AMIGX vs. VT

Last updated Jul 17, 2026

AMIGX (Amana Growth Fund) and VT (Vanguard Total World Stock ETF) are both funds - AMIGX is a Large Cap Growth Equities fund managed by Amana, while VT is a Global Equities fund tracking the FTSE Global All Cap Index. Over the past 10 years, AMIGX returned 17.32%/yr vs 12.39%/yr for VT. Their correlation of 0.89 suggests significant overlap in exposure. AMIGX charges 0.67%/yr vs 0.06%/yr for VT.

Performance

AMIGX vs. VT - Performance Comparison

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

Returns By Period

In the year-to-date period, AMIGX achieves a 13.59% return, which is significantly higher than VT's 11.34% return. Over the past 10 years, AMIGX has outperformed VT with an annualized return of 17.32%, while VT has yielded a comparatively lower 12.39% annualized return.

AMIGX

• 1D: 0.84%
• 1M: -0.05%
• 6M: 11.49%
• YTD: 13.59%
• 1Y: 27.06%
• 3Y*: 18.94%
• 5Y*: 12.49%
• 10Y*: 17.32%

VT

• 1D: -0.74%
• 1M: -0.82%
• 6M: 8.37%
• YTD: 11.34%
• 1Y: 22.85%
• 3Y*: 18.61%
• 5Y*: 10.87%
• 10Y*: 12.39%

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

AMIGX vs. VT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AMIGX Amana Growth Fund	13.59%	17.89%	16.01%	26.00%	-19.30%	31.80%	32.97%	33.43%	2.70%	29.22%
VT Vanguard Total World Stock ETF	11.34%	22.43%	16.49%	22.02%	-18.00%	18.27%	16.59%	26.81%	-9.76%	24.50%

Correlation

The correlation between AMIGX and VT is 0.89, 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	0.89
Correlation (3Y) Calculated over the trailing 3-year period	0.88
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (10Y) Calculated over the trailing 10-year period	0.89
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014	0.89

The correlation between AMIGX and VT has been stable across timeframes, ranging from 0.88 to 0.90 - a consistent structural relationship.

Return for Risk

AMIGX vs. VT — Risk / Return Rank

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

AMIGX

AMIGX Risk / Return Rank: 55
AMIGX Sharpe Ratio Rank: 49
AMIGX Sortino Ratio Rank: 47
AMIGX Omega Ratio Rank: 46
AMIGX Calmar Ratio Rank: 64
AMIGX Martin Ratio Rank: 67

VT

VT Risk / Return Rank: 63
VT Sharpe Ratio Rank: 63
VT Sortino Ratio Rank: 62
VT Omega Ratio Rank: 62
VT Calmar Ratio Rank: 59
VT Martin Ratio Rank: 70

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. VT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amana Growth Fund (AMIGX) and Vanguard Total World Stock ETF (VT). 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	VT	Difference
Sharpe ratio: Return per unit of total volatility	1.58	1.68	-0.10
Sortino ratio: Return per unit of downside risk	2.21	2.34	-0.13
Omega ratio: Gain probability vs. loss probability	1.28	1.30	-0.02
Calmar ratio: Return relative to maximum drawdown	2.48	2.37	+0.10
Martin ratio: Return relative to average drawdown	10.06	10.09	-0.04

AMIGX vs. VT - Sharpe Ratio Comparison

The current AMIGX Sharpe Ratio is 1.58, which is comparable to the VT Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of AMIGX and VT, 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. VT - Drawdown Comparison

The maximum AMIGX drawdown since its inception was -27.95%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for AMIGX and VT.

Drawdown Indicators

	AMIGX	VT	Difference
Max Drawdown Largest peak-to-trough decline	-27.95%	-50.27%	+22.32%
Max Drawdown (1Y) Largest decline over 1 year	-11.03%	-9.67%	-1.36%
Max Drawdown (3Y) Largest decline over 3 years	-21.40%	-16.51%	-4.89%
Max Drawdown (5Y) Largest decline over 5 years	-27.95%	-26.38%	-1.57%
Max Drawdown (10Y) Largest decline over 10 years	-27.95%	-34.24%	+6.29%
Current Drawdown Current decline from peak	-3.34%	-1.67%	-1.67%
Average Drawdown Average peak-to-trough decline	-4.51%	-6.98%	+2.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.71%	2.27%	+0.44%

Volatility

AMIGX vs. VT - Volatility Comparison

Amana Growth Fund (AMIGX) has a higher volatility of 5.14% compared to Vanguard Total World Stock ETF (VT) at 3.93%. This indicates that AMIGX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AMIGX	VT	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.14%	3.93%	+1.21%
Volatility (6M) Calculated over the trailing 6-month period	14.09%	11.49%	+2.60%
Volatility (1Y) Calculated over the trailing 1-year period	17.27%	13.67%	+3.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.62%	16.20%	+2.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.47%	17.16%	+1.31%

AMIGX vs. VT - Expense Ratio Comparison

AMIGX has a 0.67% expense ratio, which is higher than VT's 0.06% expense ratio.

Dividends

AMIGX vs. VT - Dividend Comparison

AMIGX's dividend yield for the trailing twelve months is around 0.17%, less than VT's 1.59% 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%
VT Vanguard Total World Stock ETF	1.59%	1.82%	1.95%	2.08%	2.20%	1.82%	1.66%	2.32%	2.53%	2.11%	2.39%	2.45%

Frequently Asked Questions

Can I hold both AMIGX and VT in my portfolio?

AMIGX and VT have a correlation of 0.89, 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 VT?

AMIGX has higher volatility (5.14%) compared to VT (3.93%). In terms of maximum drawdown, AMIGX dropped -27.95% vs VT's -50.27%.

Which has better risk-adjusted returns?

VT currently has the higher Sharpe Ratio (1.68 vs 1.58), 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.