HOLX vs. AMAGX

Last updated Apr 2, 2026

Compare and contrast key facts about Hologic, Inc. (HOLX) and Amana Mutual Funds Trust Growth Fund (AMAGX).

AMAGX is managed by Amana. It was launched on Feb 3, 1994.

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.

HOLX vs. AMAGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HOLX Hologic, Inc.	1.49%	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	-3.22%	17.62%	15.73%	25.67%	-19.49%	31.51%	32.93%	33.09%	2.47%	28.91%

Returns By Period

In the year-to-date period, HOLX achieves a 1.49% return, which is significantly higher than AMAGX's -3.22% return. Over the past 10 years, HOLX has underperformed AMAGX with an annualized return of 8.13%, while AMAGX has yielded a comparatively higher 15.74% annualized return.

HOLX

• 1D: 0.01%
• 1M: 0.20%
• YTD: 1.49%
• 6M: 12.77%
• 1Y: 23.17%
• 3Y*: -2.15%
• 5Y*: 0.34%
• 10Y*: 8.13%

AMAGX

• 1D: 3.57%
• 1M: -6.50%
• YTD: -3.22%
• 6M: -1.86%
• 1Y: 23.71%
• 3Y*: 15.41%
• 5Y*: 10.77%
• 10Y*: 15.74%

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

Return for Risk

HOLX vs. AMAGX — Risk / Return Rank

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

HOLX

HOLX Risk / Return Rank: 74
HOLX Sharpe Ratio Rank: 72
HOLX Sortino Ratio Rank: 72
HOLX Omega Ratio Rank: 76
HOLX Calmar Ratio Rank: 71
HOLX Martin Ratio Rank: 81

AMAGX

AMAGX Risk / Return Rank: 73
AMAGX Sharpe Ratio Rank: 65
AMAGX Sortino Ratio Rank: 70
AMAGX Omega Ratio Rank: 64
AMAGX Calmar Ratio Rank: 84
AMAGX Martin Ratio Rank: 84

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.

	HOLX	AMAGX	Difference
Sharpe ratio Return per unit of total volatility	0.93	1.19	-0.25
Sortino ratio Return per unit of downside risk	1.72	1.78	-0.06
Omega ratio Gain probability vs. loss probability	1.26	1.25	+0.01
Calmar ratio Return relative to maximum drawdown	1.54	2.08	-0.54
Martin ratio Return relative to average drawdown	6.44	8.67	-2.23
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HOLX vs. AMAGX - Sharpe Ratio Comparison

The current HOLX Sharpe Ratio is 0.93, which is comparable to the AMAGX Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of HOLX 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.

Sharpe Ratios by Period

	HOLX	AMAGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.93	1.19	-0.25
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	0.59	-0.58
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.31	0.86	-0.56
Sharpe Ratio (All Time) Calculated using the full available price history	0.19	0.65	-0.47

Correlation

The correlation between HOLX and AMAGX is 0.38, 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

HOLX vs. AMAGX - Dividend Comparison

Neither HOLX nor AMAGX has paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
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%

Drawdowns

HOLX vs. AMAGX - Drawdown Comparison

The maximum HOLX drawdown since its inception was -93.75%, which is greater than AMAGX's maximum drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for HOLX and AMAGX.

Drawdown Indicators

	HOLX	AMAGX	Difference
Max Drawdown Largest peak-to-trough decline	-93.75%	-57.64%	-36.11%
Max Drawdown (1Y) Largest decline over 1 year	-14.52%	-11.84%	-2.68%
Max Drawdown (5Y) Largest decline over 5 years	-39.85%	-28.09%	-11.76%
Max Drawdown (10Y) Largest decline over 10 years	-46.24%	-28.09%	-18.15%
Current Drawdown Current decline from peak	-13.77%	-7.87%	-5.90%
Average Drawdown Average peak-to-trough decline	-40.25%	-10.32%	-29.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.48%	2.84%	+0.64%

Volatility

HOLX vs. AMAGX - Volatility Comparison

The current volatility for Hologic, Inc. (HOLX) is 0.75%, while Amana Mutual Funds Trust Growth Fund (AMAGX) has a volatility of 7.18%. This indicates that HOLX experiences smaller price fluctuations and is considered to be less risky than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HOLX	AMAGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.75%	7.18%	-6.43%
Volatility (6M) Calculated over the trailing 6-month period	7.01%	12.50%	-5.49%
Volatility (1Y) Calculated over the trailing 1-year period	24.90%	20.42%	+4.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.12%	18.24%	+4.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.51%	18.31%	+8.20%