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:
0.01
^SP500TR:
0.52
AMDWX:
0.13
^SP500TR:
0.89
AMDWX:
1.02
^SP500TR:
1.13
AMDWX:
0.01
^SP500TR:
0.57
AMDWX:
0.03
^SP500TR:
2.19
AMDWX:
7.36%
^SP500TR:
4.84%
AMDWX:
15.81%
^SP500TR:
19.36%
AMDWX:
-28.88%
^SP500TR:
-55.25%
AMDWX:
-10.67%
^SP500TR:
-7.62%
Returns By Period
In the year-to-date period, AMDWX achieves a -2.11% return, which is significantly higher than ^SP500TR's -3.34% return. Over the past 10 years, AMDWX has underperformed ^SP500TR with an annualized return of 2.76%, while ^SP500TR has yielded a comparatively higher 12.45% annualized return.
AMDWX
-2.11%
5.17%
-6.39%
0.12%
7.41%
2.76%
^SP500TR
-3.34%
3.81%
-4.97%
10.02%
15.88%
12.45%
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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 3.72%, while S&P 500 Total Return (^SP500TR) has a volatility of 6.81%. 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.