SSGFX vs. SPY
Compare and contrast key facts about Sextant Growth Fund (SSGFX) and SPDR S&P 500 ETF (SPY).
SSGFX is managed by Sextant Mutual Funds. It was launched on Apr 1, 1987. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSGFX or SPY.
Correlation
The correlation between SSGFX and SPY 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.
Performance
SSGFX vs. SPY - Performance Comparison
Key characteristics
SSGFX:
1.04
SPY:
1.75
SSGFX:
1.45
SPY:
2.36
SSGFX:
1.19
SPY:
1.32
SSGFX:
1.32
SPY:
2.66
SSGFX:
5.06
SPY:
11.01
SSGFX:
3.32%
SPY:
2.03%
SSGFX:
16.19%
SPY:
12.77%
SSGFX:
-48.53%
SPY:
-55.19%
SSGFX:
-5.87%
SPY:
-2.12%
Returns By Period
In the year-to-date period, SSGFX achieves a -0.09% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, SSGFX has underperformed SPY with an annualized return of 7.60%, while SPY has yielded a comparatively higher 12.96% annualized return.
SSGFX
-0.09%
-3.62%
3.92%
13.66%
9.73%
7.60%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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. SPY - Expense Ratio Comparison
SSGFX has a 0.74% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
SSGFX vs. SPY — Risk-Adjusted Performance Rank
SSGFX
SPY
SSGFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Growth Fund (SSGFX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
SSGFX vs. SPY - Dividend Comparison
SSGFX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSGFX Sextant Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.06% | 0.03% | 0.17% | 0.63% | 0.48% | 0.15% | 0.05% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SSGFX vs. SPY - Drawdown Comparison
The maximum SSGFX drawdown since its inception was -48.53%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SSGFX and SPY. For additional features, visit the drawdowns tool.
Volatility
SSGFX vs. SPY - Volatility Comparison
Sextant Growth Fund (SSGFX) has a higher volatility of 4.65% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that SSGFX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.