SGHIX vs. VGSTX
Compare and contrast key facts about Sextant Global High Income Fund (SGHIX) and Vanguard STAR Fund (VGSTX).
SGHIX is managed by Sextant Mutual Funds. It was launched on Mar 29, 2012. VGSTX is managed by Vanguard. It was launched on Mar 29, 1985.
Performance
SGHIX vs. VGSTX - Performance Comparison
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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 | -4.01% | 15.88% | 13.69% | 17.14% | -18.05% | 9.65% | 21.45% | 22.21% | -5.33% | 16.95% |
Returns By Period
In the year-to-date period, SGHIX achieves a 1.23% return, which is significantly higher than VGSTX's -4.01% return. Over the past 10 years, SGHIX has underperformed VGSTX with an annualized return of 7.05%, while VGSTX has yielded a comparatively higher 8.76% 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%
VGSTX
- 1D
- 0.04%
- 1M
- -6.61%
- YTD
- -4.01%
- 6M
- -1.24%
- 1Y
- 11.52%
- 3Y*
- 11.57%
- 5Y*
- 5.39%
- 10Y*
- 8.76%
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SGHIX vs. VGSTX - Expense Ratio Comparison
SGHIX has a 0.75% expense ratio, which is higher than VGSTX's 0.31% expense ratio.
Return for Risk
SGHIX vs. VGSTX — Risk / Return Rank
SGHIX
VGSTX
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.
| SGHIX | VGSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 1.01 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.49 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.25 | +0.30 |
Martin ratioReturn relative to average drawdown | 7.28 | 5.64 | +1.64 |
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 | VGSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.01 | +0.39 |
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 | 0.75 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.79 | -0.25 |
Correlation
The correlation between SGHIX and VGSTX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SGHIX vs. VGSTX - Dividend Comparison
SGHIX's dividend yield for the trailing twelve months is around 5.01%, less than VGSTX's 9.51% 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% |
VGSTX Vanguard STAR Fund | 9.51% | 9.13% | 10.67% | 5.35% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 3.32% | 4.77% | 5.62% |
Drawdowns
SGHIX vs. VGSTX - Drawdown Comparison
The maximum SGHIX drawdown since its inception was -26.67%, smaller than the maximum VGSTX drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for SGHIX and VGSTX.
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Drawdown Indicators
| SGHIX | VGSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.67% | -38.62% | +11.95% |
Max Drawdown (1Y)Largest decline over 1 year | -6.85% | -8.19% | +1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -25.55% | +7.90% |
Max Drawdown (10Y)Largest decline over 10 years | -24.00% | -25.55% | +1.55% |
Current DrawdownCurrent decline from peak | -6.80% | -6.73% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -4.77% | -4.04% | -0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 1.82% | -0.20% |
Volatility
SGHIX vs. VGSTX - Volatility Comparison
Sextant Global High Income Fund (SGHIX) and Vanguard STAR Fund (VGSTX) have volatilities of 3.50% and 3.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGHIX | VGSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 3.49% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 5.39% | 6.36% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.56% | 11.32% | -2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.31% | 11.79% | -3.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.42% | 11.79% | -2.37% |