Correlation
The correlation between SSGFX and SPUS is 0.95, 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.
SSGFX vs. SPUS
Compare and contrast key facts about Sextant Growth Fund (SSGFX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
SSGFX is managed by Sextant Mutual Funds. It was launched on Apr 1, 1987. SPUS is a passively managed fund by Toroso Investments that tracks the performance of the S&P 500 Shariah Industry Exclusions Index. It was launched on Dec 18, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSGFX or SPUS.
Performance
SSGFX vs. SPUS - Performance Comparison
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Key characteristics
SSGFX:
0.61
SPUS:
0.46
SSGFX:
0.87
SPUS:
0.68
SSGFX:
1.12
SPUS:
1.09
SSGFX:
0.54
SPUS:
0.37
SSGFX:
1.82
SPUS:
1.24
SSGFX:
6.27%
SPUS:
6.85%
SSGFX:
22.21%
SPUS:
23.38%
SSGFX:
-48.53%
SPUS:
-30.80%
SSGFX:
-3.71%
SPUS:
-5.95%
Returns By Period
In the year-to-date period, SSGFX achieves a 0.13% return, which is significantly higher than SPUS's -2.23% return.
SSGFX
0.13%
8.38%
-0.17%
13.51%
13.48%
13.36%
11.84%
SPUS
-2.23%
8.32%
-2.22%
10.57%
15.19%
16.72%
N/A
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SSGFX vs. SPUS - Expense Ratio Comparison
SSGFX has a 0.74% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Risk-Adjusted Performance
SSGFX vs. SPUS — Risk-Adjusted Performance Rank
SSGFX
SPUS
SSGFX vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Growth Fund (SSGFX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). 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.
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Dividends
SSGFX vs. SPUS - Dividend Comparison
SSGFX's dividend yield for the trailing twelve months is around 2.19%, more than SPUS's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSGFX Sextant Growth Fund | 2.19% | 2.19% | 0.00% | 2.59% | 8.85% | 0.58% | 2.83% | 5.10% | 5.74% | 3.65% | 8.92% | 5.57% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.72% | 0.70% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SSGFX vs. SPUS - Drawdown Comparison
The maximum SSGFX drawdown since its inception was -48.53%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for SSGFX and SPUS.
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Volatility
SSGFX vs. SPUS - Volatility Comparison
The current volatility for Sextant Growth Fund (SSGFX) is 4.92%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 5.80%. This indicates that SSGFX experiences smaller price fluctuations and is considered to be less risky than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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