Fund Data
as of 06/05/2026

Ticker Price Change YTD 30-Day Yield1
Amana Developing World Institutional AMIDX $18.59 $-1.10 19.40% 1.36%
Amana Developing World Investor AMDWX $18.51 $-1.08 19.34% 1.13%
Amana Growth Institutional AMIGX $106.40 $-3.98 12.89% 0.32%
Amana Growth Investor AMAGX $105.49 $-3.95 12.78% 0.07%
Amana Income Institutional AMINX $76.16 $-1.59 9.64% 0.79%
Amana Income Investor AMANX $77.30 $-1.62 9.53% 0.55%
Amana Participation Institutional AMIPX $9.77 $-0.02 0.04% 12.90%
Amana Participation Investor AMAPX $9.74 $-0.01 0.04% 12.24%
Saturna Growth Investor SSGFX $67.80 $-2.22 7.28% 0.00%
Saturna Growth Z SGZFX $68.25 $-2.23 7.40% 0.00%
Saturna International Investor SSIFX $26.65 $-1.24 15.24% 0.85%
Saturna International Z SIFZX $26.81 $-1.24 15.36% 1.20%

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. Without the voluntary expense cap, the 30-Day Yield for Saturna Global Sustainable Bond Fund would have been {{SEBFXunsub}}%.

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. Saturna Capital, the Funds' adviser, has absorbed, currently or in the past, certain Fund expenses, without which total returns would have been lower.

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. Without the voluntary expense cap, the 30-Day Yield for Saturna Global Sustainable Bond Fund would have been 4.51%.

² Expense ratios shown are as stated in a Fund's most recent prospectus or summary prospectus; September 29, 2025, for Amana Income, Amana Growth, Amana Developing World, and Amana Participation; March 30, 2026, for Saturna Growth, Saturna International, Saturna Core, and Saturna Global Sustainable Bond Fund. The Adviser has voluntarily capped actual expenses of Saturna Global Sustainable Bond at 0.65% through March 31, 2027.

 

Fund Data
as of 05/29/2026

Ticker 3 Month 6 Month YTD
Amana Developing World Investor AMDWX 7.36% 29.56% 25.08%
Amana Developing World Institutional AMIDX 7.44% 29.71% 25.18%
MSCI Emerging Markets Index GDUEEGF 9.47% 29.54% 25.74%
Bloomberg Emerging Markets Large, Mid & Small Total Return Index EMLST 6.67% 23.79% 20.54%
Amana Growth Investor AMAGX 11.14% 13.29% 15.18%
Amana Growth Institutional AMIGX 11.21% 13.42% 15.29%
S&P 500 Total Return Index SPTR 10.52% 11.34% 11.27%
Bloomberg US Large Cap Index B500T 10.84% 11.14% 11.15%
Bloomberg 1000 Growth Index B1000GT 13.40% 10.34% 10.77%
Amana Income Investor AMANX 3.50% 8.45% 9.99%
Amana Income Institutional AMINX 3.57% 8.58% 10.10%
S&P 500 Total Return Index SPTR 10.52% 11.34% 11.27%
Bloomberg US Large Cap Index B500T 10.84% 11.14% 11.15%
Bloomberg 1000 Value Total Return Index B1000VT 2.27% 13.49% 12.27%
Amana Participation Investor AMAPX -0.62% 0.59% 0.24%
Amana Participation Institutional AMIPX -0.55% 0.71% 0.35%
FTSE Sukuk Index SBKU -0.58% 0.68% 0.54%
Bloomberg Global Aggregate Bond Index LEGATRUU -1.54% 0.76% 0.50%
Saturna Core SCORX 2.60% 8.13% 8.53%
Bloomberg US Aggregate Index Index LBUSTRUU -1.35% 0.23% 0.38%
Bloomberg Global Equity/Fixed Income 60/40 Index BMADM64 3.98% 7.15% 6.55%
Bloomberg Developed Markets Large & Mid Cap Index DMTR 7.63% 11.43% 10.58%
Saturna Global Sustainable Bond SEBFX -0.73% 2.08% 1.70%
Bloomberg Global Aggregate Bond Index LEGATRUU -1.54% 0.76% 0.50%
Saturna Growth Investor SSGFX 13.68% 8.88% 11.39%
Saturna Growth Z SGZFX 13.72% 9.00% 11.49%
Bloomberg US Large Cap Index B500T 10.84% 11.14% 11.15%
Bloomberg 1000 Growth Index B1000GT 13.40% 10.34% 10.77%
Saturna International Investor SSIFX 4.74% 17.51% 18.56%
Saturna International Z SIFZX 4.78% 17.62% 18.63%
Bloomberg Developed Markets ex US Large & Mid Cap Index DMXUT -0.13% 12.74% 9.39%

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. Saturna Capital, the Funds' adviser, has absorbed, currently or in the past, certain Fund expenses, without which total returns would have been lower.

