SEEFX vs. MDGCX

Last updated Jun 4, 2026

SEEFX (Saturna Sustainable Equity Fund) and MDGCX (BlackRock Advantage Global Fund, Inc.) are both Global Equities funds. Their correlation of 0.88 suggests significant overlap in exposure. SEEFX charges 0.75%/yr vs 0.96%/yr for MDGCX.

Performance

SEEFX vs. MDGCX - Performance Comparison

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

Returns By Period

SEEFX

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

MDGCX

• 1D: 0.83%
• 1M: 6.02%
• YTD: 18.97%
• 6M: 20.57%
• 1Y: 39.57%
• 3Y*: 21.86%
• 5Y*: 11.56%
• 10Y*: 12.49%

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

SEEFX vs. MDGCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
MDGCX BlackRock Advantage Global Fund, Inc.	18.97%	23.61%	10.87%	22.43%	-17.94%	17.52%	15.61%	25.54%	-11.73%	23.41%

Correlation

The correlation between SEEFX and MDGCX is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.77
Correlation (3Y) Calculated over the trailing 3-year period	0.87
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (10Y) Calculated over the trailing 10-year period	0.88
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016	0.88

The correlation between SEEFX and MDGCX shifts across timeframes, from 0.77 (1 year) to 0.90 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

SEEFX vs. MDGCX — Risk / Return Rank

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

MDGCX

MDGCX Risk / Return Rank: 92
MDGCX Sharpe Ratio Rank: 94
MDGCX Sortino Ratio Rank: 90
MDGCX Omega Ratio Rank: 86
MDGCX Calmar Ratio Rank: 92
MDGCX Martin Ratio Rank: 96

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.

SEEFX vs. MDGCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Saturna Sustainable Equity Fund (SEEFX) and BlackRock Advantage Global Fund, Inc. (MDGCX). 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.

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

Sharpe Ratios by Period

	SEEFX	MDGCX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.24	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.72	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.73	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.66	—

Drawdowns

Drawdown Indicators

	SEEFX	MDGCX	Difference
Max Drawdown Largest peak-to-trough decline	—	-48.25%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.07%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-21.46%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-26.68%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.87%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-9.93%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.74%	—

Volatility

Volatility by Period

	SEEFX	MDGCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.74%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.01%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.58%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.14%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	17.25%	—

SEEFX vs. MDGCX - Expense Ratio Comparison

SEEFX has a 0.75% expense ratio, which is lower than MDGCX's 0.96% expense ratio.

Dividends

SEEFX vs. MDGCX - Dividend Comparison

SEEFX's dividend yield for the trailing twelve months is around 37.97%, more than MDGCX's 7.49% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MDGCX BlackRock Advantage Global Fund, Inc.	7.49%	8.91%	7.78%	1.42%	1.75%	16.75%	3.77%	1.73%	4.06%	34.82%	0.65%	5.18%
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%	0.00%

Frequently Asked Questions

Can I hold both SEEFX and MDGCX in my portfolio?

SEEFX and MDGCX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.