ADJEX vs. AMANX

In the year-to-date period, ADJEX achieves a -1.31% return, which is significantly lower than AMANX's 4.03% return. Over the past 10 years, ADJEX has underperformed AMANX with an annualized return of 7.01%, while AMANX has yielded a comparatively higher 9.89% annualized return.

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ADJEX has a 0.99% expense ratio, which is lower than AMANX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Azzad Ethical Fund (ADJEX) and Amana Mutual Funds Trust Income Fund (AMANX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current ADJEX Sharpe Ratio is -0.25, which is lower than the AMANX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of ADJEX and AMANX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ADJEX's dividend yield for the trailing twelve months is around 5.54%, more than AMANX's 5.41% yield.

The maximum ADJEX drawdown since its inception was -55.91%, which is greater than AMANX's maximum drawdown of -37.82%. Use the drawdown chart below to compare losses from any high point for ADJEX and AMANX.

Azzad Ethical Fund (ADJEX) has a higher volatility of 6.14% compared to Amana Mutual Funds Trust Income Fund (AMANX) at 4.72%. This indicates that ADJEX's price experiences larger fluctuations and is considered to be riskier than AMANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.