STBFX vs. SSGFX

Last updated Jun 3, 2026

STBFX (Sextant Short Term Bond Fund) and SSGFX (Sextant Growth Fund) are both mutual funds - STBFX is a Short-Term Bond fund managed by Sextant Mutual Funds, while SSGFX is a Large Cap Growth Equities fund managed by Sextant Mutual Funds. At a correlation of -0.10, they often move in opposite directions. STBFX charges 0.60%/yr vs 0.74%/yr for SSGFX.

Performance

STBFX vs. SSGFX - Performance Comparison

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

Returns By Period

STBFX

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

SSGFX

• 1D: 0.37%
• 1M: 3.99%
• YTD: 11.80%
• 6M: 9.64%
• 1Y: 29.05%
• 3Y*: 21.11%
• 5Y*: 12.41%
• 10Y*: 15.17%

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

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	11.80%	16.01%	24.45%	28.25%	-25.30%	22.79%	30.49%	36.39%	0.46%	16.80%

Correlation

The correlation between STBFX and SSGFX is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.08
Correlation (3Y) Calculated over the trailing 3-year period	0.01
Correlation (5Y) Calculated over the trailing 5-year period	0.04
Correlation (10Y) Calculated over the trailing 10-year period	-0.02
Correlation (All Time) Calculated using the full available price history since Jan 3, 1996	-0.10

The correlation between STBFX and SSGFX shifts across timeframes, from -0.10 (all time) to 0.04 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

STBFX vs. SSGFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SSGFX

SSGFX Risk / Return Rank: 42
SSGFX Sharpe Ratio Rank: 51
SSGFX Sortino Ratio Rank: 48
SSGFX Omega Ratio Rank: 47
SSGFX Calmar Ratio Rank: 31
SSGFX Martin Ratio Rank: 31

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

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

Sharpe Ratios by Period

	STBFX	SSGFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.11	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.66	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.78	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.50	—

Drawdowns

Drawdown Indicators

	STBFX	SSGFX	Difference
Max Drawdown Largest peak-to-trough decline	—	-51.52%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.13%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-21.07%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-30.06%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-30.23%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-10.13%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.11%	—

Volatility

Volatility by Period

	STBFX	SSGFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.65%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.80%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	14.06%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.90%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.45%	—

STBFX vs. SSGFX - Expense Ratio Comparison

STBFX has a 0.60% expense ratio, which is lower than SSGFX's 0.74% expense ratio.

Dividends

STBFX vs. SSGFX - Dividend Comparison

STBFX's dividend yield for the trailing twelve months is around 2.61%, more than SSGFX's 1.47% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SSGFX Sextant Growth Fund	1.47%	1.64%	2.19%	0.00%	2.59%	8.85%	0.58%	2.83%	5.10%	0.63%	3.65%	8.92%
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

Can I hold both STBFX and SSGFX in my portfolio?

STBFX and SSGFX have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.