SSGFX vs. SCORX
Compare and contrast key facts about Sextant Growth Fund (SSGFX) and Sextant Core Fund (SCORX).
SSGFX is managed by Sextant Mutual Funds. It was launched on Apr 1, 1987. SCORX is managed by Sextant Mutual Funds. It was launched on Mar 29, 2007.
Performance
SSGFX vs. SCORX - Performance Comparison
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SSGFX vs. SCORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSGFX Sextant Growth Fund | -10.08% | 16.01% | 24.45% | 28.25% | -25.30% | 22.79% | 30.49% | 36.39% | 0.46% | 16.80% |
SCORX Sextant Core Fund | -1.03% | 14.20% | 9.80% | 9.85% | -10.39% | 12.12% | 10.37% | 20.01% | -4.61% | 14.58% |
Returns By Period
In the year-to-date period, SSGFX achieves a -10.08% return, which is significantly lower than SCORX's -1.03% return. Over the past 10 years, SSGFX has outperformed SCORX with an annualized return of 12.51%, while SCORX has yielded a comparatively lower 7.45% annualized return.
SSGFX
- 1D
- -0.70%
- 1M
- -8.24%
- YTD
- -10.08%
- 6M
- -10.14%
- 1Y
- 14.53%
- 3Y*
- 15.07%
- 5Y*
- 8.63%
- 10Y*
- 12.51%
SCORX
- 1D
- -0.05%
- 1M
- -6.43%
- YTD
- -1.03%
- 6M
- -0.80%
- 1Y
- 13.85%
- 3Y*
- 9.87%
- 5Y*
- 5.99%
- 10Y*
- 7.45%
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SSGFX vs. SCORX - Expense Ratio Comparison
SSGFX has a 0.74% expense ratio, which is lower than SCORX's 0.90% expense ratio.
Return for Risk
SSGFX vs. SCORX — Risk / Return Rank
SSGFX
SCORX
SSGFX vs. SCORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Growth Fund (SSGFX) and Sextant Core Fund (SCORX). 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 | SCORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.38 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.98 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 1.97 | -1.13 |
Martin ratioReturn relative to average drawdown | 2.93 | 7.45 | -4.51 |
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
| SSGFX | SCORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.38 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.66 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.77 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.49 | -0.02 |
Correlation
The correlation between SSGFX and SCORX is 0.86, 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
SSGFX vs. SCORX - Dividend Comparison
SSGFX's dividend yield for the trailing twelve months is around 1.83%, less than SCORX's 2.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSGFX Sextant Growth Fund | 1.83% | 1.64% | 2.19% | 0.00% | 2.59% | 8.85% | 0.58% | 2.83% | 5.10% | 0.63% | 3.65% | 8.92% |
SCORX Sextant Core Fund | 2.17% | 2.14% | 2.78% | 1.61% | 1.51% | 3.13% | 1.42% | 5.99% | 1.43% | 1.36% | 1.48% | 4.95% |
Drawdowns
SSGFX vs. SCORX - Drawdown Comparison
The maximum SSGFX drawdown since its inception was -51.52%, which is greater than SCORX's maximum drawdown of -32.34%. Use the drawdown chart below to compare losses from any high point for SSGFX and SCORX.
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Drawdown Indicators
| SSGFX | SCORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.52% | -32.34% | -19.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.13% | -6.82% | -7.31% |
Max Drawdown (5Y)Largest decline over 5 years | -30.06% | -17.05% | -13.01% |
Max Drawdown (10Y)Largest decline over 10 years | -30.23% | -21.10% | -9.13% |
Current DrawdownCurrent decline from peak | -14.13% | -6.62% | -7.51% |
Average DrawdownAverage peak-to-trough decline | -10.16% | -4.32% | -5.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 1.81% | +2.25% |
Volatility
SSGFX vs. SCORX - Volatility Comparison
Sextant Growth Fund (SSGFX) has a higher volatility of 4.83% compared to Sextant Core Fund (SCORX) at 3.53%. This indicates that SSGFX's price experiences larger fluctuations and is considered to be riskier than SCORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSGFX | SCORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 3.53% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 10.45% | 6.52% | +3.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 10.43% | +9.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.83% | 9.10% | +9.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.38% | 9.69% | +9.69% |