SSIFX vs. SPMO
Compare and contrast key facts about Sextant International Fund (SSIFX) and Invesco S&P 500 Momentum ETF (SPMO).
SSIFX is managed by Sextant Mutual Funds. It was launched on Sep 27, 1995. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015.
Performance
SSIFX vs. SPMO - Performance Comparison
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SSIFX vs. SPMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSIFX Sextant International Fund | -0.21% | 22.73% | 1.26% | 24.82% | -22.62% | 17.45% | 15.09% | 26.86% | -3.92% | 25.45% |
SPMO Invesco S&P 500 Momentum ETF | -5.78% | 26.58% | 45.82% | 17.56% | -10.45% | 22.64% | 28.25% | 25.93% | -0.92% | 27.76% |
Returns By Period
In the year-to-date period, SSIFX achieves a -0.21% return, which is significantly higher than SPMO's -5.78% return. Over the past 10 years, SSIFX has underperformed SPMO with an annualized return of 10.07%, while SPMO has yielded a comparatively higher 17.16% annualized return.
SSIFX
- 1D
- -0.73%
- 1M
- -11.84%
- YTD
- -0.21%
- 6M
- 0.08%
- 1Y
- 26.74%
- 3Y*
- 11.54%
- 5Y*
- 7.42%
- 10Y*
- 10.07%
SPMO
- 1D
- 3.96%
- 1M
- -5.89%
- YTD
- -5.78%
- 6M
- -6.90%
- 1Y
- 22.23%
- 3Y*
- 28.36%
- 5Y*
- 17.17%
- 10Y*
- 17.16%
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SSIFX vs. SPMO - Expense Ratio Comparison
SSIFX has a 1.27% expense ratio, which is higher than SPMO's 0.13% expense ratio.
Return for Risk
SSIFX vs. SPMO — Risk / Return Rank
SSIFX
SPMO
SSIFX vs. SPMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant International Fund (SSIFX) and Invesco S&P 500 Momentum ETF (SPMO). 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.
| SSIFX | SPMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.98 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.51 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.79 | +0.08 |
Martin ratioReturn relative to average drawdown | 6.52 | 6.36 | +0.16 |
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
| SSIFX | SPMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.98 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.91 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.86 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.85 | -0.40 |
Correlation
The correlation between SSIFX and SPMO is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SSIFX vs. SPMO - Dividend Comparison
SSIFX's dividend yield for the trailing twelve months is around 16.14%, more than SPMO's 0.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSIFX Sextant International Fund | 16.14% | 15.83% | 0.54% | 0.34% | 0.00% | 8.32% | 0.36% | 3.57% | 8.03% | 8.94% | 1.30% | 1.86% |
SPMO Invesco S&P 500 Momentum ETF | 0.91% | 0.73% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% |
Drawdowns
SSIFX vs. SPMO - Drawdown Comparison
The maximum SSIFX drawdown since its inception was -56.24%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for SSIFX and SPMO.
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Drawdown Indicators
| SSIFX | SPMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.24% | -30.95% | -25.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -12.70% | +0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -34.21% | -22.74% | -11.47% |
Max Drawdown (10Y)Largest decline over 10 years | -34.21% | -30.95% | -3.26% |
Current DrawdownCurrent decline from peak | -12.38% | -9.24% | -3.14% |
Average DrawdownAverage peak-to-trough decline | -11.88% | -4.66% | -7.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 3.57% | -0.02% |
Volatility
SSIFX vs. SPMO - Volatility Comparison
Sextant International Fund (SSIFX) and Invesco S&P 500 Momentum ETF (SPMO) have volatilities of 7.16% and 6.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSIFX | SPMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 6.82% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 14.89% | 12.62% | +2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.88% | 22.68% | -0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.46% | 19.06% | -0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 20.08% | -2.30% |