Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMINX (AMANA INCOME FUND AMANA INCOME FUND INSTITUTIONAL SHARES) | 8.10% | 17.49% | 14.73% | 10.35% | 12.04% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMINX (AMANA INCOME FUND AMANA INCOME FUND INSTITUTIONAL SHARES) | 09/26/2013 | 06/10/2026 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.67 | 17.49 | 14.73 | 10.35 | 12.04 | NA | NA | … | … | 8.10 | 16.69 | 13.13 | 13.87 | -8.65 | 22.81 | 14.18 | 25.59 | -4.94 | 21.95 | 9.61 | -2.70 | 9.42 | 8.12 |
| Sharpe Ratio | NA | 1.43 | 0.95 | 0.60 | 0.66 | NA | NA | … | … | 1.36 | 0.91 | 0.83 | 0.93 | -0.57 | 1.99 | 0.44 | 1.89 | -0.40 | 3.05 | 0.75 | -0.18 | 0.86 | 3.67 |
| Standard Deviation(%) | NA | 12.54 | 13.09 | 13.87 | 15.96 | NA | NA | … | … | 14.97 | 15.25 | 11.47 | 11.03 | 17.82 | 11.47 | 31.23 | 12.76 | 16.06 | 7.02 | 12.46 | 14.75 | 10.96 | 9.46 |
| Draw Down(%) | NA | 11.00 | 15.34 | 19.04 | 31.45 | NA | NA | … | … | 11.00 | 14.63 | 8.49 | 8.33 | 18.95 | 7.30 | 31.45 | 6.87 | 16.02 | 2.90 | 8.10 | 13.47 | 8.15 | 2.35 |
| Yield(%) | 0.00 | 5.57 | 6.14 | 6.11 | 7.88 | 6.59 | 4.94 | … | … | 0.00 | 6.41 | 6.47 | 6.04 | 7.29 | 5.94 | 7.32 | 9.57 | 6.06 | 6.90 | 4.88 | 6.53 | 2.84 | 0.97 |
Data as of 06/10/2026, Common starting date is 09/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMINX (AMANA INCOME FUND AMANA INCOME FUND INSTITUTIONAL SHARES) |
3.93%
Mar 2017 – Mar 2020 |
4.99%
Mar 2015 – Mar 2020 |
8.84%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMINX (AMANA INCOME FUND AMANA INCOME FUND INSTITUTIONAL SHARES) |
20.76%
Dec 2018 – Dec 2021 |
15.35%
Dec 2016 – Dec 2021 |
12.82%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart