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Sextant Global High Income (SGHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.61-0.04 (-0.38%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.21%
5-year average return2.89%
Number of years up7
Number of years down4
Best 1-yr total return (20 Jun 2024)19.54%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return19.54%
Worst 3-yr total return-0.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSGHIXCategory
YTD4.57%8.60%
1-month3.56%0.11%
3-month5.70%4.82%
1-year13.65%25.33%
3-year2.80%8.02%
5-year3.90%8.06%
10-year3.75%6.03%
Last bull market10.81%13.54%
Last bear market-11.38%-13.20%

Annual total return (%) history

Year
SGHIXCategory
2024
N/AN/A
2023
10.02%N/A
2022
-7.78%N/A
2021
10.60%N/A
2020
-2.73%6.18%
2019
11.47%16.10%
2018
-1.23%-8.26%
2017
15.44%14.79%
2016
19.54%6.04%
2015
-13.01%-4.15%
2014
3.19%1.54%
2013
8.61%10.07%
2012
N/A10.74%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.85%N/AN/AN/A
20234.11%-0.59%-0.50%6.84%
20221.28%-11.38%-5.81%9.09%
20214.37%3.04%0.09%2.75%
2020-16.87%8.41%-0.62%8.61%
20197.27%2.41%-0.96%2.45%
20180.73%-0.81%3.19%-4.20%
20175.83%1.55%5.99%1.35%
20164.80%6.03%7.68%-0.09%
2015-1.25%-0.58%-10.38%-1.13%
20143.70%5.30%-3.82%-1.75%
20131.99%-2.24%5.08%3.67%
2012-0.80%3.73%-0.40%N/A

Rank in category (by total return)

YTD45
1-month29
3-month10
1-year53
3-year32
5-year85

Load adjusted returns

1-year13.65%
3-year2.80%
5-year3.90%
10-year3.75%