AMAPX vs. WISEX
Compare and contrast key facts about Amana Participation Fund (AMAPX) and Azzad Wise Capital Fund (WISEX).
AMAPX is managed by Amana. It was launched on Sep 27, 2015. WISEX is managed by Azzad Fund. It was launched on Apr 1, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMAPX or WISEX.
Correlation
The correlation between AMAPX and WISEX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AMAPX vs. WISEX - Performance Comparison
Key characteristics
AMAPX:
1.75
WISEX:
3.87
AMAPX:
2.68
WISEX:
6.25
AMAPX:
1.42
WISEX:
2.00
AMAPX:
1.01
WISEX:
7.30
AMAPX:
6.71
WISEX:
23.12
AMAPX:
0.57%
WISEX:
0.21%
AMAPX:
2.19%
WISEX:
1.23%
AMAPX:
-7.47%
WISEX:
-5.28%
AMAPX:
-1.40%
WISEX:
-0.56%
Returns By Period
In the year-to-date period, AMAPX achieves a 3.31% return, which is significantly lower than WISEX's 4.47% return.
AMAPX
3.31%
-0.31%
2.15%
3.73%
1.31%
N/A
WISEX
4.47%
-0.25%
2.39%
4.58%
2.18%
1.95%
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AMAPX vs. WISEX - Expense Ratio Comparison
AMAPX has a 0.78% expense ratio, which is lower than WISEX's 0.89% expense ratio.
Risk-Adjusted Performance
AMAPX vs. WISEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Participation Fund (AMAPX) and Azzad Wise Capital Fund (WISEX). 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. WISEX - Dividend Comparison
AMAPX's dividend yield for the trailing twelve months is around 2.91%, less than WISEX's 3.45% 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% |
WISEX Azzad Wise Capital Fund | 3.45% | 2.63% | 1.50% | 1.19% | 1.16% | 1.84% | 1.23% | 1.12% | 0.98% | 0.67% | 0.77% | 2.49% |
Drawdowns
AMAPX vs. WISEX - Drawdown Comparison
The maximum AMAPX drawdown since its inception was -7.47%, which is greater than WISEX's maximum drawdown of -5.28%. Use the drawdown chart below to compare losses from any high point for AMAPX and WISEX. For additional features, visit the drawdowns tool.
Volatility
AMAPX vs. WISEX - Volatility Comparison
Amana Participation Fund (AMAPX) has a higher volatility of 0.48% compared to Azzad Wise Capital Fund (WISEX) at 0.38%. This indicates that AMAPX's price experiences larger fluctuations and is considered to be riskier than WISEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.