STBFX vs. SGHIX
STBFX (Sextant Short Term Bond Fund) and SGHIX (Sextant Global High Income Fund) are both mutual funds - STBFX is a Short-Term Bond fund managed by Sextant Mutual Funds, while SGHIX is a Global Allocation fund managed by Sextant Mutual Funds. At a 0.06 correlation, their price movements are largely independent. STBFX charges 0.60%/yr vs 0.75%/yr for SGHIX.
Performance
STBFX vs. SGHIX - Performance Comparison
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Returns By Period
STBFX
- 1D
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- 1M
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- YTD
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- 6M
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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SGHIX
- 1D
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- 1M
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- YTD
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- 6M
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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STBFX vs. SGHIX - 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% |
SGHIX Sextant Global High Income Fund | 1.23% | 18.52% | 3.12% | 10.05% | -7.80% | 10.61% | -2.72% | 11.47% | -1.22% | 15.44% |
Correlation
The correlation between STBFX and SGHIX is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013 | 0.06 |
The correlation between STBFX and SGHIX shifts across timeframes, from 0.06 (all time) to 0.17 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
STBFX vs. SGHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Short Term Bond Fund (STBFX) and Sextant Global High Income Fund (SGHIX). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
STBFX vs. SGHIX - Drawdown Comparison
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Volatility
STBFX vs. SGHIX - Volatility Comparison
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STBFX vs. SGHIX - Expense Ratio Comparison
STBFX has a 0.60% expense ratio, which is lower than SGHIX's 0.75% expense ratio.
Dividends
STBFX vs. SGHIX - Dividend Comparison
STBFX's dividend yield for the trailing twelve months is around 2.61%, less than SGHIX's 5.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGHIX Sextant Global High Income Fund | 5.01% | 3.92% | 3.13% | 4.21% | 3.51% | 1.97% | 3.56% | 8.54% | 3.75% | 2.82% | 4.51% | 4.35% |
STBFX Sextant Short Term Bond Fund | 2.61% | 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
STBFX and SGHIX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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