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Saturna Growth Fund - Investor Shares: (MF: SSGFX)

(NASDAQ Mutual Funds) As of May 13, 2026 05:12 PM ET

$69.60 USD

+0.61 (0.88%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.04 31
3 months 6.35 15
6 months 3.59 59
1 Year 34.40 15
3 Year 21.17 28
5 Year 11.21 25
10 Year 15.27 20

* 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 - 3/21) 894.86

Load Adjusted Returns as of Apr 30, 2026

1 Year 18.33
5 Year 9.39
10 Year 13.51
Since Inception 9.42

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.07 NA NA NA
2025 -8.91 16.44 9.44 -0.07
2024 9.16 6.80 3.31 3.31
2023 9.27 11.14 -5.57 11.82
2022 -8.65 -17.72 -5.82 5.61
2021 0.97 9.23 -0.33 11.87

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.0415.9924.4628.24-25.2422.9830.4936.370.4322.38-0.44
% Total Return Rel to Index -2.73-2.22-0.552.00-7.03-5.7012.094.884.830.59-12.38
% Total Return Rel to Peer -3.403.275.075.25-5.540.9210.577.947.291.70-8.26
% Perf Quintile vs Peer* 4.002.002.002.004.003.002.001.001.003.005.00
% Dividends 0.000.000.000.000.000.050.020.010.040.070.10
% Yield 0.000.000.000.000.000.090.050.030.150.240.44
Capital Gains ($) 0.001.041.220.000.914.250.230.931.241.350.72
Expense Ratio 0.000.980.961.041.200.741.051.200.920.760.76

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