AMAGX vs. YLDE

In the year-to-date period, AMAGX achieves a -1.08% return, which is significantly lower than YLDE's 2.45% return.

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AMAGX has a 0.91% expense ratio, which is higher than YLDE's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Growth Fund (AMAGX) and ClearBridge Dividend Strategy ESG ETF (YLDE). 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 -0.04, which is lower than the YLDE Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of AMAGX and YLDE, 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 has not paid dividends to shareholders, while YLDE's dividend yield for the trailing twelve months is around 2.18%.

The maximum AMAGX drawdown since its inception was -57.64%, which is greater than YLDE's maximum drawdown of -33.23%. Use the drawdown chart below to compare losses from any high point for AMAGX and YLDE. For additional features, visit the drawdowns tool.

Amana Mutual Funds Trust Growth Fund (AMAGX) has a higher volatility of 5.96% compared to ClearBridge Dividend Strategy ESG ETF (YLDE) at 4.24%. This indicates that AMAGX's price experiences larger fluctuations and is considered to be riskier than YLDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.