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IGDA.L vs. AMAL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGDA.L vs. AMAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Dow Jones Islamic Global Developed Markets UCITS ETF USD Acc (IGDA.L) and Amalgamated Financial Corp. (AMAL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IGDA.L achieves a 15.04% return, which is significantly lower than AMAL's 33.40% return.


IGDA.L

1D
-0.48%
1M
6.32%
YTD
15.04%
6M
15.93%
1Y
34.82%
3Y*
21.23%
5Y*
10Y*

AMAL

1D
4.00%
1M
2.47%
YTD
33.40%
6M
38.64%
1Y
45.26%
3Y*
42.61%
5Y*
23.96%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGDA.L vs. AMAL - Yearly Performance Comparison


2026 (YTD)2025202420232022
IGDA.L
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF USD Acc
15.04%18.74%17.94%29.72%-14.30%
AMAL
Amalgamated Financial Corp.
33.40%-2.50%26.32%19.44%43.81%

Correlation

The correlation between IGDA.L and AMAL is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.25

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Jan 31, 2022

0.21

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Return for Risk

IGDA.L vs. AMAL — Risk / Return Rank

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

IGDA.L
IGDA.L Risk / Return Rank: 7676
Overall Rank
IGDA.L Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
IGDA.L Sortino Ratio Rank: 7979
Sortino Ratio Rank
IGDA.L Omega Ratio Rank: 7474
Omega Ratio Rank
IGDA.L Calmar Ratio Rank: 7373
Calmar Ratio Rank
IGDA.L Martin Ratio Rank: 7979
Martin Ratio Rank

AMAL
AMAL Risk / Return Rank: 7676
Overall Rank
AMAL Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
AMAL Sortino Ratio Rank: 7777
Sortino Ratio Rank
AMAL Omega Ratio Rank: 7575
Omega Ratio Rank
AMAL Calmar Ratio Rank: 7373
Calmar Ratio Rank
AMAL Martin Ratio Rank: 7373
Martin Ratio Rank
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.

IGDA.L vs. AMAL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Dow Jones Islamic Global Developed Markets UCITS ETF USD Acc (IGDA.L) and Amalgamated Financial Corp. (AMAL). 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.


IGDA.LAMALDifference
Sharpe ratioReturn per unit of total volatility

+1.00

Sortino ratioReturn per unit of downside risk

+1.43

Omega ratioGain probability vs. loss probability

1.44

1.26

+0.18

Calmar ratioReturn relative to maximum drawdown

3.57

1.86

+1.71

Martin ratioReturn relative to average drawdown

15.24

4.37

+10.87

IGDA.L vs. AMAL - Sharpe Ratio Comparison

The current IGDA.L Sharpe Ratio is 2.47, which is higher than the AMAL Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of IGDA.L and AMAL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IGDA.LAMALDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.47

1.47

+1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

Sharpe Ratio (All Time)

Calculated using the full available price history

0.85

0.37

+0.47

Drawdowns

IGDA.L vs. AMAL - Drawdown Comparison

The maximum IGDA.L drawdown since its inception was -24.18%, smaller than the maximum AMAL drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for IGDA.L and AMAL.


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Drawdown Indicators


IGDA.LAMALDifference

Max Drawdown

Largest peak-to-trough decline

-24.18%

-62.93%

+38.75%

Max Drawdown (1Y)

Largest decline over 1 year

-9.71%

-24.41%

+14.70%

Max Drawdown (3Y)

Largest decline over 3 years

-20.12%

-32.85%

+12.73%

Max Drawdown (5Y)

Largest decline over 5 years

-46.88%

Current Drawdown

Current decline from peak

-1.17%

-2.41%

+1.24%

Average Drawdown

Average peak-to-trough decline

-5.19%

-19.97%

+14.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.28%

10.38%

-8.10%

Volatility

IGDA.L vs. AMAL - Volatility Comparison

The current volatility for Invesco Dow Jones Islamic Global Developed Markets UCITS ETF USD Acc (IGDA.L) is 4.65%, while Amalgamated Financial Corp. (AMAL) has a volatility of 8.52%. This indicates that IGDA.L experiences smaller price fluctuations and is considered to be less risky than AMAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IGDA.LAMALDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.65%

8.52%

-3.87%

Volatility (6M)

Calculated over the trailing 6-month period

10.78%

21.25%

-10.47%

Volatility (1Y)

Calculated over the trailing 1-year period

14.04%

30.92%

-16.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.64%

33.86%

-15.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.64%

40.02%

-21.38%

Dividends

IGDA.L vs. AMAL - Dividend Comparison

IGDA.L has not paid dividends to shareholders, while AMAL's dividend yield for the trailing twelve months is around 1.46%.


PositionTTM20252024202320222021202020192018
AMAL
Amalgamated Financial Corp.
1.46%1.75%1.37%1.48%1.56%1.91%2.33%1.34%0.31%
IGDA.L
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF USD Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IGDA.L and AMAL have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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