.83% | -1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 5.39% | 10.45% | -5.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.56% | 19.52% | -10.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.31% | 18.83% | -10.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.42% | 19.38% | -9.96% |