FFIDX vs. AMAGX

In the year-to-date period, FFIDX achieves a -1.64% return, which is significantly higher than AMAGX's -2.70% return. Over the past 10 years, FFIDX has underperformed AMAGX with an annualized return of 12.75%, while AMAGX has yielded a comparatively higher 13.80% annualized return.

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FFIDX has a 0.45% expense ratio, which is lower than AMAGX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Fund (FFIDX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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.

The current FFIDX Sharpe Ratio is 0.32, which is higher than the AMAGX Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of FFIDX and AMAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFIDX has not paid dividends to shareholders, while AMAGX's dividend yield for the trailing twelve months is around 4.06%.

The maximum FFIDX drawdown since its inception was -55.29%, roughly equal to the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for FFIDX and AMAGX.

Fidelity Fund (FFIDX) and Amana Mutual Funds Trust Growth Fund (AMAGX) have volatilities of 4.65% and 4.72%, 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.