SSGFX vs. SGHIX
Compare and contrast key facts about Sextant Growth Fund (SSGFX) and Sextant Global High Income Fund (SGHIX).
SSGFX is managed by Sextant Mutual Funds. It was launched on Apr 1, 1987. SGHIX is managed by Sextant Mutual Funds. It was launched on Mar 29, 2012.
Performance
SSGFX vs. SGHIX - Performance Comparison
Loading graphics...
SSGFX vs. SGHIX - 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% |
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% |
Returns By Period
In the year-to-date period, SSGFX achieves a -10.08% return, which is significantly lower than SGHIX's 1.23% return. Over the past 10 years, SSGFX has outperformed SGHIX with an annualized return of 12.51%, while SGHIX has yielded a comparatively lower 7.05% 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%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SSGFX vs. SGHIX - Expense Ratio Comparison
SSGFX has a 0.74% expense ratio, which is lower than SGHIX's 0.75% expense ratio.
Return for Risk
SSGFX vs. SGHIX — Risk / Return Rank
SSGFX
SGHIX
SSGFX vs. SGHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Growth Fund (SSGFX) and Sextant Global High Income Fund (SGHIX). 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 | SGHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.40 | -0.63 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.88 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 1.55 | -0.71 |
Martin ratioReturn relative to average drawdown | 2.93 | 7.28 | -4.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SSGFX | SGHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.40 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.74 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.75 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.54 | -0.07 |
Correlation
The correlation between SSGFX and SGHIX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SSGFX vs. SGHIX - Dividend Comparison
SSGFX's dividend yield for the trailing twelve months is around 1.83%, less than SGHIX's 5.01% 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% |
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% |
Drawdowns
SSGFX vs. SGHIX - Drawdown Comparison
The maximum SSGFX drawdown since its inception was -51.52%, which is greater than SGHIX's maximum drawdown of -26.67%. Use the drawdown chart below to compare losses from any high point for SSGFX and SGHIX.
Loading graphics...
Drawdown Indicators
| SSGFX | SGHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.52% | -26.67% | -24.85% |
Max Drawdown (1Y)Largest decline over 1 year | -14.13% | -6.85% | -7.28% |
Max Drawdown (5Y)Largest decline over 5 years | -30.06% | -17.65% | -12.41% |
Max Drawdown (10Y)Largest decline over 10 years | -30.23% | -24.00% | -6.23% |
Current DrawdownCurrent decline from peak | -14.13% | -6.80% | -7.33% |
Average DrawdownAverage peak-to-trough decline | -10.16% | -4.77% | -5.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 1.62% | +2.44% |
Volatility
SSGFX vs. SGHIX - Volatility Comparison
Sextant Growth Fund (SSGFX) has a higher volatility of 4.83% compared to Sextant Global High Income Fund (SGHIX) at 3.50%. This indicates that SSGFX's price experiences larger fluctuations and is considered to be riskier than SGHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SSGFX | SGHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 3.50% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 10.45% | 5.39% | +5.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 8.56% | +10.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.83% | 8.31% | +10.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.38% | 9.42% | +9.96% |