AMINX vs. DHY
Compare and contrast key facts about Amana Income Fund Institutional Class (AMINX) and Dimensional High Yield Equity Fund (DHY).
AMINX is an actively managed fund by Amana. It was launched on Sep 25, 2013. DHY is managed by Dimensional Fund Advisors. It was launched on Jan 1, 2013.
Performance
AMINX vs. DHY - Performance Comparison
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AMINX vs. DHY - 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% |
DHY Dimensional High Yield Equity Fund | -2.71% | 2.19% | 18.18% | 24.13% | -21.75% | 16.99% | 0.10% | 26.18% | -16.10% | 17.06% |
Returns By Period
In the year-to-date period, AMINX achieves a -4.76% return, which is significantly lower than DHY's -2.71% return. Over the past 10 years, AMINX has outperformed DHY with an annualized return of 10.80%, while DHY has yielded a comparatively lower 7.91% annualized return.
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%
DHY
- 1D
- 3.83%
- 1M
- -1.24%
- YTD
- -2.71%
- 6M
- -3.37%
- 1Y
- -1.80%
- 3Y*
- 9.83%
- 5Y*
- 4.43%
- 10Y*
- 7.91%
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AMINX vs. DHY - Expense Ratio Comparison
AMINX has a 0.76% expense ratio, which is higher than DHY's 0.04% expense ratio.
Return for Risk
AMINX vs. DHY — Risk / Return Rank
AMINX
DHY
AMINX vs. DHY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Income Fund Institutional Class (AMINX) and Dimensional High Yield Equity Fund (DHY). 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 | DHY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | -0.13 | +0.96 |
Sortino ratioReturn per unit of downside risk | 1.28 | -0.08 | +1.35 |
Omega ratioGain probability vs. loss probability | 1.17 | 0.99 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | -0.26 | +1.33 |
Martin ratioReturn relative to average drawdown | 4.31 | -0.78 | +5.09 |
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 | DHY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | -0.13 | +0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.29 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.44 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.18 | +0.46 |
Correlation
The correlation between AMINX and DHY is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AMINX vs. DHY - Dividend Comparison
AMINX's dividend yield for the trailing twelve months is around 6.09%, less than DHY's 9.79% 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% |
DHY Dimensional High Yield Equity Fund | 9.79% | 9.30% | 8.69% | 9.39% | 10.57% | 7.61% | 8.68% | 9.02% | 11.20% | 9.40% | 10.52% | 12.63% |
Drawdowns
AMINX vs. DHY - Drawdown Comparison
The maximum AMINX drawdown since its inception was -31.45%, smaller than the maximum DHY drawdown of -71.47%. Use the drawdown chart below to compare losses from any high point for AMINX and DHY.
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Drawdown Indicators
| AMINX | DHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.45% | -71.47% | +40.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -10.38% | -0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -19.04% | -27.23% | +8.19% |
Max Drawdown (10Y)Largest decline over 10 years | -31.45% | -41.36% | +9.91% |
Current DrawdownCurrent decline from peak | -11.00% | -6.10% | -4.90% |
Average DrawdownAverage peak-to-trough decline | -3.66% | -12.37% | +8.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 3.50% | -0.78% |
Volatility
AMINX vs. DHY - Volatility Comparison
The current volatility for Amana Income Fund Institutional Class (AMINX) is 4.57%, while Dimensional High Yield Equity Fund (DHY) has a volatility of 6.45%. This indicates that AMINX experiences smaller price fluctuations and is considered to be less risky than DHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMINX | DHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 6.45% | -1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 9.58% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.68% | 14.36% | +1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.75% | 15.25% | -1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.86% | 17.97% | -2.11% |