SSGFX vs. VUG
Compare and contrast key facts about Sextant Growth Fund (SSGFX) and Vanguard Growth ETF (VUG).
SSGFX is managed by Sextant Mutual Funds. It was launched on Apr 1, 1987. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSGFX or VUG.
Key characteristics
| SSGFX | VUG | |
|---|---|---|
| YTD Return | 19.89% | 23.21% |
| 1Y Return | 30.54% | 37.81% |
| 3Y Return (Ann) | 7.72% | 9.40% |
| 5Y Return (Ann) | 14.78% | 18.72% |
| 10Y Return (Ann) | 12.06% | 15.44% |
| Sharpe Ratio | 1.86 | 2.05 |
| Daily Std Dev | 15.63% | 17.39% |
| Max Drawdown | -48.53% | -50.68% |
| Current Drawdown | -0.64% | -2.53% |
Correlation
The correlation between SSGFX and VUG is 0.94, 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. VUG - Performance Comparison
In the year-to-date period, SSGFX achieves a 19.89% return, which is significantly lower than VUG's 23.21% return. Over the past 10 years, SSGFX has underperformed VUG with an annualized return of 12.06%, while VUG has yielded a comparatively higher 15.44% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SSGFX vs. VUG - Expense Ratio Comparison
SSGFX has a 0.74% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
SSGFX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Growth Fund (SSGFX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
SSGFX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.49%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSGFX Sextant Growth Fund | 0.00% | 0.00% | 2.59% | 8.85% | 0.58% | 2.83% | 5.10% | 5.74% | 3.65% | 8.92% | 5.57% | 9.90% |
VUG Vanguard Growth ETF | 0.49% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
SSGFX vs. VUG - Drawdown Comparison
The maximum SSGFX drawdown since its inception was -48.53%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for SSGFX and VUG. For additional features, visit the drawdowns tool.
Volatility
SSGFX vs. VUG - Volatility Comparison
The current volatility for Sextant Growth Fund (SSGFX) is 5.31%, while Vanguard Growth ETF (VUG) has a volatility of 5.88%. This indicates that SSGFX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.