Correlation
The correlation between CZOVX and AMIGX is 0.93, 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.
CZOVX vs. AMIGX
Compare and contrast key facts about Zacks All-Cap Core Fund (CZOVX) and Amana Growth Fund (AMIGX).
CZOVX is managed by Zacks. It was launched on Dec 5, 2005. AMIGX is managed by Amana. It was launched on Sep 25, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CZOVX or AMIGX.
Performance
CZOVX vs. AMIGX - Performance Comparison
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Key characteristics
CZOVX:
0.60
AMIGX:
0.09
CZOVX:
0.85
AMIGX:
0.13
CZOVX:
1.12
AMIGX:
1.02
CZOVX:
0.53
AMIGX:
-0.01
CZOVX:
1.86
AMIGX:
-0.04
CZOVX:
5.18%
AMIGX:
8.16%
CZOVX:
18.67%
AMIGX:
21.92%
CZOVX:
-50.78%
AMIGX:
-28.01%
CZOVX:
-4.90%
AMIGX:
-8.00%
Returns By Period
In the year-to-date period, CZOVX achieves a 0.31% return, which is significantly higher than AMIGX's -0.57% return. Over the past 10 years, CZOVX has outperformed AMIGX with an annualized return of 11.21%, while AMIGX has yielded a comparatively lower 9.04% annualized return.
CZOVX
0.31%
5.27%
-3.82%
11.12%
12.80%
14.54%
11.21%
AMIGX
-0.57%
7.23%
-5.73%
1.99%
9.72%
12.14%
9.04%
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CZOVX vs. AMIGX - Expense Ratio Comparison
CZOVX has a 1.00% expense ratio, which is higher than AMIGX's 0.67% expense ratio.
Risk-Adjusted Performance
CZOVX vs. AMIGX — Risk-Adjusted Performance Rank
CZOVX
AMIGX
CZOVX vs. AMIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Zacks All-Cap Core Fund (CZOVX) and Amana Growth Fund (AMIGX). 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.
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Dividends
CZOVX vs. AMIGX - Dividend Comparison
CZOVX's dividend yield for the trailing twelve months is around 13.77%, more than AMIGX's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CZOVX Zacks All-Cap Core Fund | 13.77% | 13.81% | 27.08% | 12.67% | 5.83% | 5.45% | 9.19% | 11.09% | 8.16% | 7.84% | 5.92% | 6.21% |
AMIGX Amana Growth Fund | 4.05% | 4.02% | 0.82% | 3.88% | 0.74% | 5.63% | 3.37% | 3.61% | 11.11% | 13.79% | 7.61% | 6.66% |
Drawdowns
CZOVX vs. AMIGX - Drawdown Comparison
The maximum CZOVX drawdown since its inception was -50.78%, which is greater than AMIGX's maximum drawdown of -28.01%. Use the drawdown chart below to compare losses from any high point for CZOVX and AMIGX.
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Volatility
CZOVX vs. AMIGX - Volatility Comparison
The current volatility for Zacks All-Cap Core Fund (CZOVX) is 4.58%, while Amana Growth Fund (AMIGX) has a volatility of 5.09%. This indicates that CZOVX experiences smaller price fluctuations and is considered to be less risky than AMIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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