STBFX vs. SCORX

Last updated Aug 1, 2026

STBFX (Sextant Short Term Bond Fund) and SCORX (Sextant Core Fund) are both mutual funds - STBFX is a Short-Term Bond fund managed by Sextant Mutual Funds, while SCORX is a Diversified Portfolio fund managed by Sextant Mutual Funds. Their -0.01 correlation means they have often moved in opposite directions in the past. STBFX charges 0.60%/yr vs 0.90%/yr for SCORX.

Performance

STBFX vs. SCORX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sextant Short Term Bond Fund (STBFX) and Sextant Core Fund (SCORX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

STBFX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

SCORX

• 1D: 1.76%
• 1M: -0.71%
• 6M: 3.10%
• YTD: 5.89%
• 1Y: 12.25%
• 3Y*: 10.88%
• 5Y*: 6.50%
• 10Y*: 7.62%
• ALL TIME*: 5.36%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
SCORX Sextant Core Fund	$0.00	$0.00	$0.00

STBFX vs. SCORX - 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%
SCORX Sextant Core Fund	5.89%	14.20%	9.80%	9.85%	-10.39%	12.12%	10.37%	20.01%	-4.61%	14.58%

Correlation

The correlation between STBFX and SCORX is -0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.02
Correlation (3Y) Balances recent behavior with more history.	0.10
Correlation (5Y) Shows whether the relationship held over a longer period.	0.17
Correlation (10Y) Provides a long-term view across more market conditions.	0.08
Correlation (All Time) Calculated using the full available price history since Jan 2, 2008	-0.01

The correlation between STBFX and SCORX shifts across timeframes, from -0.02 (1 year) to 0.17 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

STBFX vs. SCORX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

STBFX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SCORX

SCORX Risk / Return Rank: 39
SCORX Sharpe Ratio Rank: 38
SCORX Sortino Ratio Rank: 36
SCORX Omega Ratio Rank: 37
SCORX Calmar Ratio Rank: 45
SCORX Martin Ratio Rank: 38

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

STBFX vs. SCORX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sextant Short Term Bond Fund (STBFX) and Sextant Core Fund (SCORX). 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.

	STBFX	SCORX	Difference
Sharpe ratio: Return per unit of total volatility	—	1.18	—
Sortino ratio: Return per unit of downside risk	—	1.68	—
Omega ratio: Gain probability vs. loss probability	—	1.21	—
Calmar ratio: Return relative to maximum drawdown	—	1.79	—
Martin ratio: Return relative to average drawdown	—	5.64	—

Drawdowns

Drawdown Indicators

	STBFX	SCORX	Difference
Max Drawdown Largest peak-to-trough decline	—	-32.34%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-6.62%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-9.95%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.05%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-21.10%	—
Current Drawdown Current decline from peak	—	-3.16%	—
Average Drawdown Average peak-to-trough decline	—	-4.28%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.10%	—

Volatility

Volatility by Period

	STBFX	SCORX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.14%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.64%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	10.06%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	9.50%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	9.84%	—

STBFX vs. SCORX - Expense Ratio Comparison

STBFX has a 0.60% expense ratio, which is lower than SCORX's 0.90% expense ratio.

Dividends

STBFX vs. SCORX - Dividend Comparison

STBFX's dividend yield for the trailing twelve months is around 2.06%, more than SCORX's 2.02% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SCORX Sextant Core Fund	2.02%	2.14%	2.78%	1.61%	1.51%	3.13%	1.42%	5.99%	1.43%	1.36%	1.48%	4.95%
STBFX Sextant Short Term Bond Fund	2.06%	3.17%	2.77%	1.84%	1.04%	1.07%	1.60%	1.75%	1.47%	1.30%	1.06%	1.07%

Frequently Asked Questions

Can I hold both STBFX and SCORX in my portfolio?

STBFX and SCORX have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.