HOLX vs. AMAGX

Last updated Jun 4, 2026

HOLX (Hologic, Inc.) is a stock, while AMAGX (Amana Mutual Funds Trust Growth Fund) is Large Cap Growth Equities fund managed by Amana. At a 0.38 correlation, their price movements are largely independent.

Performance

HOLX vs. AMAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hologic, Inc. (HOLX) and Amana Mutual Funds Trust Growth Fund (AMAGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

HOLX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AMAGX

• 1D: 0.94%
• 1M: 7.90%
• YTD: 17.40%
• 6M: 15.83%
• 1Y: 37.60%
• 3Y*: 21.85%
• 5Y*: 14.44%
• 10Y*: 17.72%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HOLX vs. AMAGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HOLX Hologic, Inc.	2.04%	3.33%	0.90%	-4.49%	-2.29%	5.12%	39.49%	27.03%	-3.86%	6.56%
AMAGX Amana Mutual Funds Trust Growth Fund	17.40%	17.62%	15.73%	25.67%	-19.49%	31.51%	32.93%	33.09%	2.47%	28.91%

Correlation

The correlation between HOLX and AMAGX is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.13
Correlation (3Y) Calculated over the trailing 3-year period	0.16
Correlation (5Y) Calculated over the trailing 5-year period	0.32
Correlation (10Y) Calculated over the trailing 10-year period	0.44
Correlation (All Time) Calculated using the full available price history since Feb 4, 1994	0.38

Over the past year, the correlation between HOLX and AMAGX has dropped to 0.12 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.

Return for Risk

HOLX vs. AMAGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMAGX

AMAGX Risk / Return Rank: 69
AMAGX Sharpe Ratio Rank: 68
AMAGX Sortino Ratio Rank: 61
AMAGX Omega Ratio Rank: 57
AMAGX Calmar Ratio Rank: 77
AMAGX Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HOLX vs. AMAGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hologic, Inc. (HOLX) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	HOLX	AMAGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.40	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.79	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.97	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.68	—

Drawdowns

Drawdown Indicators

	HOLX	AMAGX	Difference
Max Drawdown Largest peak-to-trough decline	—	-57.64%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-11.04%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-21.45%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-28.09%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-28.09%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-10.27%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.48%	—

Volatility

Volatility by Period

	HOLX	AMAGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.98%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.96%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	16.09%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.40%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.43%	—

Dividends

HOLX vs. AMAGX - Dividend Comparison

Neither HOLX nor AMAGX has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AMAGX Amana Mutual Funds Trust Growth Fund	0.00%	0.00%	3.95%	0.65%	3.64%	0.52%	5.44%	3.15%	3.47%	10.90%	13.67%	7.45%
HOLX Hologic, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both HOLX and AMAGX in my portfolio?

HOLX and AMAGX have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.