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. Without the voluntary expense cap, the 30-Day Yield for Saturna Global Sustainable Bond Fund would have been 4.51%.

² Expense ratios shown are as stated in a Fund's most recent prospectus or summary prospectus; September 29, 2025, for Amana Income, Amana Growth, Amana Developing World, and Amana Participation; March 30, 2026, for Saturna Growth, Saturna International, Saturna Core, and Saturna Global Sustainable Bond Fund. The Adviser has voluntarily capped actual expenses of Saturna Global Sustainable Bond at 0.65% through March 31, 2027.

 

Fund Data
as of 05/29/2026

Ticker 1 Year 3 Year 5 Year 10 Year Expense Ratio2 30-Day Yield1
Amana Developing World Investor AMDWX 52.89% 20.07% 8.61% 8.39% 1.20% 1.09%
Amana Developing World Institutional AMIDX 53.27% 20.34% 8.84% 8.59% 0.98% 1.31%
MSCI Emerging Markets Index GDUEEGF 55.15% 25.77% 8.03% 11.12% n/a n/a
Bloomberg Emerging Markets Large, Mid & Small Total Return Index EMLST 45.91% 22.03% 6.79% 10.76% n/a n/a
Amana Growth Investor AMAGX 36.38% 21.81% 13.92% 17.56% 0.86% 0.08%
Amana Growth Institutional AMIGX 36.70% 22.11% 14.20% 17.84% 0.61% 0.32%
S&P 500 Total Return Index SPTR 29.78% 23.61% 14.15% 15.65% n/a n/a
Bloomberg US Large Cap Index B500T 29.61% 23.87% 13.89% 15.78% n/a n/a
Bloomberg 1000 Growth Index B1000GT 29.89% 25.15% 14.24% 17.57% n/a n/a
Amana Income Investor AMANX 22.99% 16.65% 10.88% 12.11% 1.01% 0.55%
Amana Income Institutional AMINX 23.28% 16.93% 11.14% 12.37% 0.76% 0.78%
S&P 500 Total Return Index SPTR 29.78% 23.61% 14.15% 15.65% n/a n/a
Bloomberg US Large Cap Index B500T 29.61% 23.87% 13.89% 15.78% n/a n/a
Bloomberg 1000 Value Total Return Index B1000VT 28.13% 19.40% 10.97% 11.81% n/a n/a
Amana Participation Investor AMAPX 4.12% 3.85% 1.44% 2.25% 0.82% 12.62%
Amana Participation Institutional AMIPX 4.37% 4.09% 1.71% 2.49% 0.59% 12.87%
FTSE Sukuk Index SBKU 5.05% 4.82% 1.84% 3.39% n/a n/a
Bloomberg Global Aggregate Bond Index LEGATRUU 3.26% 3.66% -1.58% 0.74% n/a n/a
Saturna Core SCORX 19.81% 13.50% 7.21% 8.17% 0.84% 1.65%
Bloomberg US Aggregate Index Index LBUSTRUU 5.13% 3.95% 0.17% 1.70% n/a n/a
Bloomberg Global Equity/Fixed Income 60/40 Index BMADM64 17.52% 14.67% 6.73% 8.49% n/a n/a
Bloomberg Developed Markets Large & Mid Cap Index DMTR 27.81% 22.36% 12.35% 13.57% n/a n/a
Saturna Global Sustainable Bond SEBFX 7.14% 5.11% 1.25% 2.27% 0.79% 4.82%
Bloomberg Global Aggregate Bond Index LEGATRUU 3.26% 3.66% -1.58% 0.74% n/a n/a
Saturna Growth Investor SSGFX 29.04% 21.94% 12.26% 15.63% 0.98% 0.00%
Saturna Growth Z SGZFX 29.34% 22.22% 12.53% n/a 0.75% 0.00%
Bloomberg US Large Cap Index B500T 29.61% 23.87% 13.89% 15.78% n/a n/a
Bloomberg 1000 Growth Index B1000GT 29.89% 25.15% 14.24% 17.57% n/a n/a
Saturna International Investor SSIFX 33.36% 18.92% 9.93% 11.79% 1.01% 0.81%
Saturna International Z SIFZX 33.64% 19.19% 10.17% n/a 0.80% 1.15%
Bloomberg Developed Markets ex US Large & Mid Cap Index DMXUT 24.29% 19.30% 9.75% 10.08% n/a n/a

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. Without the voluntary expense cap, the 30-Day Yield for Saturna Global Sustainable Bond Fund would have been 4.71%.

