SSGFX vs. STBFX
Compare and contrast key facts about Sextant Growth Fund (SSGFX) and Sextant Short Term Bond Fund (STBFX).
SSGFX is managed by Sextant Mutual Funds. It was launched on Apr 1, 1987. STBFX is managed by Sextant Mutual Funds. It was launched on Sep 28, 1995.
Performance
SSGFX vs. STBFX - Performance Comparison
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SSGFX vs. STBFX - 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% |
STBFX Sextant Short Term Bond Fund | 0.28% | 4.92% | 3.87% | 3.79% | -4.16% | -1.09% | 3.42% | 4.03% | 1.09% | 0.50% |
Returns By Period
In the year-to-date period, SSGFX achieves a -10.08% return, which is significantly lower than STBFX's 0.28% return. Over the past 10 years, SSGFX has outperformed STBFX with an annualized return of 12.51%, while STBFX has yielded a comparatively lower 1.74% 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%
STBFX
- 1D
- 0.00%
- 1M
- -0.41%
- YTD
- 0.28%
- 6M
- 1.33%
- 1Y
- 3.81%
- 3Y*
- 3.83%
- 5Y*
- 1.62%
- 10Y*
- 1.74%
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SSGFX vs. STBFX - Expense Ratio Comparison
SSGFX has a 0.74% expense ratio, which is higher than STBFX's 0.60% expense ratio.
Return for Risk
SSGFX vs. STBFX — Risk / Return Rank
SSGFX
STBFX
SSGFX vs. STBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Growth Fund (SSGFX) and Sextant Short Term Bond Fund (STBFX). 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 | STBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.93 | -1.16 |
Sortino ratioReturn per unit of downside risk | 1.26 | 3.08 | -1.82 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.49 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 6.79 | -5.94 |
Martin ratioReturn relative to average drawdown | 2.93 | 17.29 | -14.36 |
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 | STBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.93 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.72 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.87 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 1.23 | -0.76 |
Correlation
The correlation between SSGFX and STBFX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SSGFX vs. STBFX - Dividend Comparison
SSGFX's dividend yield for the trailing twelve months is around 1.83%, less than STBFX's 3.14% 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% |
STBFX Sextant Short Term Bond Fund | 3.14% | 3.17% | 2.77% | 1.84% | 1.04% | 1.07% | 1.60% | 1.75% | 1.47% | 1.30% | 1.06% | 1.07% |
Drawdowns
SSGFX vs. STBFX - Drawdown Comparison
The maximum SSGFX drawdown since its inception was -51.52%, which is greater than STBFX's maximum drawdown of -6.79%. Use the drawdown chart below to compare losses from any high point for SSGFX and STBFX.
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Drawdown Indicators
| SSGFX | STBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.52% | -6.79% | -44.73% |
Max Drawdown (1Y)Largest decline over 1 year | -14.13% | -0.60% | -13.53% |
Max Drawdown (5Y)Largest decline over 5 years | -30.06% | -6.68% | -23.38% |
Max Drawdown (10Y)Largest decline over 10 years | -30.23% | -6.79% | -23.44% |
Current DrawdownCurrent decline from peak | -14.13% | -0.41% | -13.72% |
Average DrawdownAverage peak-to-trough decline | -10.16% | -0.62% | -9.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 0.24% | +3.82% |
Volatility
SSGFX vs. STBFX - Volatility Comparison
Sextant Growth Fund (SSGFX) has a higher volatility of 4.83% compared to Sextant Short Term Bond Fund (STBFX) at 0.77%. This indicates that SSGFX's price experiences larger fluctuations and is considered to be riskier than STBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSGFX | STBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 0.77% | +4.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.45% | 1.43% | +9.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 2.13% | +17.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.83% | 2.25% | +16.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.38% | 2.00% | +17.38% |