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Sextant Growth Fund, Saturna Investment Trust: (MF: SSGFX)

(NASDAQ Mutual Funds) As of Mar 30, 2023 08:00 PM ET

$38.14 USD

+0.21 (0.55%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2023

Total Return %* Percentile Rank Objective
YTD 2.90 76
3 months -3.32 87
6 months -1.62 82
1 Year -14.40 79
3 Year 9.59 60
5 Year 10.11 14
10 Year 11.08 37

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 139.00
Bear Market (10/07 - 2/09) -42.28
Bull Market (2/09 - 9/19) 571.54

Load Adjusted Returns as of Feb 28, 2023

1 Year -25.24
5 Year 10.44
10 Year 11.20
Since Inception 8.66

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2022 -8.65 -17.72 -5.82 5.62
2021 0.97 9.23 -0.33 11.87
2020 -15.13 25.45 13.11 8.36
2019 15.47 5.90 3.29 7.95
2018 1.41 5.52 11.71 -15.98

Annual Return

20232022202120202019201820172016201520142013
% Total Return 2.90-25.2422.9830.4936.370.4322.38-0.44-2.1613.3430.29
% Total Return Rel to Index -0.77-7.03-5.7012.094.884.830.59-12.38-3.55-0.30-2.09
% Total Return Rel to Peer -1.87-5.540.9210.577.947.291.70-8.26-0.565.13-0.41
% Perf Quintile vs Peer* 4.004.003.002.001.001.003.005.004.001.004.00
% Dividends 0.000.000.050.020.010.040.070.100.030.010.12
% Yield 0.000.000.090.050.030.150.240.440.130.040.45
Capital Gains ($) 0.000.924.250.230.931.241.350.722.061.452.28
Expense Ratio 0.001.200.741.051.200.920.760.760.901.050.94

* 1 = Top 20%, 5 = Bottom 20%