SSGFX vs. SBIFX

Last updated Jun 3, 2026

SSGFX (Sextant Growth Fund) and SBIFX (Sextant Bond Income Fund) are both mutual funds - SSGFX is a Large Cap Growth Equities fund managed by Sextant Mutual Funds, while SBIFX is a Long-Term Bond fund managed by Sextant Mutual Funds. At a correlation of -0.12, they often move in opposite directions. SSGFX charges 0.74%/yr vs 0.65%/yr for SBIFX.

Performance

SSGFX vs. SBIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sextant Growth Fund (SSGFX) and Sextant Bond Income Fund (SBIFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SSGFX

• 1D: 0.37%
• 1M: 3.99%
• YTD: 11.80%
• 6M: 9.64%
• 1Y: 29.05%
• 3Y*: 21.11%
• 5Y*: 12.41%
• 10Y*: 15.17%

SBIFX

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

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

SSGFX vs. SBIFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SSGFX Sextant Growth Fund	11.80%	16.01%	24.45%	28.25%	-25.30%	22.79%	30.49%	36.39%	0.46%	16.80%
SBIFX Sextant Bond Income Fund	-0.81%	7.29%	-0.05%	5.30%	-17.54%	-2.37%	8.83%	10.24%	-1.13%	5.14%

Correlation

The correlation between SSGFX and SBIFX is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.04
Correlation (3Y) Calculated over the trailing 3-year period	0.12
Correlation (5Y) Calculated over the trailing 5-year period	0.09
Correlation (10Y) Calculated over the trailing 10-year period	-0.02
Correlation (All Time) Calculated using the full available price history since Jan 4, 1994	-0.12

The correlation between SSGFX and SBIFX shifts across timeframes, from -0.12 (all time) to 0.12 (3 years), reflecting how their relationship changes across market environments.

Return for Risk

SSGFX vs. SBIFX — Risk / Return Rank

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

SSGFX

SSGFX Risk / Return Rank: 42
SSGFX Sharpe Ratio Rank: 51
SSGFX Sortino Ratio Rank: 48
SSGFX Omega Ratio Rank: 47
SSGFX Calmar Ratio Rank: 31
SSGFX Martin Ratio Rank: 31

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.

SSGFX vs. SBIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sextant Growth Fund (SSGFX) and Sextant Bond Income Fund (SBIFX). 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.

	SSGFX	SBIFX	Difference
Sharpe ratio Return per unit of total volatility	2.11	—	—
Sortino ratio Return per unit of downside risk	2.92	—	—
Omega ratio Gain probability vs. loss probability	1.37	—	—
Calmar ratio Return relative to maximum drawdown	2.10	—	—
Martin ratio Return relative to average drawdown	7.21	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	SSGFX	SBIFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.11	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.66	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.78	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	—	—

Drawdowns

Drawdown Indicators

	SSGFX	SBIFX	Difference
Max Drawdown Largest peak-to-trough decline	-51.52%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-14.13%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-21.07%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-30.06%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-30.23%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-10.13%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.11%	—	—

Volatility

Volatility by Period

	SSGFX	SBIFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.65%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.80%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.06%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.90%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.45%	—	—

SSGFX vs. SBIFX - Expense Ratio Comparison

SSGFX has a 0.74% expense ratio, which is higher than SBIFX's 0.65% expense ratio.

Dividends

SSGFX vs. SBIFX - Dividend Comparison

SSGFX's dividend yield for the trailing twelve months is around 1.47%, less than SBIFX's 2.94% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SBIFX Sextant Bond Income Fund	2.94%	3.57%	3.19%	2.60%	2.14%	2.33%	2.39%	2.86%	3.22%	3.04%	2.92%	3.30%
SSGFX Sextant Growth Fund	1.47%	1.64%	2.19%	0.00%	2.59%	8.85%	0.58%	2.83%	5.10%	0.63%	3.65%	8.92%

Frequently Asked Questions

Can I hold both SSGFX and SBIFX in my portfolio?

SSGFX and SBIFX have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.