Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGZFX (SEXTANT GROWTH FUND SEXTANT GROWTH FUND Z SHARES) | 4.89% | 18.64% | 18.37% | 10.94% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGZFX (SEXTANT GROWTH FUND SEXTANT GROWTH FUND Z SHARES) | 06/07/2017 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.45 | 18.64 | 18.37 | 10.94 | NA | NA | NA | … | … | 4.89 | 16.28 | 24.75 | 28.55 | -25.12 | 23.09 | 30.79 | 36.78 | 0.67 | 8.71 |
| Sharpe Ratio | NA | 1.41 | 0.97 | 0.48 | NA | NA | NA | … | … | 0.95 | 0.66 | 1.34 | 1.74 | -1.02 | 1.55 | 0.90 | 2.41 | -0.04 | 1.87 |
| Standard Deviation(%) | NA | 14.45 | 17.12 | 18.87 | NA | NA | NA | … | … | 16.44 | 20.47 | 15.78 | 14.45 | 26.05 | 14.91 | 33.61 | 14.63 | 19.87 | 8.07 |
| Draw Down(%) | NA | 14.04 | 21.04 | 29.92 | NA | NA | NA | … | … | 12.14 | 21.04 | 10.98 | 11.07 | 29.36 | 7.35 | 30.23 | 8.56 | 22.10 | 2.90 |
| Yield(%) | 0.00 | 1.82 | 1.82 | 3.30 | 4.65 | 3.10 | 2.32 | … | … | 0.00 | 1.87 | 2.71 | 0.07 | 1.89 | 10.41 | 1.01 | 3.97 | 5.23 | 6.00 |
Data as of 06/10/2026, Common starting date is 06/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGZFX (SEXTANT GROWTH FUND SEXTANT GROWTH FUND Z SHARES) |
4.71%
Sep 2020 – Sep 2023 |
9.60%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGZFX (SEXTANT GROWTH FUND SEXTANT GROWTH FUND Z SHARES) |
30.10%
Dec 2018 – Dec 2021 |
16.21%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart