AMAGX vs. MIDU

In the year-to-date period, AMAGX achieves a 15.61% return, which is significantly lower than MIDU's 36.01% return. Over the past 10 years, AMAGX has underperformed MIDU with an annualized return of 8.92%, while MIDU has yielded a comparatively higher 10.44% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

AMAGX has a 0.91% expense ratio, which is lower than MIDU's 1.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Growth Fund (AMAGX) and Direxion Daily Mid Cap Bull 3X Shares (MIDU). 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 AMAGX Sharpe Ratio is 1.41, which is comparable to the MIDU Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of AMAGX and MIDU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AMAGX's dividend yield for the trailing twelve months is around 0.13%, less than MIDU's 1.21% yield.

The maximum AMAGX drawdown since its inception was -57.64%, smaller than the maximum MIDU drawdown of -86.26%. Use the drawdown chart below to compare losses from any high point for AMAGX and MIDU. For additional features, visit the drawdowns tool.

The current volatility for Amana Mutual Funds Trust Growth Fund (AMAGX) is 4.20%, while Direxion Daily Mid Cap Bull 3X Shares (MIDU) has a volatility of 15.59%. This indicates that AMAGX experiences smaller price fluctuations and is considered to be less risky than MIDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.