AMINX vs. VIHAX
AMINX (Amana Income Fund Institutional Class) and VIHAX (Vanguard International High Dividend Yield Index Fund Admiral Shares) are both mutual funds - AMINX is a Dividend fund actively managed by Amana, while VIHAX is a Large Cap Value Equities fund managed by Vanguard. Over the past 10 years, AMINX returned 12.47%/yr vs 10.82%/yr for VIHAX. A 0.70 correlation means they provide meaningful diversification when combined. AMINX charges 0.76%/yr vs 0.22%/yr for VIHAX.
Performance
AMINX vs. VIHAX - Performance Comparison
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Returns By Period
In the year-to-date period, AMINX achieves a 11.84% return, which is significantly lower than VIHAX's 12.57% return. Over the past 10 years, AMINX has outperformed VIHAX with an annualized return of 12.47%, while VIHAX has yielded a comparatively lower 10.82% annualized return.
AMINX
- 1D
- 1.12%
- 1M
- 6.61%
- YTD
- 11.84%
- 6M
- 11.32%
- 1Y
- 24.08%
- 3Y*
- 16.54%
- 5Y*
- 11.50%
- 10Y*
- 12.47%
VIHAX
- 1D
- 0.64%
- 1M
- 2.92%
- YTD
- 12.57%
- 6M
- 16.00%
- 1Y
- 31.59%
- 3Y*
- 22.45%
- 5Y*
- 12.36%
- 10Y*
- 10.82%
AMINX vs. VIHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMINX Amana Income Fund Institutional Class | 11.84% | 16.69% | 13.13% | 13.87% | -8.65% | 22.81% | 14.18% | 25.59% | -4.94% | 21.95% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 12.57% | 38.01% | 6.96% | 16.81% | -6.88% | 15.01% | -0.73% | 20.03% | -12.38% | 22.40% |
Correlation
The correlation between AMINX and VIHAX is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2016 | 0.70 |
The correlation between AMINX and VIHAX has been stable across timeframes, ranging from 0.61 to 0.70 - a consistent structural relationship.
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Return for Risk
AMINX vs. VIHAX — Risk / Return Rank
AMINX
VIHAX
AMINX vs. VIHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Income Fund Institutional Class (AMINX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). 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 | VIHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.48 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | 3.27 | -0.99 |
| Martin ratioReturn relative to average drawdown | 8.99 | 12.49 | -3.50 |
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 | VIHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 2.63 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.90 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.68 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.69 | +0.03 |
Drawdowns
AMINX vs. VIHAX - Drawdown Comparison
The maximum AMINX drawdown since its inception was -31.45%, smaller than the maximum VIHAX drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for AMINX and VIHAX.
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Drawdown Indicators
| AMINX | VIHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.45% | -38.80% | +7.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -9.53% | -1.47% |
Max Drawdown (3Y)Largest decline over 3 years | -15.34% | -12.29% | -3.05% |
Max Drawdown (5Y)Largest decline over 5 years | -19.04% | -23.92% | +4.88% |
Max Drawdown (10Y)Largest decline over 10 years | -31.45% | -38.80% | +7.35% |
Current DrawdownCurrent decline from peak | 0.00% | -0.33% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -3.64% | -6.02% | +2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.49% | +0.29% |
Volatility
AMINX vs. VIHAX - Volatility Comparison
Amana Income Fund Institutional Class (AMINX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) have volatilities of 3.40% and 3.46%, 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 | VIHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 3.46% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 9.63% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.39% | 11.89% | +0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.92% | 13.75% | +0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.95% | 15.90% | +0.05% |
AMINX vs. VIHAX - Expense Ratio Comparison
AMINX has a 0.76% expense ratio, which is higher than VIHAX's 0.22% expense ratio.
Dividends
AMINX vs. VIHAX - Dividend Comparison
AMINX's dividend yield for the trailing twelve months is around 5.21%, more than VIHAX's 3.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMINX Amana Income Fund Institutional Class | 5.21% | 5.80% | 6.06% | 5.61% | 8.61% | 5.02% | 6.91% | 8.22% | 6.87% | 6.04% | 4.58% | 7.18% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.39% | 3.69% | 4.85% | 4.58% | 4.70% | 4.30% | 3.22% | 5.63% | 4.28% | 3.16% | 2.37% | 0.00% |
Frequently Asked Questions
AMINX and VIHAX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIHAX has higher volatility (3.46%) compared to AMINX (3.40%). In terms of maximum drawdown, AMINX dropped -31.45% vs VIHAX's -38.80%.
VIHAX currently has the higher Sharpe Ratio (2.63 vs 2.02), 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.
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