² Expense ratios shown are as stated in a Fund's most recent prospectus or summary prospectus; September 29, 2025, for Amana Income, Amana Growth, Amana Developing World, and Amana Participation; March 30, 2026, for Saturna Global Sustainable Bond Fund, Saturna Growth, Saturna International, and Saturna Core. The Adviser has voluntarily capped actual expenses of Saturna Global Sustainable Bond at 0.60%, through March 31, 2027.

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. Saturna Capital, the Funds' adviser, has absorbed, currently or in the past, certain Fund expenses, without which total returns would have been lower.

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. Without the voluntary expense cap, the 30-Day Yield for Saturna Global Sustainable Bond Fund would have been 4.51%.

² Expense ratios shown are as stated in a Fund's most recent prospectus or summary prospectus; September 29, 2025, for Amana Income, Amana Growth, Amana Developing World, and Amana Participation; March 30, 2026, for Saturna Growth, Saturna International, Saturna Core, and Saturna Global Sustainable Bond Fund. The Adviser has voluntarily capped actual expenses of Saturna Global Sustainable Bond at 0.65% through March 31, 2027.

 

Fund Data
as of 03/31/2026

Ticker 1 Year 3 Year 5 Year 10 Year Expense Ratio2 30-Day Yield1
Amana Developing World Investor AMDWX 34.33% 13.51% 5.99% 6.79% 1.20% 1.30%
Amana Developing World Institutional AMIDX 34.59% 13.71% 6.21% 7.00% 0.98% 1.53%
MSCI Emerging Markets Index GDUEEGF 30.30% 15.41% 4.16% 8.24% n/a n/a
Bloomberg Emerging Markets Large, Mid & Small Total Return Index EMLST 26.53% 13.55% 4.05% 8.43% n/a n/a
Amana Growth Investor AMAGX 24.12% 15.41% 11.11% 15.85% 0.86% 0.04%
Amana Growth Institutional AMIGX 24.43% 15.69% 11.38% 16.12% 0.61% 0.29%
S&P 500 Total Return Index SPTR 17.80% 18.32% 12.06% 14.16% n/a n/a
Bloomberg US Large Cap Index B500T 17.84% 18.54% 11.71% 14.27% n/a n/a
Bloomberg 1000 Growth Index B1000GT 18.04% 19.46% 11.26% 15.69% n/a n/a
Amana Income Investor AMANX 15.15% 12.37% 9.16% 10.91% 1.01% 0.63%
Amana Income Institutional AMINX 15.43% 12.64% 9.42% 11.16% 0.76% 0.88%
S&P 500 Total Return Index SPTR 17.80% 18.32% 12.06% 14.16% n/a n/a
Bloomberg US Large Cap Index B500T 17.84% 18.54% 11.71% 14.27% n/a n/a
Bloomberg 1000 Value Total Return Index B1000VT 18.71% 15.61% 11.07% 11.45% n/a n/a
Amana Participation Investor AMAPX 2.83% 3.32% 1.32% 2.17% 0.82% 2.82%
Amana Participation Institutional AMIPX 3.08% 3.57% 1.55% 2.40% 0.59% 3.06%
FTSE Sukuk Index SBKU 4.07% 4.44% 1.79% 3.31% n/a n/a
Bloomberg Global Aggregate Bond Index LEGATRUU 4.26% 2.59% -1.46% 0.58% n/a n/a
Saturna Core SCORX 15.89% 10.52% 6.37% 7.65% 0.84% 1.23%
Bloomberg US Aggregate Index Index LBUSTRUU 7.30% 4.66% -0.36% 2.01% n/a n/a
Bloomberg Global Equity/Fixed Income 60/40 Index BMADM64 13.01% 11.25% 5.77% 7.66% n/a n/a
Bloomberg Developed Markets Large & Mid Cap Index DMTR 19.08% 17.20% 10.60% 12.26% n/a n/a
Saturna Global Sustainable Bond SEBFX 7.33% 4.37% 1.27% 2.12% 0.79% 4.75%
Bloomberg Global Aggregate Bond Index LEGATRUU 4.26% 2.59% -1.46% 0.58% n/a n/a
Saturna Growth Investor SSGFX 18.34% 16.33% 9.39% 13.51% 0.98% 0.00%
Saturna Growth Z SGZFX 18.63% 16.61% 9.65% n/a 0.75% 0.00%
Bloomberg US Large Cap Index B500T 17.84% 18.54% 11.71% 14.27% n/a n/a
Bloomberg 1000 Growth Index B1000GT 18.04% 19.46% 11.26% 15.69% n/a n/a
Saturna International Investor SSIFX 30.95% 12.76% 8.13% 10.36% 1.01% 0.47%
Saturna International Z SIFZX 31.21% 13.02% 8.37% n/a 0.80% 0.83%
Bloomberg Developed Markets ex US Large & Mid Cap Index DMXUT 23.24% 14.87% 9.02% 9.23% n/a n/a

