AMINX vs. AMANX
Compare and contrast key facts about Amana Income Fund Institutional Class (AMINX) and Amana Mutual Funds Trust Income Fund (AMANX).
AMINX is an actively managed fund by Amana. It was launched on Sep 25, 2013. AMANX is managed by Amana. It was launched on Jun 23, 1986.
Performance
AMINX vs. AMANX - Performance Comparison
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AMINX vs. AMANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMINX Amana Income Fund Institutional Class | -4.76% | 16.69% | 13.13% | 13.87% | -8.65% | 22.81% | 14.18% | 25.59% | -4.94% | 21.95% |
AMANX Amana Mutual Funds Trust Income Fund | -4.82% | 16.41% | 12.85% | 13.60% | -8.86% | 22.53% | 13.98% | 25.31% | -5.17% | 21.67% |
Returns By Period
The year-to-date returns for both stocks are quite close, with AMINX having a -4.76% return and AMANX slightly lower at -4.82%. Both investments have delivered pretty close results over the past 10 years, with AMINX having a 10.80% annualized return and AMANX not far behind at 10.55%.
AMINX
- 1D
- -0.67%
- 1M
- -10.42%
- YTD
- -4.76%
- 6M
- -0.76%
- 1Y
- 12.54%
- 3Y*
- 11.70%
- 5Y*
- 8.84%
- 10Y*
- 10.80%
AMANX
- 1D
- -0.66%
- 1M
- -10.44%
- YTD
- -4.82%
- 6M
- -0.88%
- 1Y
- 12.28%
- 3Y*
- 11.43%
- 5Y*
- 8.58%
- 10Y*
- 10.55%
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AMINX vs. AMANX - Expense Ratio Comparison
AMINX has a 0.76% expense ratio, which is lower than AMANX's 1.01% expense ratio.
Return for Risk
AMINX vs. AMANX — Risk / Return Rank
AMINX
AMANX
AMINX vs. AMANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Income Fund Institutional Class (AMINX) and Amana Mutual Funds Trust Income Fund (AMANX). 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.
| AMINX | AMANX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.82 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.25 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.04 | +0.03 |
Martin ratioReturn relative to average drawdown | 4.31 | 4.20 | +0.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMINX | AMANX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.82 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.63 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.67 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.60 | +0.04 |
Correlation
The correlation between AMINX and AMANX is 1.00, 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.
Dividends
AMINX vs. AMANX - Dividend Comparison
AMINX's dividend yield for the trailing twelve months is around 6.09%, more than AMANX's 5.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMINX Amana Income Fund Institutional Class | 6.09% | 5.80% | 6.06% | 5.61% | 8.61% | 5.02% | 6.91% | 8.22% | 6.87% | 6.04% | 4.58% | 7.18% |
AMANX Amana Mutual Funds Trust Income Fund | 5.66% | 5.39% | 5.69% | 5.24% | 8.14% | 4.66% | 6.53% | 7.81% | 6.55% | 5.75% | 4.15% | 6.88% |
Drawdowns
AMINX vs. AMANX - Drawdown Comparison
The maximum AMINX drawdown since its inception was -31.45%, smaller than the maximum AMANX drawdown of -37.82%. Use the drawdown chart below to compare losses from any high point for AMINX and AMANX.
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Drawdown Indicators
| AMINX | AMANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.45% | -37.82% | +6.37% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -11.03% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -19.04% | -19.19% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -31.45% | -31.48% | +0.03% |
Current DrawdownCurrent decline from peak | -11.00% | -11.03% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -3.66% | -6.01% | +2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.72% | 0.00% |
Volatility
AMINX vs. AMANX - Volatility Comparison
Amana Income Fund Institutional Class (AMINX) and Amana Mutual Funds Trust Income Fund (AMANX) have volatilities of 4.57% and 4.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMINX | AMANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 4.56% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 9.22% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.68% | 15.66% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.75% | 13.75% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.86% | 15.85% | +0.01% |