STBFX vs. DFEQX
Compare and contrast key facts about Sextant Short Term Bond Fund (STBFX) and DFA Short-Term Extended Quality Portfolio (DFEQX).
STBFX is managed by Sextant Mutual Funds. It was launched on Sep 28, 1995. DFEQX is managed by Dimensional. It was launched on Mar 4, 2009.
Performance
STBFX vs. DFEQX - Performance Comparison
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STBFX vs. DFEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
DFEQX DFA Short-Term Extended Quality Portfolio | 0.28% | 4.27% | 5.50% | 5.44% | -5.18% | -0.60% | 2.24% | 4.51% | 1.34% | 1.51% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with STBFX at 0.28% and DFEQX at 0.28%. Over the past 10 years, STBFX has underperformed DFEQX with an annualized return of 1.74%, while DFEQX has yielded a comparatively higher 1.90% annualized return.
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%
DFEQX
- 1D
- 0.11%
- 1M
- -0.65%
- YTD
- 0.28%
- 6M
- 1.31%
- 1Y
- 3.59%
- 3Y*
- 4.65%
- 5Y*
- 1.89%
- 10Y*
- 1.90%
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STBFX vs. DFEQX - Expense Ratio Comparison
STBFX has a 0.60% expense ratio, which is higher than DFEQX's 0.19% expense ratio.
Return for Risk
STBFX vs. DFEQX — Risk / Return Rank
STBFX
DFEQX
STBFX vs. DFEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Short Term Bond Fund (STBFX) and DFA Short-Term Extended Quality Portfolio (DFEQX). 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.
| STBFX | DFEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.93 | 4.02 | -2.09 |
Sortino ratioReturn per unit of downside risk | 3.08 | 6.44 | -3.36 |
Omega ratioGain probability vs. loss probability | 1.49 | 2.51 | -1.02 |
Calmar ratioReturn relative to maximum drawdown | 6.79 | 4.46 | +2.33 |
Martin ratioReturn relative to average drawdown | 17.29 | 20.52 | -3.22 |
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
| STBFX | DFEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 4.02 | -2.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.92 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 1.12 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.23 | 1.11 | +0.12 |
Correlation
The correlation between STBFX and DFEQX is 0.48, 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
STBFX vs. DFEQX - Dividend Comparison
STBFX's dividend yield for the trailing twelve months is around 3.14%, less than DFEQX's 3.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DFEQX DFA Short-Term Extended Quality Portfolio | 3.94% | 3.62% | 4.40% | 3.34% | 1.78% | 1.05% | 0.47% | 2.18% | 3.14% | 1.51% | 1.59% | 1.72% |
Drawdowns
STBFX vs. DFEQX - Drawdown Comparison
The maximum STBFX drawdown since its inception was -6.79%, smaller than the maximum DFEQX drawdown of -8.40%. Use the drawdown chart below to compare losses from any high point for STBFX and DFEQX.
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Drawdown Indicators
| STBFX | DFEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.79% | -8.40% | +1.61% |
Max Drawdown (1Y)Largest decline over 1 year | -0.60% | -0.76% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -6.68% | -8.40% | +1.72% |
Max Drawdown (10Y)Largest decline over 10 years | -6.79% | -8.40% | +1.61% |
Current DrawdownCurrent decline from peak | -0.41% | -0.65% | +0.24% |
Average DrawdownAverage peak-to-trough decline | -0.62% | -0.96% | +0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 0.17% | +0.07% |
Volatility
STBFX vs. DFEQX - Volatility Comparison
Sextant Short Term Bond Fund (STBFX) has a higher volatility of 0.77% compared to DFA Short-Term Extended Quality Portfolio (DFEQX) at 0.45%. This indicates that STBFX's price experiences larger fluctuations and is considered to be riskier than DFEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STBFX | DFEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 0.45% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 1.43% | 0.66% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.13% | 0.91% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.25% | 2.06% | +0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.00% | 1.70% | +0.30% |