STBFX vs. SSGFX
Compare and contrast key facts about Sextant Short Term Bond Fund (STBFX) and Sextant Growth Fund (SSGFX).
STBFX is managed by Sextant Mutual Funds. It was launched on Sep 28, 1995. SSGFX is managed by Sextant Mutual Funds. It was launched on Apr 1, 1987.
Performance
STBFX vs. SSGFX - Performance Comparison
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STBFX vs. SSGFX - 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% |
SSGFX Sextant Growth Fund | -10.08% | 16.01% | 24.45% | 28.25% | -25.30% | 22.79% | 30.49% | 36.39% | 0.46% | 16.80% |
Returns By Period
In the year-to-date period, STBFX achieves a 0.28% return, which is significantly higher than SSGFX's -10.08% return. Over the past 10 years, STBFX has underperformed SSGFX with an annualized return of 1.74%, while SSGFX has yielded a comparatively higher 12.51% 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%
SSGFX
- 1D
- -0.70%
- 1M
- -8.24%
- YTD
- -10.08%
- 6M
- -10.14%
- 1Y
- 14.53%
- 3Y*
- 15.07%
- 5Y*
- 8.63%
- 10Y*
- 12.51%
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STBFX vs. SSGFX - Expense Ratio Comparison
STBFX has a 0.60% expense ratio, which is lower than SSGFX's 0.74% expense ratio.
Return for Risk
STBFX vs. SSGFX — Risk / Return Rank
STBFX
SSGFX
STBFX vs. SSGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Short Term Bond Fund (STBFX) and Sextant Growth Fund (SSGFX). 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 | SSGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.93 | 0.77 | +1.16 |
Sortino ratioReturn per unit of downside risk | 3.08 | 1.26 | +1.82 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.18 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 6.79 | 0.84 | +5.94 |
Martin ratioReturn relative to average drawdown | 17.29 | 2.93 | +14.36 |
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 | SSGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 0.77 | +1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.46 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.65 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.23 | 0.47 | +0.76 |
Correlation
The correlation between STBFX and SSGFX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
STBFX vs. SSGFX - Dividend Comparison
STBFX's dividend yield for the trailing twelve months is around 3.14%, more than SSGFX's 1.83% 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% |
SSGFX Sextant Growth Fund | 1.83% | 1.64% | 2.19% | 0.00% | 2.59% | 8.85% | 0.58% | 2.83% | 5.10% | 0.63% | 3.65% | 8.92% |
Drawdowns
STBFX vs. SSGFX - Drawdown Comparison
The maximum STBFX drawdown since its inception was -6.79%, smaller than the maximum SSGFX drawdown of -51.52%. Use the drawdown chart below to compare losses from any high point for STBFX and SSGFX.
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Drawdown Indicators
| STBFX | SSGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.79% | -51.52% | +44.73% |
Max Drawdown (1Y)Largest decline over 1 year | -0.60% | -14.13% | +13.53% |
Max Drawdown (5Y)Largest decline over 5 years | -6.68% | -30.06% | +23.38% |
Max Drawdown (10Y)Largest decline over 10 years | -6.79% | -30.23% | +23.44% |
Current DrawdownCurrent decline from peak | -0.41% | -14.13% | +13.72% |
Average DrawdownAverage peak-to-trough decline | -0.62% | -10.16% | +9.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 4.06% | -3.82% |
Volatility
STBFX vs. SSGFX - Volatility Comparison
The current volatility for Sextant Short Term Bond Fund (STBFX) is 0.77%, while Sextant Growth Fund (SSGFX) has a volatility of 4.83%. This indicates that STBFX experiences smaller price fluctuations and is considered to be less risky than SSGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STBFX | SSGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 4.83% | -4.06% |
Volatility (6M)Calculated over the trailing 6-month period | 1.43% | 10.45% | -9.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.13% | 19.52% | -17.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.25% | 18.83% | -16.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.00% | 19.38% | -17.38% |