Saturna Sustainable Equity Fund Manager Performance Evaluation
| SEEFX Fund | USD 23.24 0.11 0.47% |
The entity has a beta of 0.75, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Saturna Sustainable's returns are expected to increase less than the market. However, during the bear market, the loss of holding Saturna Sustainable is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Saturna Sustainable Equity are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Saturna Sustainable is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Boaz Weinstein Is Hunting Blue Owls Funds - The Wall Street Journal | 02/20/2026 |
| Expense Ratio Date | 31st of March 2025 | |
| Expense Ratio | 0.7500 |
Saturna |
Saturna Sustainable Relative Risk vs. Return Landscape
If you would invest 2,263 in Saturna Sustainable Equity on November 26, 2025 and sell it today you would earn a total of 61.00 from holding Saturna Sustainable Equity or generate 2.7% return on investment over 90 days. Saturna Sustainable Equity is currently producing 0.047% returns and takes up 0.7331% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Saturna, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Saturna Sustainable Current Valuation
Fairly Valued
Today
Please note that Saturna Sustainable's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Saturna Sustainable has a current Real Value of $23.1 per share. The regular price of the fund is $23.24. We determine the value of Saturna Sustainable from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Saturna Sustainable is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Saturna Mutual Fund. However, Saturna Sustainable's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 23.24 | Real 23.1 | Hype 23.25 | Naive 23.45 |
The intrinsic value of Saturna Sustainable's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Saturna Sustainable's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Saturna Sustainable Equity helps investors to forecast how Saturna mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Saturna Sustainable more accurately as focusing exclusively on Saturna Sustainable's fundamentals will not take into account other important factors: Saturna Sustainable Target Price Odds to finish over Current Price
The tendency of Saturna Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 23.24 | 90 days | 23.24 | about 8.83 |
Based on a normal probability distribution, the odds of Saturna Sustainable to move above the current price in 90 days from now is about 8.83 (This Saturna Sustainable Equity probability density function shows the probability of Saturna Mutual Fund to fall within a particular range of prices over 90 days) .
Saturna Sustainable Price Density |
| Price |
Predictive Modules for Saturna Sustainable
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Saturna Sustainable. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Saturna Sustainable Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Saturna Sustainable is not an exception. The market had few large corrections towards the Saturna Sustainable's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Saturna Sustainable Equity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Saturna Sustainable within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.75 | |
σ | Overall volatility | 0.37 | |
Ir | Information ratio | 0 |
Saturna Sustainable Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Saturna Sustainable for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Saturna Sustainable can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Boaz Weinstein Is Hunting Blue Owls Funds - The Wall Street Journal | |
| The fund maintains 95.09% of its assets in stocks |
Saturna Sustainable Fundamentals Growth
Saturna Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Saturna Sustainable, and Saturna Sustainable fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Saturna Mutual Fund performance.
| Price To Earning | 18.97 X | ||||
| Price To Book | 3.47 X | ||||
| Price To Sales | 2.14 X | ||||
| Total Asset | 25.57 M | ||||
About Saturna Sustainable Performance
Evaluating Saturna Sustainable's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Saturna Sustainable has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Saturna Sustainable has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in equities of issuers located throughout the world that the funds adviser believes demonstrate sustainable characteristics. The adviser considers issuers with sustainable characteristics to be those issuers that are more established, consistently profitable, financially strong, and with robust policies in the areas of the environment, social responsibility, and corporate governance . The fund may invest up to 30 percent of net assets in companies with headquarters in countries with developing economies andor markets.Things to note about Saturna Sustainable performance evaluation
Checking the ongoing alerts about Saturna Sustainable for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Saturna Sustainable help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Boaz Weinstein Is Hunting Blue Owls Funds - The Wall Street Journal | |
| The fund maintains 95.09% of its assets in stocks |
- Analyzing Saturna Sustainable's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Saturna Sustainable's stock is overvalued or undervalued compared to its peers.
- Examining Saturna Sustainable's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Saturna Sustainable's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Saturna Sustainable's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Saturna Sustainable's mutual fund. These opinions can provide insight into Saturna Sustainable's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Saturna Mutual Fund
Saturna Sustainable financial ratios help investors to determine whether Saturna Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Saturna with respect to the benefits of owning Saturna Sustainable security.
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