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SSIFX: SEXTANT INTERNATIONAL FUND SEXTANT INTERNATIONAL FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 22.23 0.13(0.58%) April 17
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (62%) |
Start Date: | 11/27/1996 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.04% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/23/1998 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.8 | 1.8 | 12.4 | 3.7 | 7.8 | 7.2 | 7.4 | 7.2 | 6.5 | 24.8 | -22.6 | 17.5 | 15.1 | 26.9 | -3.9 | 25.5 | 6.1 | -6.1 | -3.2 | 7.5 | 8.1 | -8.8 | 11.8 | 23.5 | -27.0 | 16.8 | 21.0 | 16.2 | 17.1 | 49.5 | -23.1 | -15.1 | -6.5 | 40.6 | 5.6 | 15.9 | 0.8 |
Sharpe Ratio | NA | 0.54 | 0.79 | 0.13 | 0.33 | 0.38 | NA | NA | 0.32 | 1.58 | -1.02 | 1.09 | 0.5 | 2.62 | -0.37 | 3.03 | 0.38 | -0.41 | -0.28 | 0.67 | 0.7 | -0.46 | 0.81 | 1.52 | -1.33 | 0.81 | 1.29 | 1.41 | 1.26 | 3.03 | -1.08 | -0.86 | -0.36 | 2.16 | 0.1 | 0.9 | 0.53 |
Draw Down(%) | NA | 6.0 | 10.0 | 34.2 | 34.2 | 34.2 | NA | NA | 56.2 | 10.0 | 31.9 | 12.7 | 32.8 | 4.3 | 14.2 | 2.6 | 9.7 | 17.6 | 14.0 | 10.3 | 12.1 | 17.5 | 11.4 | 13.0 | 33.6 | 13.4 | 16.3 | 6.3 | 13.8 | 12.5 | 35.8 | 31.9 | 26.6 | 10.3 | 34.0 | 12.5 | 3.2 |
Standard Deviation(%) | NA | 14.3 | 13.5 | 17.7 | 19.9 | 16.8 | NA | NA | 17.3 | 13.1 | 23.7 | 16.0 | 29.5 | 9.7 | 14.1 | 8.2 | 15.6 | 15.0 | 11.4 | 11.2 | 11.6 | 18.9 | 14.5 | 15.4 | 21.0 | 17.1 | 13.8 | 9.9 | 12.8 | 16.1 | 22.4 | 20.5 | 29.6 | 17.3 | 22.1 | 13.7 | 11.2 |
Treynor Ratio | NA | 0.07 | 0.11 | 0.02 | 0.07 | 0.07 | NA | NA | 0.08 | 0.24 | -0.24 | 0.18 | 0.17 | 0.33 | -0.06 | 0.26 | 0.07 | -0.07 | -0.03 | 0.09 | 0.12 | -0.13 | 0.18 | 0.46 | -0.6 | 0.16 | 0.19 | 0.19 | 0.21 | 0.59 | -0.33 | -0.27 | -0.1 | 0.62 | 0.03 | 0.26 | 0.11 |
Alpha | NA | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.03 | -0.04 | 0.02 | 0.03 | 0.03 | 0.04 | 0.0 | 0.01 | -0.01 | 0.01 | -0.03 | -0.01 | 0.0 | 0.02 | 0.03 | -0.04 | 0.02 | -0.01 | 0.02 | 0.01 | 0.06 | -0.05 | 0.0 | 0.05 | 0.07 | -0.03 | 0.04 | 0.06 |
Beta | NA | 1.09 | 0.94 | 0.97 | 0.92 | 0.91 | NA | NA | 0.72 | 0.87 | 1.0 | 0.98 | 0.88 | 0.78 | 0.95 | 0.95 | 0.84 | 0.93 | 0.94 | 0.83 | 0.67 | 0.67 | 0.66 | 0.51 | 0.46 | 0.88 | 0.94 | 0.75 | 0.76 | 0.83 | 0.75 | 0.66 | 1.08 | 0.6 | 0.76 | 0.47 | 0.53 |
RSquared | NA | 0.65 | 0.71 | 0.77 | 0.78 | 0.8 | NA | NA | 0.6 | 0.75 | 0.83 | 0.6 | 0.84 | 0.72 | 0.81 | 0.74 | 0.88 | 0.92 | 0.86 | 0.89 | 0.93 | 0.94 | 0.93 | 0.88 | 0.82 | 0.75 | 0.83 | 0.6 | 0.65 | 0.53 | 0.43 | 0.31 | 0.28 | 0.2 | 0.45 | 0.28 | 0.42 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/1998
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