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. Without the voluntary expense cap, the 30-Day Yield for Saturna Global Sustainable Bond Fund would have been 4.71%.

² Expense ratios shown are as stated in a Fund's most recent prospectus or summary prospectus; September 29, 2025, for Amana Income, Amana Growth, Amana Developing World, and Amana Participation; March 30, 2026, for Saturna Global Sustainable Bond Fund, Saturna Growth, Saturna International, and Saturna Core. The Adviser has voluntarily capped actual expenses of Saturna Global Sustainable Bond at 0.60%, through March 31, 2027.

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. Saturna Capital, the Funds' adviser, has absorbed, currently or in the past, certain Fund expenses, without which total returns would have been lower.

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. Without the voluntary expense cap, the 30-Day Yield for Saturna Global Sustainable Bond Fund would have been 4.51%.

² Expense ratios shown are as stated in a Fund's most recent prospectus or summary prospectus; September 29, 2025, for Amana Income, Amana Growth, Amana Developing World, and Amana Participation; March 30, 2026, for Saturna Growth, Saturna International, Saturna Core, and Saturna Global Sustainable Bond Fund. The Adviser has voluntarily capped actual expenses of Saturna Global Sustainable Bond at 0.65% through March 31, 2027.

 

A Few Words About Risk

By diversifying its investments, each Fund seeks to reduce the risk of owning only a few securities. Diversification does not assure a profit or protect against a loss in a declining market.

The Funds (except Saturna Growth ) may invest in non-US companies and in foreign markets. Investing in foreign securities involves risks not typically associated directly with investing in US securities. These risks include fluctuations in exchange rates of foreign currencies; less public information with respect to issuers of securities; less governmental supervision of exchanges, issuers, and brokers; and lack of uniform accounting, auditing, and financial reporting standards. There is also a risk of adverse political, social, or diplomatic developments that affect investment in foreign countries.

The Amana Growth and Saturna Growth Funds typically invest in smaller and less seasoned companies than the Income Fund, which may lead to greater variability in the Growth Funds' returns. Growth stocks, which can be priced on future expectations rather than current results, may decline substantially when expectations are not met or general market conditions weaken.

The Saturna Core Fund involves the risks of both equity and debt investing, although it seeks to mitigate these risks by maintaining a widely diversified portfolio that includes domestic stocks, foreign stocks, short and long-term bonds, and money market instruments.

The risks inherent in the Saturna Global Sustainable Bond Fund depend primarily on the terms and quality of the obligations in their portfolios, 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 Funds entail 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.

In addition to the fixed-income market risks above, the Amana Participation Fund entails risks specific to investing in sukuk. Sukuk structures may be significantly more complicated than conventional bonds and often include a series of entities created specifically to support the sukuk structure. In addition, sukuk are largely created in or otherwise subject to the risks of developing economies, many of which have weak or inconsistent accounting, legal, and financial infrastructure. The structural complexity of sukuk, along with the weak infrastructure of the sukuk market, increases risks of investing in sukuk, including operational, legal, and investment risks.

Islamic principles restrict the Amana Funds' ability to invest in certain stocks and market sectors, such as financial companies and fixed-income securities. This limits opportunities and may affect performance.

The Saturna Funds limit the securities they purchase to those consistent with sustainable principles. This limits opportunities and may affect performance.

Check out the background of Saturna Brokerage Services, Inc. or any firm or investment professional on FINRA's BrokerCheck