AMAPX vs. BND
Compare and contrast key facts about Amana Participation Fund (AMAPX) and Vanguard Total Bond Market ETF (BND).
AMAPX is managed by Amana. It was launched on Sep 27, 2015. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMAPX or BND.
Correlation
The correlation between AMAPX and BND is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AMAPX vs. BND - Performance Comparison
Key characteristics
AMAPX:
1.75
BND:
0.31
AMAPX:
2.68
BND:
0.46
AMAPX:
1.42
BND:
1.05
AMAPX:
1.01
BND:
0.12
AMAPX:
6.71
BND:
0.87
AMAPX:
0.57%
BND:
1.91%
AMAPX:
2.19%
BND:
5.43%
AMAPX:
-7.47%
BND:
-18.84%
AMAPX:
-1.40%
BND:
-9.27%
Returns By Period
In the year-to-date period, AMAPX achieves a 3.31% return, which is significantly higher than BND's 1.48% return.
AMAPX
3.31%
-0.31%
2.15%
3.73%
1.31%
N/A
BND
1.48%
-0.24%
1.41%
1.67%
-0.34%
1.36%
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AMAPX vs. BND - Expense Ratio Comparison
AMAPX has a 0.78% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
AMAPX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Participation Fund (AMAPX) and Vanguard Total Bond Market ETF (BND). 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
AMAPX vs. BND - Dividend Comparison
AMAPX's dividend yield for the trailing twelve months is around 2.91%, less than BND's 3.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMAPX Amana Participation Fund | 2.91% | 2.62% | 1.61% | 1.55% | 1.95% | 2.45% | 2.62% | 2.12% | 2.04% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.33% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% | 2.78% |
Drawdowns
AMAPX vs. BND - Drawdown Comparison
The maximum AMAPX drawdown since its inception was -7.47%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for AMAPX and BND. For additional features, visit the drawdowns tool.
Volatility
AMAPX vs. BND - Volatility Comparison
The current volatility for Amana Participation Fund (AMAPX) is 0.48%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.65%. This indicates that AMAPX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.