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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.

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”).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 4.01%
Worst 1Y Total Return --
Number of Years Up 27
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
STBFXCategory AverageSTBFXCategory AverageSTBFXCategory Average
Alpha -1.04 0.01 -0.43 0.01 -0.36 0
BETA 0.24 0 0.27 0 0.28 0
Mean Annual Return 0.22 0 0.13 0 0.12 0
R-squared 85.51 0.32 75.08 0.35 68.62 0.35
Standard Deviation 2.08 0.03 2.06 0.02 1.73 0.02
Sharpe Ratio -0.98 0.01 -0.62 0.01 -0.28 0.01
Treynor Ratio -8.4 0.06 -4.7 0.04 -1.76 0.06

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