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Saturna Sustainable Equity (SEEFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.45+0.10 (+0.52%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.45%
5-Year Average Return8.85%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)30.95%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return30.95%
Worst 3-Yr Total Return1.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSEEFXCategory
YTD9.48%12.08%
1-Month1.58%0.64%
3-Month2.34%6.49%
1-Year17.45%38.01%
3-Year2.53%12.74%
5-Year9.09%12.82%
10-Year0.00%9.05%
Last Bull Market23.00%18.82%
Last Bear Market-13.59%-20.53%

Annual Total Return (%) History

Year
SEEFXCategory
2024
N/AN/A
2023
18.81%N/A
2022
-21.39%N/A
2021
11.29%N/A
2020
24.39%12.96%
2019
30.95%25.26%
2018
-5.76%-10.06%
2017
23.76%22.28%
2016
-1.43%6.93%
2015
N/A-0.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.98%2.34%N/AN/A
20237.08%3.43%-5.31%13.29%
2022-11.19%-13.59%-8.27%11.67%
20210.92%4.62%-0.93%6.39%
2020-14.69%19.57%11.19%9.68%
201913.01%6.17%0.70%8.39%
20181.13%0.94%4.68%-11.81%
20178.00%4.74%3.77%5.44%
2016-1.99%-2.13%6.54%-3.54%
2015-2.10%-7.88%6.44%N/A

Rank In Category (By Total Return)

YTD47
1-Month33
3-Month34
1-Year45
3-Year74
5-Year55

Load Adjusted Returns

1-Year17.45%
3-Year2.53%
5-Year9.09%
10-YearN/A