Correlation
The correlation between AMANX and SPUS is 0.88, 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.
AMANX vs. SPUS
Compare and contrast key facts about Amana Mutual Funds Trust Income Fund (AMANX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
AMANX is managed by Amana. It was launched on Jun 23, 1986. SPUS is a passively managed fund by Toroso Investments that tracks the performance of the S&P 500 Shariah Industry Exclusions Index. It was launched on Dec 18, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMANX or SPUS.
Performance
AMANX vs. SPUS - Performance Comparison
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Key characteristics
AMANX:
0.54
SPUS:
0.46
AMANX:
0.80
SPUS:
0.68
AMANX:
1.10
SPUS:
1.09
AMANX:
0.50
SPUS:
0.37
AMANX:
1.77
SPUS:
1.24
AMANX:
4.34%
SPUS:
6.85%
AMANX:
16.15%
SPUS:
23.38%
AMANX:
-37.82%
SPUS:
-30.80%
AMANX:
-1.69%
SPUS:
-5.95%
Returns By Period
In the year-to-date period, AMANX achieves a 4.08% return, which is significantly higher than SPUS's -2.23% return.
AMANX
4.08%
4.22%
0.69%
8.65%
10.38%
12.24%
9.89%
SPUS
-2.23%
8.32%
-2.22%
10.57%
15.19%
16.72%
N/A
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AMANX vs. SPUS - Expense Ratio Comparison
AMANX has a 1.01% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Risk-Adjusted Performance
AMANX vs. SPUS — Risk-Adjusted Performance Rank
AMANX
SPUS
AMANX vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Income Fund (AMANX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). 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.
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Dividends
AMANX vs. SPUS - Dividend Comparison
AMANX's dividend yield for the trailing twelve months is around 5.41%, more than SPUS's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMANX Amana Mutual Funds Trust Income Fund | 5.41% | 5.69% | 5.24% | 8.14% | 4.66% | 6.53% | 7.81% | 6.55% | 5.75% | 4.15% | 6.88% | 2.38% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.72% | 0.70% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMANX vs. SPUS - Drawdown Comparison
The maximum AMANX drawdown since its inception was -37.82%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for AMANX and SPUS.
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Volatility
AMANX vs. SPUS - Volatility Comparison
The current volatility for Amana Mutual Funds Trust Income Fund (AMANX) is 4.75%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 5.80%. This indicates that AMANX experiences smaller price fluctuations and is considered to be less risky than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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