SGHIX vs. VGSTX

Last updated Jun 3, 2026

SGHIX (Sextant Global High Income Fund) and VGSTX (Vanguard STAR Fund) are both mutual funds - SGHIX is a Global Allocation fund managed by Sextant Mutual Funds, while VGSTX is a Diversified Portfolio fund managed by Vanguard. A 0.75 correlation means they provide meaningful diversification when combined. SGHIX charges 0.75%/yr vs 0.31%/yr for VGSTX.

Performance

SGHIX vs. VGSTX - Performance Comparison

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

Returns By Period

SGHIX

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

VGSTX

• 1D: 0.10%
• 1M: 3.50%
• YTD: 6.45%
• 6M: 7.04%
• 1Y: 18.40%
• 3Y*: 14.88%
• 5Y*: 6.81%
• 10Y*: 9.65%

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

SGHIX vs. VGSTX - 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%
VGSTX Vanguard STAR Fund	6.45%	15.88%	13.69%	17.14%	-18.05%	9.65%	21.45%	22.21%	-5.33%	16.95%

Correlation

The correlation between SGHIX and VGSTX is 0.62, 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	0.62
Correlation (3Y) Calculated over the trailing 3-year period	0.69
Correlation (5Y) Calculated over the trailing 5-year period	0.72
Correlation (10Y) Calculated over the trailing 10-year period	0.74
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013	0.75

The correlation between SGHIX and VGSTX shifts across timeframes, from 0.62 (1 year) to 0.75 (all time), reflecting how their relationship changes across market environments.

Return for Risk

SGHIX vs. VGSTX — Risk / Return Rank

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

VGSTX

VGSTX Risk / Return Rank: 56
VGSTX Sharpe Ratio Rank: 56
VGSTX Sortino Ratio Rank: 56
VGSTX Omega Ratio Rank: 55
VGSTX Calmar Ratio Rank: 52
VGSTX Martin Ratio Rank: 61

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. VGSTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sextant Global High Income Fund (SGHIX) and Vanguard STAR Fund (VGSTX). 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.

Sharpe Ratios by Period

	SGHIX	VGSTX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.21	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.58	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.81	—

Drawdowns

Drawdown Indicators

	SGHIX	VGSTX	Difference
Max Drawdown Largest peak-to-trough decline	—	-38.62%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-6.76%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-11.77%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.55%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-25.55%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-4.03%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.55%	—

Volatility

Volatility by Period

	SGHIX	VGSTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.46%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.69%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	8.47%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	11.82%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	11.83%	—

SGHIX vs. VGSTX - Expense Ratio Comparison

SGHIX has a 0.75% expense ratio, which is higher than VGSTX's 0.31% expense ratio.

Dividends

SGHIX vs. VGSTX - Dividend Comparison

SGHIX's dividend yield for the trailing twelve months is around 5.01%, less than VGSTX's 8.57% 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%
VGSTX Vanguard STAR Fund	8.57%	9.13%	10.67%	5.35%	8.34%	6.70%	6.68%	6.07%	6.90%	3.32%	4.77%	5.62%

Frequently Asked Questions

Can I hold both SGHIX and VGSTX in my portfolio?

SGHIX and VGSTX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.