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Nasdaq - Delayed Quote USD

Saturna Growth (SSGFX)

50.14
+4.67
+(10.27%)
At close: 8:02:14 PM EDT

Fund Summary

The fund seeks long-term capital growth by investing in common stocks of U.S. companies. It diversifies its investments across industries and companies. The fund principally invests in securities of companies with market capitalizations greater than $1 billion.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 36.38%
Worst 1Y Total Return --
Number of Years Up 28
Number of Years Down 9

Performance & Risk

YTD Return -17.92%
5y Average Return 11.90%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SSGFXCategory AverageSSGFXCategory AverageSSGFXCategory Average
Alpha -2.92 0.03 -3.18 0.04 -1.6 0.01
BETA 1.04 0.01 1.05 0.01 1.02 0.01
Mean Annual Return 0.62 0.02 1.34 0.02 0.97 0.01
R-squared 95.05 0.89 94.06 0.87 92.75 0.87
Standard Deviation 18.4 0.2 18.25 0.16 16.29 0.15
Sharpe Ratio 0.16 0.01 0.73 0.01 0.6 0.01
Treynor Ratio 1.3 0.21 12.14 0.21 8.68 0.15

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