AMDWX vs. ^SP500TR
Compare and contrast key facts about Amana Mutual Funds Trust Developing World Fund (AMDWX) and S&P 500 Total Return (^SP500TR).
AMDWX is managed by Amana. It was launched on Sep 27, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMDWX or ^SP500TR.
Correlation
The correlation between AMDWX and ^SP500TR is 0.75, 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.
Performance
AMDWX vs. ^SP500TR - Performance Comparison
Key characteristics
AMDWX:
-0.04
^SP500TR:
0.32
AMDWX:
0.06
^SP500TR:
0.57
AMDWX:
1.01
^SP500TR:
1.08
AMDWX:
-0.03
^SP500TR:
0.32
AMDWX:
-0.09
^SP500TR:
1.43
AMDWX:
6.78%
^SP500TR:
4.19%
AMDWX:
16.00%
^SP500TR:
18.99%
AMDWX:
-28.88%
^SP500TR:
-55.25%
AMDWX:
-14.38%
^SP500TR:
-13.83%
Returns By Period
In the year-to-date period, AMDWX achieves a -6.17% return, which is significantly higher than ^SP500TR's -9.83% return. Over the past 10 years, AMDWX has underperformed ^SP500TR with an annualized return of 2.25%, while ^SP500TR has yielded a comparatively higher 11.64% annualized return.
AMDWX
-6.17%
-4.29%
-11.91%
2.05%
6.76%
2.25%
^SP500TR
-9.83%
-6.64%
-9.33%
7.79%
15.16%
11.64%
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Risk-Adjusted Performance
AMDWX vs. ^SP500TR — Risk-Adjusted Performance Rank
AMDWX
^SP500TR
AMDWX vs. ^SP500TR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Developing World Fund (AMDWX) and S&P 500 Total Return (^SP500TR). 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.
Drawdowns
AMDWX vs. ^SP500TR - Drawdown Comparison
The maximum AMDWX drawdown since its inception was -28.88%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for AMDWX and ^SP500TR. For additional features, visit the drawdowns tool.
Volatility
AMDWX vs. ^SP500TR - Volatility Comparison
The current volatility for Amana Mutual Funds Trust Developing World Fund (AMDWX) is 7.63%, while S&P 500 Total Return (^SP500TR) has a volatility of 13.59%. This indicates that AMDWX experiences smaller price fluctuations and is considered to be less risky than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.