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Saturna Investment Trust - Idaho Tax Exempt Fund (NITEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.140.00 (0.00%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.11%
5-year average return1.44%
Number of years up29
Number of years down6
Best 1-yr total return (12 Oct 2023)10.03%
Worst 1-yr total return (12 Oct 2023)N/A
Best 3-yr total return10.03%
Worst 3-yr total return-0.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNITEXCategory
YTD-0.11%0.46%
1-month-0.19%0.14%
3-month-0.70%1.06%
1-year2.59%2.50%
3-year-1.32%3.78%
5-year1.44%2.16%
10-year1.77%3.15%
Last bull market1.69%4.22%
Last bear market-1.80%4.64%

Annual total return (%) history

Year
NITEXCategory
2023
N/AN/A
2022
-5.07%N/A
2021
0.31%N/A
2020
3.68%3.92%
2019
6.05%5.69%
2018
0.91%0.66%
2017
3.87%3.59%
2016
-0.60%-0.28%
2015
2.21%2.36%
2014
6.79%6.85%
2013
-2.03%-2.82%
2012
3.90%4.75%
2011
7.97%8.90%
2010
1.86%1.65%
2009
10.03%11.29%
2008
-1.01%-2.81%
2007
3.88%2.05%
2006
3.88%3.77%
2005
1.60%2.08%
2004
2.38%2.88%
2003
4.01%4.03%
2002
9.01%8.12%
2001
4.13%4.37%
2000
9.95%9.62%
1999
-2.75%-2.66%
1998
6.00%5.38%
1997
7.09%7.78%
1996
3.90%3.39%
1995
15.12%14.83%
1994
-3.32%-4.65%
1993
7.98%10.37%
1992
6.90%8.27%
1991
8.79%10.73%
1990
5.95%6.11%
1989
8.83%10.10%
1988
8.05%10.38%
1987
N/A-0.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20231.40%-0.60%-0.90%N/A
2022-4.08%-1.80%-2.64%3.51%
2021-0.60%0.97%-0.31%0.25%
20200.44%1.91%0.63%0.65%
20192.41%1.80%1.44%0.30%
2018-1.13%0.56%-0.22%1.73%
20170.80%1.70%0.56%0.76%
20161.23%1.90%-0.64%-3.01%
20150.67%-0.77%1.40%0.90%
20142.05%2.39%0.90%1.29%
20130.00%-2.54%0.55%-0.03%
20120.54%1.27%1.61%0.42%
20111.01%2.31%2.86%1.56%
20100.57%1.57%3.09%-3.27%
20094.79%1.58%4.41%-1.00%
2008-0.66%0.43%-3.97%3.32%
20070.83%-1.43%2.81%1.67%
20060.44%-0.45%3.34%0.53%
2005-0.78%2.38%-0.05%0.07%
20041.09%-2.20%3.13%0.42%
20030.78%2.96%-0.70%0.94%
20020.66%3.96%4.25%-0.07%
20012.46%0.07%3.15%-1.54%
20001.62%1.95%2.33%3.71%
19990.35%-2.32%-0.21%-0.58%
19980.82%1.34%2.86%0.85%
1997-0.86%3.24%2.39%2.19%
1996-0.89%-0.45%2.31%2.92%
19957.32%1.65%2.84%2.61%
1994-2.00%-1.62%1.11%-0.83%
19931.82%1.74%2.52%1.67%
19920.20%2.02%1.95%2.57%
19912.01%2.32%1.80%2.39%
19901.21%1.86%0.86%1.89%
19891.63%3.53%1.46%1.94%
19885.73%-0.69%2.14%0.74%
1987-0.70%N/AN/AN/A

Rank in category (by total return)

YTD2
1-month1
3-month1
1-year2
3-year2
5-year2

Load adjusted returns

1-year3.40%
3-year-1.44%
5-year1.25%
10-year1.75%