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AMIGX vs. CDSRX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AMIGX vs. CDSRX

Last updated Jul 11, 2026
Documentation

AMIGX (Amana Growth Fund) and CDSRX (Calvert Short Duration Income Fund Class R6) are both mutual funds - AMIGX is a Large Cap Growth Equities fund managed by Amana, while CDSRX is a Short-Term Bond fund managed by Calvert Research and Management. Over the past 5 years, AMIGX returned 12.43%/yr vs 2.83%/yr for CDSRX. At a 0.14 correlation, their price movements are largely independent. AMIGX charges 0.67%/yr vs 0.45%/yr for CDSRX.

Performance

AMIGX vs. CDSRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amana Growth Fund (AMIGX) and Calvert Short Duration Income Fund Class R6 (CDSRX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AMIGX achieves a 13.93% return, which is significantly higher than CDSRX's 0.95% return.

AMIGX

1D
0.46%
1M
0.88%
6M
12.18%
YTD
13.93%
1Y
27.64%
3Y*
19.82%
5Y*
12.43%
10Y*
17.42%

CDSRX

1D
0.06%
1M
0.18%
6M
0.95%
YTD
0.95%
1Y
4.20%
3Y*
5.86%
5Y*
2.83%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMIGX vs. CDSRX - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
AMIGX
Amana Growth Fund		13.93%17.89%16.01%26.00%-19.30%31.80%32.97%21.75%
CDSRX
Calvert Short Duration Income Fund Class R6		0.95%6.35%5.74%6.87%-5.07%1.20%4.82%4.87%

Correlation

The correlation between AMIGX and CDSRX is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.23

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.19

Correlation (All Time)
Calculated using the full available price history since Feb 7, 2019

0.14

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Amana Growth Fund

Calvert Short Duration Income Fund Class R6

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Often compared with CDSRX:
CDSRX vs. VSDMCDSRX vs. DLDFXCDSRX vs. PULSCDSRX vs. GPARXCDSRX vs. SNSAXCDSRX vs. STBFXCDSRX vs. SDMZX

Return for Risk

AMIGX vs. CDSRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AMIGX
AMIGX Risk / Return Rank: 5656
Overall Rank
AMIGX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
AMIGX Sortino Ratio Rank: 4848
Sortino Ratio Rank
AMIGX Omega Ratio Rank: 4646
Omega Ratio Rank
AMIGX Calmar Ratio Rank: 6464
Calmar Ratio Rank
AMIGX Martin Ratio Rank: 6969
Martin Ratio Rank
CDSRX
CDSRX Risk / Return Rank: 7878
Overall Rank
CDSRX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
CDSRX Sortino Ratio Rank: 8888
Sortino Ratio Rank
CDSRX Omega Ratio Rank: 8383
Omega Ratio Rank
CDSRX Calmar Ratio Rank: 7272
Calmar Ratio Rank
CDSRX Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMIGX vs. CDSRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amana Growth Fund (AMIGX) and Calvert Short Duration Income Fund Class R6 (CDSRX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

AMIGXCDSRXDifference
Sharpe ratioReturn per unit of total volatility
1.57
1.96

-0.38

Sortino ratioReturn per unit of downside risk
2.21
3.55

-1.35

Omega ratioGain probability vs. loss probability

1.28

1.43

-0.15

Calmar ratioReturn relative to maximum drawdown

2.46

2.62

-0.16

Martin ratioReturn relative to average drawdown

10.11

10.28

-0.17

AMIGX vs. CDSRX - Sharpe Ratio Comparison

The current AMIGX Sharpe Ratio is 1.57, which is comparable to the CDSRX Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of AMIGX and CDSRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

AMIGX vs. CDSRX - Drawdown Comparison

The maximum AMIGX drawdown since its inception was -27.95%, which is greater than CDSRX's maximum drawdown of -9.96%. Use the drawdown chart below to compare losses from any high point for AMIGX and CDSRX.

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Drawdown Indicators

AMIGXCDSRXDifference

Max Drawdown

Largest peak-to-trough decline

-27.95%

-9.96%

-17.99%

Max Drawdown (1Y)

Largest decline over 1 year

-11.03%

-1.56%

-9.47%

Max Drawdown (3Y)

Largest decline over 3 years

-21.40%

-1.56%

-19.84%

Max Drawdown (5Y)

Largest decline over 5 years

-27.95%

-7.91%

-20.04%

Max Drawdown (10Y)

Largest decline over 10 years

-27.95%

—

—

Current Drawdown

Current decline from peak

-3.05%

-0.19%

-2.86%

Average Drawdown

Average peak-to-trough decline

-4.51%

-1.35%

-3.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

0.40%

+2.27%

Volatility

AMIGX vs. CDSRX - Volatility Comparison

Amana Growth Fund (AMIGX) has a higher volatility of 5.88% compared to Calvert Short Duration Income Fund Class R6 (CDSRX) at 0.57%. This indicates that AMIGX's price experiences larger fluctuations and is considered to be riskier than CDSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

AMIGXCDSRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.88%

0.57%

+5.31%

Volatility (6M)

Calculated over the trailing 6-month period

14.07%

1.60%

+12.47%

Volatility (1Y)

Calculated over the trailing 1-year period

17.21%

2.09%

+15.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.61%

2.43%

+16.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.46%

2.65%

+15.81%

AMIGX vs. CDSRX - Expense Ratio Comparison

AMIGX has a 0.67% expense ratio, which is higher than CDSRX's 0.45% expense ratio.

Dividends

AMIGX vs. CDSRX - Dividend Comparison

AMIGX's dividend yield for the trailing twelve months is around 0.16%, less than CDSRX's 4.66% yield.

PositionTTM20252024202320222021202020192018201720162015
AMIGX
Amana Growth Fund		0.16%0.19%4.02%0.82%3.88%0.74%5.42%3.37%3.61%11.11%13.79%7.61%
CDSRX
Calvert Short Duration Income Fund Class R6		4.66%4.55%4.98%3.52%2.21%2.56%2.88%2.75%0.00%0.00%0.00%0.00%

Frequently Asked Questions

AMIGX and CDSRX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AMIGX has higher volatility (5.88%) compared to CDSRX (0.57%). In terms of maximum drawdown, AMIGX dropped -27.95% vs CDSRX's -9.96%.

CDSRX currently has the higher Sharpe Ratio (1.96 vs 1.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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