Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEBFX (SATURNA SUSTAINABLE BOND FUND SATURNA SUSTAINABLE BOND FUND) | 1.59% | 6.46% | 4.96% | 1.18% | 2.26% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEBFX (SATURNA SUSTAINABLE BOND FUND SATURNA SUSTAINABLE BOND FUND) | 03/30/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.46 | 4.96 | 1.18 | 2.26 | NA | NA | … | … | 1.59 | 10.10 | -0.75 | 6.95 | -8.54 | -1.77 | 6.83 | 7.09 | -2.96 | 5.89 | 2.06 | -1.79 |
| Sharpe Ratio | NA | 1.28 | 0.51 | -0.32 | 0.19 | NA | NA | … | … | 0.40 | 2.40 | -1.16 | 0.66 | -2.55 | -0.59 | 1.33 | 2.42 | -1.71 | 2.09 | 0.60 | -0.97 |
| Standard Deviation(%) | NA | 3.42 | 4.00 | 3.91 | 3.61 | NA | NA | … | … | 4.28 | 3.02 | 3.76 | 5.02 | 3.92 | 3.05 | 4.93 | 2.32 | 2.54 | 2.51 | 3.06 | 2.45 |
| Draw Down(%) | NA | 3.01 | 5.51 | 13.51 | 13.51 | NA | NA | … | … | 3.01 | 1.75 | 3.17 | 5.51 | 11.16 | 3.47 | 7.46 | 1.02 | 4.79 | 1.76 | 3.65 | 2.39 |
| Yield(%) | 0.00 | 3.92 | 3.61 | 2.49 | 2.43 | 1.75 | 1.31 | … | … | 0.00 | 4.12 | 3.17 | 3.80 | 0.59 | 2.50 | 0.95 | 2.64 | 2.87 | 2.84 | 2.79 | 1.42 |
Data as of 06/04/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEBFX (SATURNA SUSTAINABLE BOND FUND SATURNA SUSTAINABLE BOND FUND) |
-2.39%
Oct 2020 – Oct 2023 |
-0.55%
Sep 2017 – Sep 2022 |
1.60%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEBFX (SATURNA SUSTAINABLE BOND FUND SATURNA SUSTAINABLE BOND FUND) |
5.95%
Feb 2023 – Feb 2026 |
3.71%
Dec 2015 – Dec 2020 |
2.65%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart