Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEEFX (SATURNA SUSTAINABLE EQUITY FUND SATURNA SUSTAINABLE EQUITY FUND) | -6.40% | 11.72% | 11.98% | 4.78% | 9.23% | NA | NA | … | … |
Data as of 03/20/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEEFX (SATURNA SUSTAINABLE EQUITY FUND SATURNA SUSTAINABLE EQUITY FUND) | 03/30/2015 | 03/20/2026 |
| 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 (%) | -2.95 | 11.72 | 11.98 | 4.78 | 9.23 | NA | NA | … | … | -6.40 | 18.55 | 9.61 | 18.83 | -21.41 | 11.29 | 24.40 | 30.96 | -5.76 | 23.76 | -1.42 | -4.30 |
| Sharpe Ratio | NA | 0.51 | 0.61 | 0.17 | 0.49 | NA | NA | … | … | -1.79 | 0.89 | 0.49 | 1.38 | -1.12 | 0.97 | 0.89 | 2.63 | -0.47 | 3.54 | -0.13 | -0.41 |
| Standard Deviation(%) | NA | 17.54 | 14.12 | 15.18 | 15.56 | NA | NA | … | … | 15.97 | 17.61 | 12.11 | 11.07 | 20.46 | 11.66 | 27.12 | 11.23 | 15.12 | 6.55 | 12.16 | 13.79 |
| Draw Down(%) | NA | 12.90 | 17.80 | 30.25 | 30.25 | NA | NA | … | … | 11.02 | 17.34 | 7.46 | 10.08 | 30.07 | 7.48 | 26.71 | 6.10 | 16.89 | 1.96 | 10.03 | 13.68 |
| Yield(%) | 26.49 | 31.34 | 13.51 | 7.48 | 7.34 | 4.59 | 3.44 | … | … | 25.32 | 1.15 | 0.54 | 1.17 | 0.73 | 0.69 | 0.42 | 0.65 | 0.83 | 0.95 | 0.57 | 0.10 |
Data as of 03/20/2026, 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 |
|---|---|---|---|---|
| SEEFX (SATURNA SUSTAINABLE EQUITY FUND SATURNA SUSTAINABLE EQUITY FUND) |
0.20%
Sep 2020 – Sep 2023 |
4.87%
Sep 2017 – Sep 2022 |
7.42%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEEFX (SATURNA SUSTAINABLE EQUITY FUND SATURNA SUSTAINABLE EQUITY FUND) |
21.93%
Dec 2018 – Dec 2021 |
16.16%
Dec 2016 – Dec 2021 |
10.88%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart