SEBFX vs. SEEFX

Last updated Jun 26, 2026

SEBFX (Saturna Sustainable Bond Fund) and SEEFX (Saturna Sustainable Equity Fund) are both mutual funds - SEBFX is a Global Bonds fund managed by Saturna Sustainable Funds, while SEEFX is a Global Equities fund managed by Saturna Sustainable Funds. At a 0.38 correlation, their price movements are largely independent. SEBFX charges 0.65%/yr vs 0.75%/yr for SEEFX.

Performance

SEBFX vs. SEEFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Saturna Sustainable Bond Fund (SEBFX) and Saturna Sustainable Equity Fund (SEEFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SEBFX

• 1D: 0.21%
• 1M: 0.00%
• YTD: 1.49%
• 6M: 1.38%
• 1Y: 5.22%
• 3Y*: 4.55%
• 5Y*: 1.25%
• 10Y*: 2.25%

SEEFX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SEBFX vs. SEEFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SEBFX Saturna Sustainable Bond Fund	1.49%	10.10%	-0.75%	6.95%	-8.54%	-1.77%	6.86%	7.18%	-2.95%	5.90%
SEEFX Saturna Sustainable Equity Fund	-6.40%	18.55%	9.61%	18.83%	-21.41%	11.29%	24.39%	30.96%	-5.76%	23.76%

Correlation

The correlation between SEBFX and SEEFX is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.43
Correlation (3Y) Calculated over the trailing 3-year period	0.45
Correlation (5Y) Calculated over the trailing 5-year period	0.48
Correlation (10Y) Calculated over the trailing 10-year period	0.39
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.38

Return for Risk

SEBFX vs. SEEFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SEBFX

SEBFX Risk / Return Rank: 40
SEBFX Sharpe Ratio Rank: 42
SEBFX Sortino Ratio Rank: 42
SEBFX Omega Ratio Rank: 49
SEBFX Calmar Ratio Rank: 33
SEBFX Martin Ratio Rank: 32

SEEFX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SEBFX vs. SEEFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Saturna Sustainable Bond Fund (SEBFX) and Saturna Sustainable Equity Fund (SEEFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SEBFX	SEEFX	Difference
Sharpe ratio: Return per unit of total volatility	1.56	—	—
Sortino ratio: Return per unit of downside risk	2.22	—	—
Omega ratio: Gain probability vs. loss probability	1.31	—	—
Calmar ratio: Return relative to maximum drawdown	1.82	—	—
Martin ratio: Return relative to average drawdown	6.16	—	—

Drawdowns

Drawdown Indicators

	SEBFX	SEEFX	Difference
Max Drawdown Largest peak-to-trough decline	-13.51%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-3.01%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-5.51%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-13.26%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-13.51%	—	—
Current Drawdown Current decline from peak	-0.93%	—	—
Average Drawdown Average peak-to-trough decline	-2.92%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.89%	—	—

Volatility

Volatility by Period

	SEBFX	SEEFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.01%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.93%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.51%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.93%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.62%	—	—

SEBFX vs. SEEFX - Expense Ratio Comparison

SEBFX has a 0.65% expense ratio, which is lower than SEEFX's 0.75% expense ratio.

Dividends

SEBFX vs. SEEFX - Dividend Comparison

SEBFX's dividend yield for the trailing twelve months is around 3.83%, less than SEEFX's 37.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
SEBFX Saturna Sustainable Bond Fund	3.83%	3.89%	3.28%	3.68%	0.65%	2.61%	0.89%	2.60%	3.05%	2.75%	2.61%
SEEFX Saturna Sustainable Equity Fund	37.97%	0.98%	0.49%	0.99%	0.94%	0.62%	0.34%	0.50%	0.89%	0.77%	0.57%

Frequently Asked Questions

Can I hold both SEBFX and SEEFX in my portfolio?

SEBFX and SEEFX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.