Nasdaq - Delayed Quote USD
Saturna Bond Income (SBIFX)
4.3500
+0.0100
+(0.23%)
At close: April 16 at 6:47:12 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.73% |
| 5y Average Return | -2.05% |
| Number of Years Up | 21 |
| Number of Years Down | 10 |
| Best 1Y Total Return (Apr 15, 2025) | 10.22% |
| Worst 1Y Total Return (Apr 15, 2025) | -- |
| Best 3Y Total Return | 10.22% |
| Worst 3Y Total Return | -5.08% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SBIFX
Category
- YTD
- 2.75%
- -2.13%
- 1-Month
- -0.38%
- 3.11%
- 3-Month
- 2.75%
- 5.79%
- 1-Year
- 3.82%
- 3.24%
- 3-Year
- -0.92%
- 9.85%
- 5-Year
- -1.18%
- 6.00%
- 10-Year
- 1.00%
- 7.05%
- Last Bull Market
- 6.71%
- 5.89%
- Last Bear Market
- -6.47%
- 9.39%
Annual Total Return (%) History
Year
SBIFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.75% | -- | -- | -- |
| 2024 | -1.08% | -0.16% | 5.23% | -3.82% |
| 2023 | 3.49% | -1.09% | -4.07% | 7.50% |
| 2022 | -7.48% | -6.47% | -6.32% | 2.39% |
| 2021 | -6.39% | 4.05% | -0.35% | 0.58% |
| 2020 | 1.44% | 5.35% | 1.29% | 0.56% |
| 2019 | 3.58% | 3.70% | 2.66% | -0.03% |
| 2018 | -1.74% | -0.61% | 0.20% | 1.03% |
| 2017 | 1.19% | 1.92% | 1.18% | 0.75% |
| 2016 | 3.76% | 3.65% | 0.67% | -4.02% |
| 2015 | 1.52% | -2.25% | 0.82% | -1.51% |
| 2014 | 3.42% | 2.53% | 0.35% | 2.13% |
| 2013 | 0.03% | -4.27% | 0.44% | -0.39% |
| 2012 | 0.44% | 2.55% | 2.50% | 0.64% |
| 2011 | 1.01% | 2.80% | 4.82% | 0.94% |
| 2010 | 1.62% | 3.86% | 3.16% | -2.79% |
| 2009 | 0.80% | 3.91% | 5.35% | -0.75% |
| 2008 | 0.91% | -0.93% | -2.22% | 1.49% |
| 2007 | 0.89% | -0.54% | 1.82% | 3.10% |
| 2006 | -0.87% | -0.51% | 3.43% | 0.96% |
| 2005 | -0.92% | 2.83% | -0.93% | 0.13% |
| 2004 | 3.50% | -3.57% | 3.76% | 0.92% |
| 2003 | 1.72% | 4.88% | -2.15% | -0.62% |
| 2002 | -0.15% | 5.35% | 5.92% | 1.94% |
| 2001 | 3.34% | 0.63% | 4.97% | 0.16% |
| 2000 | 1.56% | 0.02% | 3.22% | 4.20% |
| 1999 | -1.08% | -2.36% | 0.13% | -0.55% |
| 1998 | 1.90% | 2.96% | 5.25% | -1.19% |
| 1997 | -1.20% | 4.59% | 4.92% | 3.91% |
| 1996 | -6.05% | 0.32% | 1.25% | 4.23% |
| 1995 | 7.66% | 2.84% | 1.18% | 3.88% |
| 1994 | -2.01% | -2.14% | -0.63% | -1.65% |
| 1993 | 1.46% | 3.33% | 0.83% | -- |
Rank in Category (By Total Return)
| YTD | 33 |
| 1-Month | 5 |
| 3-Month | 33 |
| 1-Year | 20 |
| 3-Year | 20 |
| 5-Year | 57 |
Load Adjusted Returns
| 1-Year | 3.82% |
| 3-Year | -0.92% |
| 5-Year | -1.18% |
| 10-Year | 1.00% |
Performance & Risk
| YTD Return | 1.73% |
| 5y Average Return | -2.05% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Fund Overview
| Category | Long-Term Bond |
| Fund Family | Sextant Mutual Funds |
| Net Assets | 11.92M |
| YTD Return | 2.75% |
| Yield | 3.29% |
| Morningstar Rating | |
| Inception Date | Mar 01, 1993 |
Fund Summary
The fund invests at least 80% of its net assets in bonds, including corporate and government bonds. Under normal circumstances, it maintains a dollar-weighted average maturity of six years or more. The fund invests at least 80% of its net assets in bonds rated within the four highest grades assigned by a national bond rating agency (e.g., Standard & Poor’s: AAA, AA, A, or BBB) at the time of purchase, inclusive of cash, and may invest up to 20% in unrated and high-yield bonds (“junk bonds”).
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