SGHIX vs. VFIAX

Last updated Jun 23, 2026

SGHIX (Sextant Global High Income Fund) and VFIAX (Vanguard 500 Index Fund Admiral Shares) are both mutual funds - SGHIX is a Global Allocation fund managed by Sextant Mutual Funds, while VFIAX is a S&P 500 fund tracking the S&P 500 Index. A 0.67 correlation means they provide meaningful diversification when combined. SGHIX charges 0.75%/yr vs 0.04%/yr for VFIAX.

Performance

SGHIX vs. VFIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sextant Global High Income Fund (SGHIX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SGHIX

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

VFIAX

• 1D: 1.09%
• 1M: 0.46%
• YTD: 10.17%
• 6M: 9.67%
• 1Y: 27.15%
• 3Y*: 20.95%
• 5Y*: 14.06%
• 10Y*: 15.54%

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

SGHIX vs. VFIAX - 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%
VFIAX Vanguard 500 Index Fund Admiral Shares	10.17%	17.83%	24.97%	26.24%	-18.16%	28.65%	18.32%	31.46%	-4.45%	21.78%

Correlation

The correlation between SGHIX and VFIAX is 0.51, 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	0.51
Correlation (3Y) Calculated over the trailing 3-year period	0.54
Correlation (5Y) Calculated over the trailing 5-year period	0.61
Correlation (10Y) Calculated over the trailing 10-year period	0.66
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013	0.67

The correlation between SGHIX and VFIAX shifts across timeframes, from 0.51 (1 year) to 0.67 (all time), reflecting how their relationship changes across market environments.

Return for Risk

SGHIX vs. VFIAX — Risk / Return Rank

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

SGHIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VFIAX

VFIAX Risk / Return Rank: 66
VFIAX Sharpe Ratio Rank: 64
VFIAX Sortino Ratio Rank: 58
VFIAX Omega Ratio Rank: 61
VFIAX Calmar Ratio Rank: 68
VFIAX Martin Ratio Rank: 79

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. VFIAX - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SGHIX	VFIAX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.17	—
Sortino ratio: Return per unit of downside risk	—	2.93	—
Omega ratio: Gain probability vs. loss probability	—	1.39	—
Calmar ratio: Return relative to maximum drawdown	—	3.03	—
Martin ratio: Return relative to average drawdown	—	13.72	—

Drawdowns

Drawdown Indicators

	SGHIX	VFIAX	Difference
Max Drawdown Largest peak-to-trough decline	—	-55.20%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.90%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.75%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.53%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.83%	—
Current Drawdown Current decline from peak	—	-1.36%	—
Average Drawdown Average peak-to-trough decline	—	-9.38%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.96%	—

Volatility

Volatility by Period

	SGHIX	VFIAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.77%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.91%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.47%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.00%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.11%	—

SGHIX vs. VFIAX - Expense Ratio Comparison

SGHIX has a 0.75% expense ratio, which is higher than VFIAX's 0.04% expense ratio.

Dividends

SGHIX vs. VFIAX - Dividend Comparison

SGHIX's dividend yield for the trailing twelve months is around 5.01%, more than VFIAX's 1.03% yield.

Position	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%
VFIAX Vanguard 500 Index Fund Admiral Shares	1.03%	1.12%	1.24%	1.45%	1.68%	1.24%	1.53%	1.87%	2.05%	1.78%	2.02%	2.10%

Frequently Asked Questions

Can I hold both SGHIX and VFIAX in my portfolio?

SGHIX and VFIAX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.