Saturna Short-Term Bond Fund Recognized by Investor’s Business Daily Best Mutual Fund 2025 Awards in its Best US Taxable Bond Funds Category
Bellingham, WA March 21, 2025 – Financial news and research organization Investor’s Business Daily (IBD) announced that the Saturna Short-Term Bond Fund was honored in their Best Mutual Funds Awards as part of its Best US Taxable Bond Funds category.
This category is comprised of 828 fixed-income funds with at least a ten-year track record that distribute income subject to taxation at the federal, state, and sometimes local levels. The awards are based on funds outperforming the Bloomberg US Aggregate Bond Index for the period ended December 31, 2024, over the past one-, three-, five- and 10-year periods. Of 828 US taxable bond funds at least 10 years old, 588 of them, or more than 70%, won IBD Best Mutual Funds 2025 awards.
“It is an honor to be recognized by IBD as one of the best US Taxable Bond funds,” said Senior Investment Analyst and Portfolio Manager Elizabeth Alm. “This recognition truly celebrates the collective efforts of Saturna’s entire crew. Strong performance requires dedication from not just the investment team, but from every member of the firm and department that make our work possible. We will continue to bring unwavering dedication to our client’s investment goals through teamwork and collaboration.”
Average Annual Total Returns (Net of Fees) as of 03/31/2025 | Ticker | 1 Year | 3 Year | 5 Year | 10 Year | Expense Ratio2 | 30-Day Yield1 |
|---|---|---|---|---|---|---|---|
| Saturna Short-Term Bond | STBFX | 4.63% | 2.59% | 1.51% | 1.48% | 0.86% | 3.03% |
| Bloomberg US Aggregate 1-3 Year Index Index | LU13TRUU | 5.61% | 3.11% | 1.50% | 1.71% | n/a | n/a |
| Bloomberg US Aggregate Index Index | LBUSTRUU | 4.88% | 0.52% | -0.40% | 1.46% | n/a | n/a |
Performance data quoted represents past performance which is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than performance data quoted. Standardized returns current to the most recent month-end can be obtained by visiting our Month-end Returns Page or by calling toll free 1-800-728-8762. The Fund cannot guarantee that its investment objective will be met. Securities of the Fund are offered and sold only through the prospectus or summary prospectus.
¹ A Fund's 30-Day Yield, sometimes referred to as "standardized yield" or "SEC yield,” is expressed as an annual percentage rate using a method of calculation adopted by the Securities and Exchange Commission (SEC). The 30-Day Yield provides an estimate of a Fund's investment income rate, but may not equal the actual income distribution rate.
² Expense ratios shown are as stated in the Fund's most recent prospectus or summary prospectus dated March 31, 2025.
About Saturna Capital Corporation
Saturna Capital Corporation, established in 1989 in Bellingham, Washington, USA, is a private, employee-owned, investment adviser with US$8.2 billion in assets under management, providing investment advisory services to mutual funds, institutions, businesses, individuals, and endowments. Saturna Capital is adviser to the Amana Funds, the oldest and largest family of funds in the US that follow principles of Islamic finance. Saturna Capital is also adviser to the US-based Saturna Mutual Funds and Saturna Sustainable Funds.
For more information about Saturna Capital, visit www.saturna.com.
Please consider an investment’s objectives, risks, charges, and expenses carefully before investing. For this and other important information about the Saturna Short-Term Bond Fund, please obtain and carefully read a free prospectus or summary prospectus from your financial adviser, at www.saturna.com/funds, or by calling toll-free 1-800-728-8762. Performance data quoted herein represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted herein. Performance current to the most recent month-end can be obtained by visiting www.saturnasustainable.com or calling toll-free 1-800-728-8762.
Risks: Fund share prices, yields, and total returns will change with market fluctuations as well as the fortunes of the countries, industries, and companies in which it invests. The risks inherent in the Saturna Short-Term Bond Fund depend primarily on the terms and quality of the obligations in its portfolio, as well as on bond market conditions. When interest rates rise, bond prices fall. When interest rates fall, bond prices go up. Bonds with longer maturities usually are more sensitive to interest rate changes than bonds with shorter maturities. The Fund entails credit risk, which is the possibility that a bond will not be able to pay interest or principal when due. If the credit quality of a bond is perceived to decline, investors will demand a higher yield, which means a lower price on that bond to compensate for the higher level of risk.
The Bloomberg US Aggregate Bond Index is a broad base, market capitalization-weighted bond market index representing intermediate term investment grade bonds traded in the United States.
Distributor: Saturna Brokerage Services, a wholly-owned subsidiary of Saturna Capital and member FINRA / SIPC.