AMIGX vs. CDSRX

Last updated Aug 1, 2026

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. Over the past 5 years, AMIGX returned 11.40%/yr vs 2.74%/yr for CDSRX. Their 0.14 correlation means their historical movements had little consistent relationship. 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.

Returns By Period

In the year-to-date period, AMIGX achieves a 11.66% return, which is significantly higher than CDSRX's 0.69% return.

AMIGX

• 1D: 2.15%
• 1M: -1.50%
• 6M: 8.98%
• YTD: 11.66%
• 1Y: 25.53%
• 3Y*: 18.02%
• 5Y*: 11.40%
• 10Y*: 16.89%
• ALL TIME*: 15.28%

CDSRX

• 1D: 0.06%
• 1M: -0.38%
• 6M: 0.24%
• YTD: 0.69%
• 1Y: 3.01%
• 3Y*: 5.45%
• 5Y*: 2.74%
• 10Y*: —
• ALL TIME*: 3.34%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AMIGX Amana Growth Fund	$0.00	$0.00	$0.00
CDSRX Calvert Short Duration Income Fund Class R6	$0.00	$0.00	$0.00

AMIGX vs. CDSRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
AMIGX Amana Growth Fund	11.66%	17.89%	16.01%	26.00%	-19.30%	31.80%	32.97%	21.75%
CDSRX Calvert Short Duration Income Fund Class R6	0.69%	6.35%	5.74%	6.87%	-5.07%	1.20%	4.82%	4.87%

Correlation

The correlation between AMIGX and CDSRX is 0.27, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.27
Correlation (3Y) Balances recent behavior with more history.	0.14
Correlation (5Y) Shows whether the relationship held over a longer period.	0.19
Correlation (All Time) Calculated using the full available price history since Feb 7, 2019	0.14

The correlation between AMIGX and CDSRX shifts across timeframes, from 0.14 (all time) to 0.27 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

AMIGX vs. CDSRX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AMIGX

AMIGX Risk / Return Rank: 55
AMIGX Sharpe Ratio Rank: 50
AMIGX Sortino Ratio Rank: 50
AMIGX Omega Ratio Rank: 46
AMIGX Calmar Ratio Rank: 64
AMIGX Martin Ratio Rank: 64

CDSRX

CDSRX Risk / Return Rank: 80
CDSRX Sharpe Ratio Rank: 77
CDSRX Sortino Ratio Rank: 89
CDSRX Omega Ratio Rank: 83
CDSRX Calmar Ratio Rank: 75
CDSRX Martin Ratio Rank: 77

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

	AMIGX	CDSRX	Difference
Sharpe ratio: Return per unit of total volatility	1.30	1.85	-0.54
Sortino ratio: Return per unit of downside risk	1.88	3.32	-1.45
Omega ratio: Gain probability vs. loss probability	1.23	1.40	-0.17
Calmar ratio: Return relative to maximum drawdown	2.07	2.49	-0.42
Martin ratio: Return relative to average drawdown	7.89	9.47	-1.58

AMIGX vs. CDSRX - Sharpe Ratio Comparison

The current AMIGX Sharpe Ratio is 1.30, which is comparable to the CDSRX Sharpe Ratio of 1.85. 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.

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.

Drawdown Indicators

	AMIGX	CDSRX	Difference
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	-4.98%	-0.44%	-4.54%
Average Drawdown Average peak-to-trough decline	-4.51%	-1.35%	-3.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.90%	0.41%	+2.49%

Volatility

AMIGX vs. CDSRX - Volatility Comparison

Amana Growth Fund (AMIGX) has a higher volatility of 4.59% compared to Calvert Short Duration Income Fund Class R6 (CDSRX) at 0.46%. 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.

Volatility by Period

	AMIGX	CDSRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.59%	0.46%	+4.13%
Volatility (6M) Calculated over the trailing 6-month period	14.13%	1.64%	+12.49%
Volatility (1Y) Calculated over the trailing 1-year period	17.54%	2.11%	+15.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.65%	2.44%	+16.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.50%	2.64%	+15.86%

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 0.17%, less than CDSRX's 4.27% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AMIGX Amana Growth Fund	0.17%	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	4.27%	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

Can I hold both AMIGX and CDSRX in my portfolio?

AMIGX and CDSRX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AMIGX or CDSRX?

AMIGX has higher volatility (4.59%) compared to CDSRX (0.46%). In terms of maximum drawdown, AMIGX dropped -27.95% vs CDSRX's -9.96%.

Which has better risk-adjusted returns?

CDSRX currently has the higher Sharpe Ratio (1.85 vs 1.30), 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.