SSIIX vs. STBNX
SSIIX (Ocean Park Tactical Core Income Fund) and STBNX (Ocean Park Tactical Bond Fund) are both Nontraditional Bonds funds from Ocean Park. Over the past 5 years, SSIIX returned 0.72%/yr vs 1.34%/yr for STBNX. Their 0.69 correlation means they have sometimes moved together and sometimes differently. SSIIX charges 1.35%/yr vs 1.63%/yr for STBNX.
Performance
SSIIX vs. STBNX - Performance Comparison
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Returns By Period
In the year-to-date period, SSIIX achieves a 0.05% return, which is significantly lower than STBNX's 0.83% return.
SSIIX
- 1D
- 0.14%
- 1M
- -0.68%
- 6M
- -0.54%
- YTD
- 0.05%
- 1Y
- 2.82%
- 3Y*
- 3.61%
- 5Y*
- 0.72%
- 10Y*
- 2.13%
- ALL TIME*
- 2.89%
STBNX
- 1D
- 0.25%
- 1M
- -0.44%
- 6M
- 0.44%
- YTD
- 0.83%
- 1Y
- 3.57%
- 3Y*
- 3.27%
- 5Y*
- 1.34%
- 10Y*
- —
- ALL TIME*
- 3.96%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SSIIX vs. STBNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SSIIX Ocean Park Tactical Core Income Fund | 0.05% | 3.20% | 3.84% | 3.68% | -5.29% | 0.18% | 4.78% | 1.21% |
STBNX Ocean Park Tactical Bond Fund | 0.83% | -0.37% | 6.36% | 6.76% | -4.47% | 1.11% | 15.56% | 2.41% |
Correlation
The correlation between SSIIX and STBNX is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2019 | 0.69 |
The correlation between SSIIX and STBNX shifts across timeframes, from 0.69 (all time) to 0.81 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
SSIIX vs. STBNX — Risk / Return Rank
SSIIX
STBNX
SSIIX vs. STBNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ocean Park Tactical Core Income Fund (SSIIX) and Ocean Park Tactical Bond Fund (STBNX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SSIIX | STBNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.47 | -0.35 |
| Martin ratioReturn relative to average drawdown | 3.21 | 6.54 | -3.33 |
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Drawdowns
SSIIX vs. STBNX - Drawdown Comparison
The maximum SSIIX drawdown since its inception was -9.34%, which is greater than STBNX's maximum drawdown of -8.04%. Use the drawdown chart below to compare losses from any high point for SSIIX and STBNX.
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Drawdown Indicators
| SSIIX | STBNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.34% | -8.04% | -1.30% |
Max Drawdown (1Y)Largest decline over 1 year | -2.85% | -2.44% | -0.41% |
Max Drawdown (3Y)Largest decline over 3 years | -3.90% | -6.96% | +3.06% |
Max Drawdown (5Y)Largest decline over 5 years | -9.34% | -8.04% | -1.30% |
Max Drawdown (10Y)Largest decline over 10 years | -9.34% | — | — |
Current DrawdownCurrent decline from peak | -1.68% | -1.17% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -1.83% | -2.60% | +0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.55% | +0.45% |
Volatility
SSIIX vs. STBNX - Volatility Comparison
Ocean Park Tactical Core Income Fund (SSIIX) and Ocean Park Tactical Bond Fund (STBNX) have volatilities of 0.69% and 0.70%, 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
| SSIIX | STBNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.69% | 0.70% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 2.51% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.83% | 3.07% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.07% | 3.97% | -0.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.61% | 4.91% | -2.30% |
SSIIX vs. STBNX - Expense Ratio Comparison
SSIIX has a 1.35% expense ratio, which is lower than STBNX's 1.63% expense ratio.
Dividends
SSIIX vs. STBNX - Dividend Comparison
SSIIX's dividend yield for the trailing twelve months is around 4.46%, less than STBNX's 5.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSIIX Ocean Park Tactical Core Income Fund | 4.46% | 4.31% | 4.29% | 3.75% | 1.39% | 2.51% | 2.34% | 2.76% | 2.61% | 3.11% | 2.64% | 3.36% |
STBNX Ocean Park Tactical Bond Fund | 5.34% | 4.98% | 5.17% | 4.53% | 1.41% | 2.74% | 6.55% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SSIIX and STBNX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STBNX has higher volatility (0.70%) compared to SSIIX (0.69%). In terms of maximum drawdown, SSIIX dropped -9.34% vs STBNX's -8.04%.
STBNX currently has the higher Sharpe Ratio (1.17 vs 1.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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