Sextant Growth Fund, Saturna Investment Trust: (MF: SSGFX)
(NASDAQ Mutual Funds) As of Mar 30, 2023 08:00 PM ET
$38.14 USD
+0.21 (0.55%)
Latest Performance as of Feb 28, 2023
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.90 | 76 |
3 months | -3.32 | 87 |
6 months | -1.62 | 82 |
1 Year | -14.40 | 79 |
3 Year | 9.59 | 60 |
5 Year | 10.11 | 14 |
10 Year | 11.08 | 37 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 139.00 |
Bear Market (10/07 - 2/09) | -42.28 |
Bull Market (2/09 - 9/19) | 571.54 |
Load Adjusted Returns as of Feb 28, 2023
1 Year | -25.24 |
5 Year | 10.44 |
10 Year | 11.20 |
Since Inception | 8.66 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2022 | -8.65 | -17.72 | -5.82 | 5.62 |
2021 | 0.97 | 9.23 | -0.33 | 11.87 |
2020 | -15.13 | 25.45 | 13.11 | 8.36 |
2019 | 15.47 | 5.90 | 3.29 | 7.95 |
2018 | 1.41 | 5.52 | 11.71 | -15.98 |
Annual Return
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.90 | -25.24 | 22.98 | 30.49 | 36.37 | 0.43 | 22.38 | -0.44 | -2.16 | 13.34 | 30.29 |
% Total Return Rel to Index | -0.77 | -7.03 | -5.70 | 12.09 | 4.88 | 4.83 | 0.59 | -12.38 | -3.55 | -0.30 | -2.09 |
% Total Return Rel to Peer | -1.87 | -5.54 | 0.92 | 10.57 | 7.94 | 7.29 | 1.70 | -8.26 | -0.56 | 5.13 | -0.41 |
% Perf Quintile vs Peer* | 4.00 | 4.00 | 3.00 | 2.00 | 1.00 | 1.00 | 3.00 | 5.00 | 4.00 | 1.00 | 4.00 |
% Dividends | 0.00 | 0.00 | 0.05 | 0.02 | 0.01 | 0.04 | 0.07 | 0.10 | 0.03 | 0.01 | 0.12 |
% Yield | 0.00 | 0.00 | 0.09 | 0.05 | 0.03 | 0.15 | 0.24 | 0.44 | 0.13 | 0.04 | 0.45 |
Capital Gains ($) | 0.00 | 0.92 | 4.25 | 0.23 | 0.93 | 1.24 | 1.35 | 0.72 | 2.06 | 1.45 | 2.28 |
Expense Ratio | 0.00 | 1.20 | 0.74 | 1.05 | 1.20 | 0.92 | 0.76 | 0.76 | 0.90 | 1.05 | 0.94 |
* 1 = Top 20%, 5 = Bottom 20%