AMAGX vs. HLAL
Compare and contrast key facts about Amana Mutual Funds Trust Growth Fund (AMAGX) and Wahed FTSE USA Shariah ETF (HLAL).
AMAGX is managed by Amana. It was launched on Feb 3, 1994. HLAL is a passively managed fund by Wahed that tracks the performance of the FTSE Shariah USA Index. It was launched on Jul 16, 2019.
Performance
AMAGX vs. HLAL - Performance Comparison
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AMAGX vs. HLAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AMAGX Amana Mutual Funds Trust Growth Fund | -6.55% | 17.62% | 15.73% | 25.67% | -19.49% | 31.51% | 32.93% | 7.97% |
HLAL Wahed FTSE USA Shariah ETF | -4.25% | 18.30% | 16.70% | 30.13% | -17.56% | 28.64% | 24.65% | 10.96% |
Returns By Period
In the year-to-date period, AMAGX achieves a -6.55% return, which is significantly lower than HLAL's -4.25% return.
AMAGX
- 1D
- -0.85%
- 1M
- -9.83%
- YTD
- -6.55%
- 6M
- -4.04%
- 1Y
- 19.84%
- 3Y*
- 14.07%
- 5Y*
- 10.31%
- 10Y*
- 15.34%
HLAL
- 1D
- 3.24%
- 1M
- -5.69%
- YTD
- -4.25%
- 6M
- 0.23%
- 1Y
- 22.13%
- 3Y*
- 15.73%
- 5Y*
- 11.68%
- 10Y*
- —
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AMAGX vs. HLAL - Expense Ratio Comparison
AMAGX has a 0.91% expense ratio, which is higher than HLAL's 0.50% expense ratio.
Return for Risk
AMAGX vs. HLAL — Risk / Return Rank
AMAGX
HLAL
AMAGX vs. HLAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Growth Fund (AMAGX) and Wahed FTSE USA Shariah ETF (HLAL). 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.
| AMAGX | HLAL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.14 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.76 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.72 | -0.20 |
Martin ratioReturn relative to average drawdown | 6.41 | 7.90 | -1.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMAGX | HLAL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.14 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.67 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.73 | -0.09 |
Correlation
The correlation between AMAGX and HLAL is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AMAGX vs. HLAL - Dividend Comparison
AMAGX has not paid dividends to shareholders, while HLAL's dividend yield for the trailing twelve months is around 0.55%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.00% | 3.95% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% |
HLAL Wahed FTSE USA Shariah ETF | 0.55% | 0.53% | 0.58% | 0.72% | 1.15% | 0.78% | 0.97% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMAGX vs. HLAL - Drawdown Comparison
The maximum AMAGX drawdown since its inception was -57.64%, which is greater than HLAL's maximum drawdown of -33.57%. Use the drawdown chart below to compare losses from any high point for AMAGX and HLAL.
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Drawdown Indicators
| AMAGX | HLAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.64% | -33.57% | -24.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.84% | -13.15% | +1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -28.09% | -23.18% | -4.91% |
Max Drawdown (10Y)Largest decline over 10 years | -28.09% | — | — |
Current DrawdownCurrent decline from peak | -11.04% | -7.30% | -3.74% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -5.10% | -5.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.86% | -0.06% |
Volatility
AMAGX vs. HLAL - Volatility Comparison
Amana Mutual Funds Trust Growth Fund (AMAGX) and Wahed FTSE USA Shariah ETF (HLAL) have volatilities of 5.96% and 5.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMAGX | HLAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 5.80% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.00% | 10.12% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.16% | 19.52% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.18% | 17.52% | +0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.27% | 20.33% | -2.06% |