STBFX vs. JSDSX
Compare and contrast key facts about Sextant Short Term Bond Fund (STBFX) and JPMorgan Short Duration Core Plus Fund (JSDSX).
STBFX is managed by Sextant Mutual Funds. It was launched on Sep 28, 1995. JSDSX is managed by JPMorgan. It was launched on Mar 1, 2013.
Performance
STBFX vs. JSDSX - Performance Comparison
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STBFX vs. JSDSX - 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% |
JSDSX JPMorgan Short Duration Core Plus Fund | -0.30% | 6.57% | 5.26% | 6.12% | -5.95% | 0.21% | 5.13% | 6.03% | 0.87% | 4.09% |
Returns By Period
In the year-to-date period, STBFX achieves a 0.28% return, which is significantly higher than JSDSX's -0.30% return. Over the past 10 years, STBFX has underperformed JSDSX with an annualized return of 1.74%, while JSDSX has yielded a comparatively higher 3.59% 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%
JSDSX
- 1D
- 0.21%
- 1M
- -1.37%
- YTD
- -0.30%
- 6M
- 0.99%
- 1Y
- 4.42%
- 3Y*
- 5.18%
- 5Y*
- 2.27%
- 10Y*
- 3.59%
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STBFX vs. JSDSX - Expense Ratio Comparison
Both STBFX and JSDSX have an expense ratio of 0.60%.
Return for Risk
STBFX vs. JSDSX — Risk / Return Rank
STBFX
JSDSX
STBFX vs. JSDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Short Term Bond Fund (STBFX) and JPMorgan Short Duration Core Plus Fund (JSDSX). 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 | JSDSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.93 | 2.22 | -0.29 |
Sortino ratioReturn per unit of downside risk | 3.08 | 3.38 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.47 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 6.79 | 2.95 | +3.84 |
Martin ratioReturn relative to average drawdown | 17.29 | 14.36 | +2.94 |
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 | JSDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 2.22 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.87 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 1.52 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.23 | 1.22 | +0.01 |
Correlation
The correlation between STBFX and JSDSX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
STBFX vs. JSDSX - Dividend Comparison
STBFX's dividend yield for the trailing twelve months is around 3.14%, less than JSDSX's 3.92% 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% |
JSDSX JPMorgan Short Duration Core Plus Fund | 3.92% | 3.88% | 3.91% | 3.33% | 2.51% | 1.86% | 2.39% | 2.66% | 2.68% | 3.93% | 4.72% | 4.81% |
Drawdowns
STBFX vs. JSDSX - Drawdown Comparison
The maximum STBFX drawdown since its inception was -6.79%, smaller than the maximum JSDSX drawdown of -8.93%. Use the drawdown chart below to compare losses from any high point for STBFX and JSDSX.
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Drawdown Indicators
| STBFX | JSDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.79% | -8.93% | +2.14% |
Max Drawdown (1Y)Largest decline over 1 year | -0.60% | -1.58% | +0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -6.68% | -8.93% | +2.25% |
Max Drawdown (10Y)Largest decline over 10 years | -6.79% | -8.93% | +2.14% |
Current DrawdownCurrent decline from peak | -0.41% | -1.37% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -0.62% | -1.29% | +0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 0.32% | -0.08% |
Volatility
STBFX vs. JSDSX - Volatility Comparison
Sextant Short Term Bond Fund (STBFX) has a higher volatility of 0.77% compared to JPMorgan Short Duration Core Plus Fund (JSDSX) at 0.66%. This indicates that STBFX's price experiences larger fluctuations and is considered to be riskier than JSDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STBFX | JSDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 0.66% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 1.43% | 1.16% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.13% | 2.01% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.25% | 2.61% | -0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.00% | 2.37% | -0.37% |