AMANX vs. SSSYX
Compare and contrast key facts about Amana Mutual Funds Trust Income Fund (AMANX) and State Street Equity 500 Index Fund Class K (SSSYX).
AMANX is managed by Amana. It was launched on Jun 23, 1986. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
AMANX vs. SSSYX - Performance Comparison
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AMANX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMANX Amana Mutual Funds Trust Income Fund | -4.82% | 16.41% | 12.85% | 13.60% | -8.86% | 22.53% | 13.98% | 25.31% | -5.17% | 21.67% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, AMANX achieves a -4.82% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, AMANX has underperformed SSSYX with an annualized return of 10.55%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
AMANX
- 1D
- -0.66%
- 1M
- -10.44%
- YTD
- -4.82%
- 6M
- -0.88%
- 1Y
- 12.28%
- 3Y*
- 11.43%
- 5Y*
- 8.58%
- 10Y*
- 10.55%
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
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AMANX vs. SSSYX - Expense Ratio Comparison
AMANX has a 1.01% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
AMANX vs. SSSYX — Risk / Return Rank
AMANX
SSSYX
AMANX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Income Fund (AMANX) and State Street Equity 500 Index Fund Class K (SSSYX). 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.
| AMANX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.84 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.30 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.06 | -0.02 |
Martin ratioReturn relative to average drawdown | 4.20 | 5.13 | -0.94 |
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
| AMANX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.84 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.68 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.11 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.11 | +0.49 |
Correlation
The correlation between AMANX and SSSYX 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.
Dividends
AMANX vs. SSSYX - Dividend Comparison
AMANX's dividend yield for the trailing twelve months is around 5.66%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMANX Amana Mutual Funds Trust Income Fund | 5.66% | 5.39% | 5.69% | 5.24% | 8.14% | 4.66% | 6.53% | 7.81% | 6.55% | 5.75% | 4.15% | 6.88% |
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
AMANX vs. SSSYX - Drawdown Comparison
The maximum AMANX drawdown since its inception was -37.82%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for AMANX and SSSYX.
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Drawdown Indicators
| AMANX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.82% | -91.48% | +53.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.03% | -12.10% | +1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -19.19% | -24.49% | +5.30% |
Max Drawdown (10Y)Largest decline over 10 years | -31.48% | -91.48% | +60.00% |
Current DrawdownCurrent decline from peak | -11.03% | -8.88% | -2.15% |
Average DrawdownAverage peak-to-trough decline | -6.01% | -4.20% | -1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.49% | +0.23% |
Volatility
AMANX vs. SSSYX - Volatility Comparison
Amana Mutual Funds Trust Income Fund (AMANX) has a higher volatility of 4.56% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 4.24%. This indicates that AMANX's price experiences larger fluctuations and is considered to be riskier than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMANX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 4.24% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 9.08% | +0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.66% | 18.10% | -2.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.75% | 16.85% | -3.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.85% | 124.43% | -108.58% |