AMIGX vs. SSGFX

Last updated Jun 4, 2026

AMIGX (Amana Growth Fund) and SSGFX (Sextant Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, AMIGX returned 17.98%/yr vs 15.15%/yr for SSGFX. Their correlation of 0.94 suggests significant overlap in exposure. AMIGX charges 0.67%/yr vs 0.74%/yr for SSGFX.

Performance

AMIGX vs. SSGFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amana Growth Fund (AMIGX) and Sextant Growth Fund (SSGFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AMIGX achieves a 17.52% return, which is significantly higher than SSGFX's 11.65% return. Over the past 10 years, AMIGX has outperformed SSGFX with an annualized return of 17.98%, while SSGFX has yielded a comparatively lower 15.15% annualized return.

AMIGX

• 1D: 0.93%
• 1M: 7.91%
• YTD: 17.52%
• 6M: 15.97%
• 1Y: 37.94%
• 3Y*: 22.14%
• 5Y*: 14.72%
• 10Y*: 17.98%

SSGFX

• 1D: -0.14%
• 1M: 4.18%
• YTD: 11.65%
• 6M: 9.75%
• 1Y: 27.81%
• 3Y*: 21.05%
• 5Y*: 12.49%
• 10Y*: 15.15%

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

AMIGX vs. SSGFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AMIGX Amana Growth Fund	17.52%	17.89%	16.01%	26.00%	-19.30%	31.80%	32.97%	33.43%	2.70%	29.22%
SSGFX Sextant Growth Fund	11.65%	16.01%	24.45%	28.25%	-25.30%	22.79%	30.49%	36.39%	0.46%	16.80%

Correlation

The correlation between AMIGX and SSGFX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.91
Correlation (3Y) Calculated over the trailing 3-year period	0.92
Correlation (5Y) Calculated over the trailing 5-year period	0.94
Correlation (10Y) Calculated over the trailing 10-year period	0.94
Correlation (All Time) Calculated using the full available price history since Jan 3, 2014	0.94

The correlation between AMIGX and SSGFX has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.

Return for Risk

AMIGX vs. SSGFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMIGX

AMIGX Risk / Return Rank: 70
AMIGX Sharpe Ratio Rank: 69
AMIGX Sortino Ratio Rank: 63
AMIGX Omega Ratio Rank: 57
AMIGX Calmar Ratio Rank: 78
AMIGX Martin Ratio Rank: 83

SSGFX

SSGFX Risk / Return Rank: 40
SSGFX Sharpe Ratio Rank: 49
SSGFX Sortino Ratio Rank: 46
SSGFX Omega Ratio Rank: 45
SSGFX Calmar Ratio Rank: 30
SSGFX Martin Ratio Rank: 31

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. SSGFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amana Growth Fund (AMIGX) and Sextant Growth Fund (SSGFX). 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.

	AMIGX	SSGFX	Difference
Sharpe ratio: Return per unit of total volatility	2.42	2.07	+0.36
Sortino ratio: Return per unit of downside risk	3.31	2.86	+0.45
Omega ratio: Gain probability vs. loss probability	1.42	1.36	+0.06
Calmar ratio: Return relative to maximum drawdown	3.54	2.05	+1.49
Martin ratio: Return relative to average drawdown	15.77	7.05	+8.72
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AMIGX vs. SSGFX - Sharpe Ratio Comparison

The current AMIGX Sharpe Ratio is 2.42, which is comparable to the SSGFX Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of AMIGX and SSGFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AMIGX	SSGFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.42	2.07	+0.36
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.80	0.66	+0.14
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.98	0.78	+0.20
Sharpe Ratio (All Time) Calculated using the full available price history	0.91	0.50	+0.41

Drawdowns

AMIGX vs. SSGFX - Drawdown Comparison

The maximum AMIGX drawdown since its inception was -27.95%, smaller than the maximum SSGFX drawdown of -51.52%. Use the drawdown chart below to compare losses from any high point for AMIGX and SSGFX.

Drawdown Indicators

	AMIGX	SSGFX	Difference
Max Drawdown Largest peak-to-trough decline	-27.95%	-51.52%	+23.57%
Max Drawdown (1Y) Largest decline over 1 year	-11.03%	-14.13%	+3.10%
Max Drawdown (3Y) Largest decline over 3 years	-21.40%	-21.07%	-0.33%
Max Drawdown (5Y) Largest decline over 5 years	-27.95%	-30.06%	+2.11%
Max Drawdown (10Y) Largest decline over 10 years	-27.95%	-30.23%	+2.28%
Current Drawdown Current decline from peak	0.00%	-0.14%	+0.14%
Average Drawdown Average peak-to-trough decline	-4.52%	-10.13%	+5.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.47%	4.11%	-1.64%

Volatility

AMIGX vs. SSGFX - Volatility Comparison

Amana Growth Fund (AMIGX) has a higher volatility of 4.97% compared to Sextant Growth Fund (SSGFX) at 3.65%. This indicates that AMIGX's price experiences larger fluctuations and is considered to be riskier than SSGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AMIGX	SSGFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.97%	3.65%	+1.32%
Volatility (6M) Calculated over the trailing 6-month period	12.96%	10.80%	+2.16%
Volatility (1Y) Calculated over the trailing 1-year period	16.09%	14.04%	+2.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.40%	18.90%	-0.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.43%	19.45%	-1.02%

AMIGX vs. SSGFX - Expense Ratio Comparison

AMIGX has a 0.67% expense ratio, which is lower than SSGFX's 0.74% expense ratio.

Dividends

AMIGX vs. SSGFX - Dividend Comparison

AMIGX's dividend yield for the trailing twelve months is around 0.16%, less than SSGFX's 1.47% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SSGFX Sextant Growth Fund	1.47%	1.64%	2.19%	0.00%	2.59%	8.85%	0.58%	2.83%	5.10%	0.63%	3.65%	8.92%

Frequently Asked Questions

Can I hold both AMIGX and SSGFX in my portfolio?

With a correlation of 0.91, AMIGX and SSGFX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, AMIGX or SSGFX?

AMIGX has higher volatility (4.97%) compared to SSGFX (3.65%). In terms of maximum drawdown, AMIGX dropped -27.95% vs SSGFX's -51.52%.

Which has better risk-adjusted returns?

AMIGX currently has the higher Sharpe Ratio (2.42 vs 2.07), 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.