Amana Mutual Funds List
Here you can find all mutual funds issued by Amana and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 6
- Avg. Expense Ratio
- 0.88%
- Avg. 1 Year Return
- 29.89%
- Avg. 5 Year Return
- 10.13%
- Median Risk/Return Score
- 57 / 100
Amana Mutual Funds List
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amana Mutual Funds Trust Growth Fund | Large Cap Growth Equities | Feb 3, 1994 | 0.91% | 16.31% | 17.61% | 0.00% | 67 | ||||||||
| Amana Mutual Funds Trust Income Fund | Large Cap Blend Equities | Jun 23, 1986 | 1.01% | 10.49% | 12.08% | 4.89% | 40 | ||||||||
| Amana Participation Fund | Emerging Markets Bonds | Sep 27, 2015 | 0.78% | 0.26% | 2.22% | 3.66% | 48 | ||||||||
| Amana Mutual Funds Trust Developing World Fund | Emerging Markets Diversified | Sep 27, 2009 | 1.14% | 26.31% | 8.41% | 2.22% | 89 | ||||||||
| Amana Growth Fund | Large Cap Growth Equities | Sep 25, 2013 | 0.67% | 16.44% | 17.87% | 0.16% | 68 | ||||||||
| Amana Income Fund Institutional Class | Dividend | Sep 25, 2013 | 0.76% | 10.60% | 12.34% | 5.27% | 40 |
Explore top Amana Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Amana Mutual funds by Risk/Return Score
The top Amana Mutual funds by PortfoliosLab Risk/Return Score are AMDWX (89) and AMIGX (68).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Amana Mutual Funds Trust Developing World Fund | 89 | — | Sep 2009 | |
| Amana Growth Fund | 68 | — | Sep 2013 | |
| Amana Mutual Funds Trust Growth Fund | 67 | — | Feb 1994 | |
| Amana Participation Fund | 48 | — | Sep 2015 | |
| Amana Income Fund Institutional Class | 40 | — | Sep 2013 |
Best-Performing Amana Mutual funds Over 5 Years
The top Amana Mutual funds is AMIGX (14.44%).
Across the lineup, Amana Mutual funds show an average 1-year return of 29.89% and an average 5-year return of 10.13%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Amana Growth Fund | 14.44% | — | Sep 2013 | |
| Amana Mutual Funds Trust Growth Fund | 14.17% | — | Feb 1994 | |
| Amana Income Fund Institutional Class | 11.25% | — | Sep 2013 | |
| Amana Mutual Funds Trust Income Fund | 10.98% | — | Jun 1986 | |
| Amana Mutual Funds Trust Developing World Fund | 8.61% | — | Sep 2009 |
Lowest-Cost Amana Mutual funds
The top Amana Mutual funds is AMIGX (0.67%).
With an average expense ratio of 0.88%, Amana Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Amana Growth Fund | 0.67% | — | Sep 2013 | |
| Amana Income Fund Institutional Class | 0.76% | — | Sep 2013 | |
| Amana Participation Fund | 0.78% | — | Sep 2015 | |
| Amana Mutual Funds Trust Growth Fund | 0.91% | — | Feb 1994 | |
| Amana Mutual Funds Trust Income Fund | 1.01% | — | Jun 1986 |
Highest-Yield Amana Mutual funds
The top Amana Mutual funds is AMINX (5.27%).
Across the lineup, Amana Mutual funds show an average dividend yield of 2.70%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Amana Income Fund Institutional Class | 5.27% | — | Sep 2013 | |
| Amana Mutual Funds Trust Income Fund | 4.89% | — | Jun 1986 | |
| Amana Participation Fund | 3.66% | — | Sep 2015 | |
| Amana Mutual Funds Trust Developing World Fund | 2.22% | — | Sep 2009 | |
| Amana Growth Fund | 0.16% | — | Sep 2013 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
AMAGX vs. HLALAMAGX vs. spusAMAGX vs. SPYAMAGX vs. SPUSAMAGX vs. ADJEXAMANX vs. SPUSAMANX vs. IMANXAMANX vs. HLALAMANX vs. ADJEXAMANX vs. SPYAMIGX vs. VOOAMIGX vs. VFTNXAMIGX vs. HLALAMIGX vs. IMANXAMIGX vs. SPUSAMAPX vs. SPSKAMAPX vs. WISEXAMAPX vs. HLALAMAPX vs. SPUSAMAPX vs. UMMAAMDWX vs. UMMAAMDWX vs. FXC.ASAMDWX vs. ^SP500TRAMDWX vs. VXUSAMDWX vs. FDFIXAMINX vs. CAIFXAMINX vs. SVAAXAMINX vs. IHGIXAMINX vs. NFJAMINX vs. PJDZX