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:
0.65
^SP500TR:
1.97
AMDWX:
0.98
^SP500TR:
2.64
AMDWX:
1.12
^SP500TR:
1.36
AMDWX:
0.90
^SP500TR:
2.98
AMDWX:
1.99
^SP500TR:
12.34
AMDWX:
4.66%
^SP500TR:
2.04%
AMDWX:
14.26%
^SP500TR:
12.79%
AMDWX:
-28.88%
^SP500TR:
-55.25%
AMDWX:
-6.76%
^SP500TR:
0.00%
Returns By Period
In the year-to-date period, AMDWX achieves a 2.18% return, which is significantly lower than ^SP500TR's 4.11% return. Over the past 10 years, AMDWX has underperformed ^SP500TR with an annualized return of 3.04%, while ^SP500TR has yielded a comparatively higher 13.33% annualized return.
AMDWX
2.18%
2.18%
-1.87%
8.31%
5.37%
3.04%
^SP500TR
4.11%
2.87%
10.80%
23.21%
14.40%
13.33%
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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
Amana Mutual Funds Trust Developing World Fund (AMDWX) has a higher volatility of 5.11% compared to S&P 500 Total Return (^SP500TR) at 3.21%. This indicates that AMDWX's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.