Nasdaq - Delayed Quote USD
Saturna Sustainable Bond (SEBFX)
9.21
0.00
(0.00%)
At close: 8:02:12 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.83% |
| 5y Average Return | 1.18% |
| Number of Years Up | 5 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 30, 2025) | 7.08% |
| Worst 1Y Total Return (Apr 30, 2025) | -- |
| Best 3Y Total Return | 7.08% |
| Worst 3Y Total Return | -1.40% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SEBFX
Category
- YTD
- 2.36%
- -2.30%
- 1-Month
- 0.55%
- -0.73%
- 3-Month
- 2.36%
- 1.24%
- 1-Year
- 1.49%
- 4.82%
- 3-Year
- 1.00%
- 3.59%
- 5-Year
- 1.20%
- 2.35%
- 10-Year
- 1.34%
- 1.33%
- Last Bull Market
- 1.76%
- 3.79%
- Last Bear Market
- -4.42%
- -1.46%
Annual Total Return (%) History
Year
SEBFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.36% | -- | -- | -- |
| 2024 | 0.11% | -1.19% | 3.17% | -2.74% |
| 2023 | 2.57% | 1.20% | -2.47% | 5.64% |
| 2022 | -3.55% | -4.42% | -2.86% | 2.13% |
| 2021 | -1.74% | 1.68% | -0.68% | -1.13% |
| 2020 | -1.91% | 4.01% | 1.54% | 3.10% |
| 2019 | 3.68% | 1.84% | 0.88% | 0.52% |
| 2018 | 0.32% | -1.62% | 1.19% | -3.05% |
| 2017 | 2.81% | 2.20% | 1.18% | -0.39% |
| 2016 | 1.32% | 1.63% | 1.43% | -2.47% |
| 2015 | -1.44% | 0.00% | -0.48% | -- |
Rank in Category (By Total Return)
| YTD | 60 |
| 1-Month | 49 |
| 3-Month | 60 |
| 1-Year | 84 |
| 3-Year | 41 |
| 5-Year | 38 |
Load Adjusted Returns
| 1-Year | 1.49% |
| 3-Year | 1.00% |
| 5-Year | 1.20% |
| 10-Year | 1.34% |
Performance & Risk
| YTD Return | 3.83% |
| 5y Average Return | 1.18% |
| Rank in Category (ytd) | 60 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.66 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Bond |
| Fund Family | Saturna Sustainable Funds |
| Net Assets | 40.89M |
| YTD Return | 2.36% |
| Yield | 3.20% |
| Morningstar Rating | |
| Inception Date | Mar 27, 2015 |
Fund Summary
The fund invests at least 80% of its net assets in bonds of issuers located throughout the world that the adviser believes demonstrate sustainable characteristics. The adviser considers issuers with sustainable characteristics to be those issuers that are more established, consistently profitable, financially strong, and with robust policies in the areas of the environment, social responsibility, and corporate governance ("ESG"). It invests at least 65% of its assets in bonds within the four highest grades (AAA, AA, A, or BBB) and may invest up to 35% in unrated and junk bonds.
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