Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMIPX (AMANA PARTICIPATION FUND AMANA PARTICIPATION FUND INSTITUTIONAL SHARES) | -0.79% | 3.09% | 3.76% | 1.48% | 2.40% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMIPX (AMANA PARTICIPATION FUND AMANA PARTICIPATION FUND INSTITUTIONAL SHARES) | 09/29/2015 | 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 | 3.09 | 3.76 | 1.48 | 2.40 | NA | NA | … | … | -0.79 | 6.36 | 4.02 | 2.61 | -4.63 | 0.65 | 5.60 | 6.94 | 0.31 | 2.69 | 2.56 | -0.60 |
| Sharpe Ratio | NA | 0.83 | 0.37 | -0.48 | 0.39 | NA | NA | … | … | -1.67 | 1.69 | 0.18 | -0.42 | -3.25 | 0.53 | 1.97 | 3.31 | -0.67 | 1.64 | 1.24 | -4.39 |
| Standard Deviation(%) | NA | 2.22 | 2.29 | 2.11 | 2.00 | NA | NA | … | … | 2.50 | 2.06 | 2.24 | 2.50 | 1.87 | 1.17 | 2.70 | 1.65 | 1.60 | 1.24 | 1.89 | 0.54 |
| Draw Down(%) | NA | 2.60 | 2.65 | 7.28 | 7.28 | NA | NA | … | … | 2.60 | 1.12 | 1.24 | 3.23 | 6.87 | 1.17 | 5.36 | 0.68 | 1.95 | 0.69 | 2.24 | 0.60 |
| Yield(%) | 0.00 | 2.88 | 3.30 | 2.61 | 2.60 | 1.78 | 1.34 | … | … | 1.02 | 3.86 | 3.42 | 2.85 | 1.73 | 1.78 | 2.27 | 2.78 | 2.78 | 2.37 | 2.06 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMIPX (AMANA PARTICIPATION FUND AMANA PARTICIPATION FUND INSTITUTIONAL SHARES) |
-1.46%
Oct 2020 – Oct 2023 |
1.27%
Oct 2017 – Oct 2022 |
2.41%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMIPX (AMANA PARTICIPATION FUND AMANA PARTICIPATION FUND INSTITUTIONAL SHARES) |
4.80%
May 2018 – May 2021 |
3.69%
Jan 2016 – Jan 2021 |
2.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart