AMANX vs. SWPPX
Compare and contrast key facts about Amana Mutual Funds Trust Income Fund (AMANX) and Schwab S&P 500 Index Fund (SWPPX).
AMANX is managed by Amana. It was launched on Jun 23, 1986. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
AMANX vs. SWPPX - Performance Comparison
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AMANX vs. SWPPX - 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% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, AMANX achieves a -4.82% return, which is significantly higher than SWPPX's -7.07% return. Over the past 10 years, AMANX has underperformed SWPPX with an annualized return of 10.55%, while SWPPX has yielded a comparatively higher 13.71% 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%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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AMANX vs. SWPPX - Expense Ratio Comparison
AMANX has a 1.01% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
AMANX vs. SWPPX — Risk / Return Rank
AMANX
SWPPX
AMANX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Income Fund (AMANX) and Schwab S&P 500 Index Fund (SWPPX). 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 | SWPPX | 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 | 5.14 | -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 | SWPPX | 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 | 0.76 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.48 | +0.12 |
Correlation
The correlation between AMANX and SWPPX is 0.87, 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. SWPPX - Dividend Comparison
AMANX's dividend yield for the trailing twelve months is around 5.66%, more than SWPPX's 1.19% 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% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
AMANX vs. SWPPX - Drawdown Comparison
The maximum AMANX drawdown since its inception was -37.82%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for AMANX and SWPPX.
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Drawdown Indicators
| AMANX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.82% | -55.06% | +17.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.03% | -12.10% | +1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -19.19% | -24.51% | +5.32% |
Max Drawdown (10Y)Largest decline over 10 years | -31.48% | -33.80% | +2.32% |
Current DrawdownCurrent decline from peak | -11.03% | -8.89% | -2.14% |
Average DrawdownAverage peak-to-trough decline | -6.01% | -10.00% | +3.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.49% | +0.23% |
Volatility
AMANX vs. SWPPX - Volatility Comparison
Amana Mutual Funds Trust Income Fund (AMANX) has a higher volatility of 4.56% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that AMANX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMANX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 4.29% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 9.11% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.66% | 18.14% | -2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.75% | 16.89% | -3.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.85% | 18.19% | -2.34% |