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Saturna Sustainable Bond (SEBFX)

9.21
0.00
(0.00%)
At close: 8:02:12 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 7.08%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 4

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

Risk Statistics

3 Years 5 Years 10 Years
SEBFXCategory AverageSEBFXCategory AverageSEBFXCategory Average
Alpha -0.91 -0.01 0.58 -0 -0.3 -0.01
BETA 0.66 0.01 0.68 0.01 0.64 0.01
Mean Annual Return 0.1 0 0.11 0 0.12 0
R-squared 84.13 0.29 75.68 0.29 58.82 0.22
Standard Deviation 5.57 0.06 4.98 0.06 4.17 0.06
Sharpe Ratio -0.62 0 -0.29 0 -0.13 0
Treynor Ratio -5.45 0.03 -2.32 0.02 -0.99 -0.01

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