SSIFX vs. FIVFX
Compare and contrast key facts about Sextant International Fund (SSIFX) and Fidelity International Capital Appreciation Fund (FIVFX).
SSIFX is managed by Sextant Mutual Funds. It was launched on Sep 27, 1995. FIVFX is managed by Fidelity. It was launched on Nov 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSIFX or FIVFX.
Key characteristics
| SSIFX | FIVFX | |
|---|---|---|
| YTD Return | 8.15% | 11.95% |
| 1Y Return | 22.38% | 24.56% |
| 3Y Return (Ann) | 1.07% | 1.86% |
| 5Y Return (Ann) | 8.18% | 9.28% |
| 10Y Return (Ann) | 7.37% | 8.64% |
| Sharpe Ratio | 1.48 | 1.79 |
| Daily Std Dev | 14.81% | 13.69% |
| Max Drawdown | -56.24% | -66.31% |
| Current Drawdown | -1.83% | -1.17% |
Correlation
The correlation between SSIFX and FIVFX is 0.82, 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
SSIFX vs. FIVFX - Performance Comparison
In the year-to-date period, SSIFX achieves a 8.15% return, which is significantly lower than FIVFX's 11.95% return. Over the past 10 years, SSIFX has underperformed FIVFX with an annualized return of 7.37%, while FIVFX has yielded a comparatively higher 8.64% 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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SSIFX vs. FIVFX - Expense Ratio Comparison
SSIFX has a 1.27% expense ratio, which is higher than FIVFX's 1.00% expense ratio.
Risk-Adjusted Performance
SSIFX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant International Fund (SSIFX) and Fidelity International Capital Appreciation Fund (FIVFX). 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
SSIFX vs. FIVFX - Dividend Comparison
SSIFX's dividend yield for the trailing twelve months is around 0.32%, less than FIVFX's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSIFX Sextant International Fund | 0.32% | 0.34% | 0.00% | 8.32% | 0.36% | 3.57% | 8.03% | 8.94% | 1.30% | 1.86% | 4.20% | 2.10% |
FIVFX Fidelity International Capital Appreciation Fund | 0.34% | 0.38% | 0.05% | 9.08% | 1.28% | 3.29% | 3.01% | 3.31% | 0.68% | 1.98% | 6.09% | 0.71% |
Drawdowns
SSIFX vs. FIVFX - Drawdown Comparison
The maximum SSIFX drawdown since its inception was -56.24%, smaller than the maximum FIVFX drawdown of -66.31%. Use the drawdown chart below to compare losses from any high point for SSIFX and FIVFX. For additional features, visit the drawdowns tool.
Volatility
SSIFX vs. FIVFX - Volatility Comparison
Sextant International Fund (SSIFX) has a higher volatility of 4.95% compared to Fidelity International Capital Appreciation Fund (FIVFX) at 4.64%. This indicates that SSIFX's price experiences larger fluctuations and is considered to be riskier than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.