SGHIX vs. VFIAX
Compare and contrast key facts about Sextant Global High Income Fund (SGHIX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
SGHIX is managed by Sextant Mutual Funds. It was launched on Mar 29, 2012. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGHIX or VFIAX.
Correlation
The correlation between SGHIX and VFIAX is 0.69, 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.
Performance
SGHIX vs. VFIAX - Performance Comparison
Key characteristics
SGHIX:
1.00
VFIAX:
2.19
SGHIX:
1.38
VFIAX:
2.91
SGHIX:
1.17
VFIAX:
1.40
SGHIX:
1.14
VFIAX:
3.34
SGHIX:
3.16
VFIAX:
13.92
SGHIX:
2.25%
VFIAX:
2.03%
SGHIX:
7.12%
VFIAX:
12.88%
SGHIX:
-27.03%
VFIAX:
-55.20%
SGHIX:
-3.94%
VFIAX:
-1.40%
Returns By Period
The year-to-date returns for both stocks are quite close, with SGHIX having a 2.04% return and VFIAX slightly lower at 2.01%. Over the past 10 years, SGHIX has underperformed VFIAX with an annualized return of 3.74%, while VFIAX has yielded a comparatively higher 13.50% annualized return.
SGHIX
2.04%
1.85%
0.90%
6.89%
2.71%
3.74%
VFIAX
2.01%
2.21%
9.64%
27.11%
14.25%
13.50%
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SGHIX vs. VFIAX - Expense Ratio Comparison
SGHIX has a 0.75% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
SGHIX vs. VFIAX — Risk-Adjusted Performance Rank
SGHIX
VFIAX
SGHIX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Global High Income Fund (SGHIX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
Dividends
SGHIX vs. VFIAX - Dividend Comparison
SGHIX's dividend yield for the trailing twelve months is around 3.06%, more than VFIAX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGHIX Sextant Global High Income Fund | 3.06% | 3.12% | 4.21% | 3.51% | 1.97% | 3.56% | 3.74% | 3.75% | 2.82% | 4.51% | 6.04% | 4.74% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.21% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SGHIX vs. VFIAX - Drawdown Comparison
The maximum SGHIX drawdown since its inception was -27.03%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SGHIX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
SGHIX vs. VFIAX - Volatility Comparison
The current volatility for Sextant Global High Income Fund (SGHIX) is 2.13%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 5.07%. This indicates that SGHIX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.