AMANX vs. IMANX
Compare and contrast key facts about Amana Mutual Funds Trust Income Fund (AMANX) and Iman Fund (IMANX).
AMANX is managed by Amana. It was launched on Jun 23, 1986. IMANX is managed by Allied Asset. It was launched on Jun 30, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMANX or IMANX.
Key characteristics
| AMANX | IMANX | |
|---|---|---|
| YTD Return | 14.78% | 22.70% |
| 1Y Return | 19.93% | 29.08% |
| 3Y Return (Ann) | 7.42% | -3.21% |
| 5Y Return (Ann) | 11.48% | 2.95% |
| 10Y Return (Ann) | 9.91% | 3.13% |
| Sharpe Ratio | 1.77 | 1.92 |
| Sortino Ratio | 2.49 | 2.64 |
| Omega Ratio | 1.31 | 1.35 |
| Calmar Ratio | 2.29 | 0.95 |
| Martin Ratio | 9.17 | 10.71 |
| Ulcer Index | 2.13% | 2.71% |
| Daily Std Dev | 11.03% | 15.06% |
| Max Drawdown | -37.82% | -56.36% |
| Current Drawdown | -3.92% | -10.10% |
Correlation
The correlation between AMANX and IMANX is 0.81, 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.
Performance
AMANX vs. IMANX - Performance Comparison
In the year-to-date period, AMANX achieves a 14.78% return, which is significantly lower than IMANX's 22.70% return. Over the past 10 years, AMANX has outperformed IMANX with an annualized return of 9.91%, while IMANX has yielded a comparatively lower 3.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AMANX vs. IMANX - Expense Ratio Comparison
AMANX has a 1.01% expense ratio, which is lower than IMANX's 1.28% expense ratio.
Risk-Adjusted Performance
AMANX vs. IMANX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Income Fund (AMANX) and Iman Fund (IMANX). 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.
Dividends
AMANX vs. IMANX - Dividend Comparison
AMANX's dividend yield for the trailing twelve months is around 0.74%, while IMANX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMANX Amana Mutual Funds Trust Income Fund | 0.74% | 0.90% | 1.00% | 0.73% | 1.12% | 1.24% | 1.33% | 1.04% | 1.40% | 1.57% | 1.50% | 1.39% |
IMANX Iman Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% | 0.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMANX vs. IMANX - Drawdown Comparison
The maximum AMANX drawdown since its inception was -37.82%, smaller than the maximum IMANX drawdown of -56.36%. Use the drawdown chart below to compare losses from any high point for AMANX and IMANX. For additional features, visit the drawdowns tool.
Volatility
AMANX vs. IMANX - Volatility Comparison
The current volatility for Amana Mutual Funds Trust Income Fund (AMANX) is 3.03%, while Iman Fund (IMANX) has a volatility of 3.77%. This indicates that AMANX experiences smaller price fluctuations and is considered to be less risky than IMANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.