Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMAPX (AMANA PARTICIPATION FUND AMANA PARTICIPATION FUND INVESTOR SHARES) | -0.87% | 2.87% | 3.52% | 1.23% | 2.15% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMAPX (AMANA PARTICIPATION FUND AMANA PARTICIPATION FUND INVESTOR SHARES) | 10/12/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.87 | 3.52 | 1.23 | 2.15 | NA | NA | … | … | -0.87 | 6.01 | 3.76 | 2.47 | -4.97 | 0.48 | 5.34 | 6.60 | 0.07 | 2.54 | 4.35 | -0.60 |
| Sharpe Ratio | NA | 0.70 | 0.27 | -0.61 | 0.27 | NA | NA | … | … | -1.74 | 1.60 | 0.06 | -0.50 | -3.42 | 0.40 | 1.93 | 3.31 | -0.86 | 1.65 | 1.45 | -5.56 |
| Standard Deviation(%) | NA | 2.15 | 2.25 | 2.07 | 1.95 | NA | NA | … | … | 2.51 | 1.97 | 2.20 | 2.41 | 1.88 | 1.15 | 2.63 | 1.55 | 1.53 | 1.15 | 2.84 | 0.50 |
| Draw Down(%) | NA | 2.51 | 2.74 | 7.47 | 7.47 | NA | NA | … | … | 2.51 | 1.12 | 1.29 | 3.24 | 7.06 | 1.10 | 5.30 | 0.69 | 2.03 | 0.66 | 2.34 | 0.60 |
| Yield(%) | 0.00 | 2.66 | 3.06 | 2.39 | 2.38 | 1.77 | 1.33 | … | … | 0.95 | 3.63 | 3.17 | 2.61 | 1.50 | 1.54 | 2.02 | 2.55 | 2.55 | 2.13 | 4.13 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAPX (AMANA PARTICIPATION FUND AMANA PARTICIPATION FUND INVESTOR SHARES) |
-1.68%
Oct 2020 – Oct 2023 |
1.00%
Oct 2017 – Oct 2022 |
2.17%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAPX (AMANA PARTICIPATION FUND AMANA PARTICIPATION FUND INVESTOR SHARES) |
4.56%
Oct 2022 – Oct 2025 |
3.84%
Jan 2016 – Jan 2021 |
2.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart