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Nasdaq - Delayed Quote USD

Saturna Bond Income (SBIFX)

4.2800
-0.0200
(-0.47%)
As of 8:07:12 AM EDT. Market Open.

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”).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 10.22%
Worst 1Y Total Return --
Number of Years Up 21
Number of Years Down 10

Performance & Risk

YTD Return 0.74%
5y Average Return -1.95%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SBIFXCategory AverageSBIFXCategory AverageSBIFXCategory Average
Alpha -0.56 -0.01 0.1 0.01 -0.27 0
BETA 1.2 0.02 1.26 0.02 1.26 0.02
Mean Annual Return -0.04 0.01 -0.07 0.01 0.1 0.01
R-squared 98.64 0.72 96.43 0.74 94.38 0.74
Standard Deviation 9.27 0.1 8.15 0.09 6.52 0.08
Sharpe Ratio -0.55 0.01 -0.45 0.01 -0.12 0.01
Treynor Ratio -4.6 0.04 -3.15 0.02 -0.77 0.03

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