Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMAGX (AMANA GROWTH FUND AMANA GROWTH FUND INVESTOR SHARES) | 1.24% | 1.76% | 14.07% | 12.22% | 13.17% | 13.00% | 11.55% | 11.40% |
Data as of 06/23/2025, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMAGX (AMANA GROWTH FUND AMANA GROWTH FUND INVESTOR SHARES) | 06/21/1996 | 06/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.14 | 1.76 | 14.07 | 12.22 | 13.17 | 13.00 | 11.55 | 11.40 | 1.24 | 11.36 | 25.04 | -22.08 | 30.92 | 26.22 | 33.09 | 2.47 | 28.91 | 7.54 | -0.51 | 13.96 | 22.84 | 11.21 | -1.86 | 15.92 | 32.40 | -29.67 | 12.24 | 17.95 | 20.20 | 23.04 | 33.96 | -26.08 | -13.69 | -14.08 | 98.96 | 16.53 | 18.18 | -0.81 |
| Sharpe Ratio | NA | -0.15 | 0.63 | 0.55 | 0.63 | NA | NA | 0.52 | -0.08 | 0.30 | 1.60 | -0.95 | 1.96 | 0.83 | 2.46 | 0.07 | 3.53 | 0.54 | -0.04 | 1.20 | 2.11 | 0.89 | -0.09 | 0.92 | 1.62 | -1.01 | 0.62 | 1.07 | 1.57 | 1.65 | 2.11 | -1.10 | -0.65 | -0.54 | 4.47 | 0.77 | 1.04 | -0.39 |
| Standard Deviation(%) | NA | 21.40 | 18.48 | 18.81 | 18.55 | NA | NA | 18.89 | 25.86 | 16.07 | 13.13 | 24.73 | 15.78 | 31.12 | 12.89 | 17.83 | 8.05 | 13.65 | 14.90 | 11.62 | 10.81 | 12.59 | 21.32 | 17.22 | 19.91 | 30.05 | 14.87 | 13.74 | 11.52 | 13.36 | 15.78 | 24.68 | 25.08 | 33.43 | 21.40 | 17.24 | 14.07 | 12.68 |
| Draw Down(%) | NA | 21.45 | 21.45 | 28.14 | 28.14 | NA | NA | 57.62 | 20.95 | 10.93 | 8.37 | 27.69 | 9.11 | 26.66 | 7.21 | 18.00 | 2.71 | 9.35 | 11.77 | 7.49 | 6.85 | 9.62 | 18.12 | 13.73 | 16.43 | 39.53 | 9.76 | 13.36 | 6.78 | 9.28 | 9.65 | 36.92 | 31.55 | 27.36 | 9.60 | 23.47 | 11.19 | 10.93 |
| Yield(%) | 0.00 | 3.82 | 1.98 | 1.49 | 4.65 | 6.15 | 6.57 | 11.24 | 0.00 | 4.47 | 0.19 | 0.13 | 0.09 | 0.28 | 4.08 | 3.41 | 12.62 | 13.13 | 6.92 | 7.04 | 3.75 | 0.28 | 0.08 | 0.03 | 0.00 | 0.29 | 0.97 | 2.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.70 | 2.52 | 0.00 | 2.48 | 1.32 |
Data as of 06/23/2025, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAGX (AMANA GROWTH FUND AMANA GROWTH FUND INVESTOR SHARES) |
-20.77%
Feb 2000 - Feb 2003 |
-3.64%
Mar 2000 - Mar 2005 |
2.22%
Feb 2000 - Feb 2010 |
5.46%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAGX (AMANA GROWTH FUND AMANA GROWTH FUND INVESTOR SHARES) |
43.47%
Mar 1997 - Mar 2000 |
23.96%
Sep 2002 - Sep 2007 |
17.08%
Dec 2011 - Dec 2021 |
15.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart