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Nasdaq - Delayed Quote USD

Saturna Short-Term Bond (STBFX)

4.9600
-0.0100
(-0.20%)
As of 8:07:14 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.44%
5y Average Return 1.40%
Number of Years Up 27
Number of Years Down 2
Best 1Y Total Return (Apr 10, 2025) 4.01%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 4.01%
Worst 3Y Total Return -0.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
STBFX
Category
YTD
1.35%
0.44%
1-Month
0.26%
0.02%
3-Month
1.35%
0.56%
1-Year
4.63%
2.65%
3-Year
2.59%
3.38%
5-Year
1.51%
2.40%
10-Year
1.48%
2.01%
Last Bull Market
3.37%
2.63%
Last Bear Market
-1.12%
-0.33%

Annual Total Return (%) History

Year
STBFX
Category
2025
--
--
2024
3.90%
--
2023
3.96%
--
2022
-3.87%
--
2021
-1.10%
--
2020
3.42%
3.81%
2019
4.01%
4.72%
2018
1.08%
0.92%

2017
0.49%
1.73%
2016
1.47%
2.08%
2015
1.07%
0.19%
2014
0.93%
1.07%
2013
0.22%
0.45%
2012
0.86%
3.67%
2011
1.95%
1.66%
2010
3.40%
4.11%
2009
6.42%
9.30%
2008
1.88%
-4.23%
2007
5.52%
4.29%
2006
3.76%
4.05%
2005
1.27%
1.45%
2004
0.91%
1.63%
2003
3.49%
2.54%
2002
6.93%
5.47%
2001
7.55%
7.27%
2000
7.25%
7.59%
1999
2.50%
2.21%
1998
6.17%
6.27%
1997
6.53%
6.59%
1996
3.94%
4.56%
1995
--
11.03%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.35% -- -- --
2024 0.65% 0.89% 2.19% 0.13%
2023 1.29% 0.07% 0.50% 2.06%
2022 -2.53% -1.12% -1.31% 1.06%
2021 -0.85% 0.44% -0.15% -0.55%
2020 -0.15% 2.99% 0.39% 0.17%
2019 1.62% 1.24% 0.45% 0.64%
2018 -0.47% 0.16% 0.58% 0.81%
2017 0.34% 0.34% 0.29% -0.47%
2016 0.88% 0.64% 0.27% -0.33%

2015 0.65% 0.25% 0.07% 0.08%
2014 0.71% 0.46% 0.08% -0.31%
2013 0.28% -0.90% 0.52% 0.32%
2012 0.41% -0.22% 0.53% 0.14%
2011 0.28% 1.03% 0.22% 0.41%
2010 1.30% 0.99% 1.33% -0.25%
2009 1.10% 2.78% 2.23% 0.19%
2008 2.11% -0.68% -0.90% 1.37%
2007 1.14% 0.32% 1.70% 2.25%
2006 0.18% 0.33% 1.73% 1.48%
2005 -0.11% 1.03% 0.02% 0.33%
2004 0.95% -1.07% 1.08% -0.04%
2003 1.36% 1.45% 0.53% 0.11%
2002 0.27% 3.01% 2.15% 1.35%
2001 2.15% 0.92% 3.71% 0.59%
2000 1.29% 1.56% 1.99% 2.22%
1999 1.00% 0.31% 0.57% 0.60%
1998 1.16% 1.52% 3.17% 0.20%
1997 0.60% 2.02% 1.97% 1.79%
1996 -0.38% 0.88% 1.48% 1.91%
1995 1.80% -- -- --

Rank in Category (By Total Return)

YTD 91
1-Month 66
3-Month 91
1-Year 97
3-Year 90
5-Year 87

Load Adjusted Returns

1-Year 4.63%
3-Year 2.59%
5-Year 1.51%
10-Year 1.48%

Performance & Risk

YTD Return 1.44%
5y Average Return 1.40%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.24
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Sextant Mutual Funds
Net Assets 13.78M
YTD Return 1.35%
Yield 2.88%
Morningstar Rating
Inception Date Sep 28, 1995

Fund Summary

The fund invests at least 80% of its net assets in bonds, including corporate and government bonds. Under normal circumstances, its dollar-weighted average maturity does not exceed three years. 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% of its net assets in unrated and high-yield bonds (“junk bonds”).

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