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IMANX vs. AMANX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IMANX and AMANX is 0.81, 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.


-0.50.00.51.00.8

Performance

IMANX vs. AMANX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Iman Fund (IMANX) and Amana Mutual Funds Trust Income Fund (AMANX). The values are adjusted to include any dividend payments, if applicable.

-8.00%-6.00%-4.00%-2.00%0.00%2.00%4.00%6.00%AugustSeptemberOctoberNovemberDecember2025
3.70%
-4.29%
IMANX
AMANX

Key characteristics

Sharpe Ratio

IMANX:

1.53

AMANX:

0.65

Sortino Ratio

IMANX:

2.10

AMANX:

0.92

Omega Ratio

IMANX:

1.28

AMANX:

1.12

Calmar Ratio

IMANX:

0.93

AMANX:

0.78

Martin Ratio

IMANX:

8.25

AMANX:

2.34

Ulcer Index

IMANX:

2.88%

AMANX:

3.51%

Daily Std Dev

IMANX:

15.56%

AMANX:

12.64%

Max Drawdown

IMANX:

-56.36%

AMANX:

-38.42%

Current Drawdown

IMANX:

-9.22%

AMANX:

-9.16%

Returns By Period

In the year-to-date period, IMANX achieves a 2.73% return, which is significantly higher than AMANX's 0.87% return. Both investments have delivered pretty close results over the past 10 years, with IMANX having a 4.40% annualized return and AMANX not far ahead at 4.50%.


IMANX

YTD

2.73%

1M

2.29%

6M

5.42%

1Y

21.71%

5Y*

3.72%

10Y*

4.40%

AMANX

YTD

0.87%

1M

0.20%

6M

-4.29%

1Y

6.36%

5Y*

4.82%

10Y*

4.50%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


IMANX vs. AMANX - Expense Ratio Comparison

IMANX has a 1.28% expense ratio, which is higher than AMANX's 1.01% expense ratio.


IMANX
Iman Fund
Expense ratio chart for IMANX: current value at 1.28% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.28%
Expense ratio chart for AMANX: current value at 1.01% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.01%

Risk-Adjusted Performance

IMANX vs. AMANX — Risk-Adjusted Performance Rank

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

IMANX
The Risk-Adjusted Performance Rank of IMANX is 7171
Overall Rank
The Sharpe Ratio Rank of IMANX is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of IMANX is 7171
Sortino Ratio Rank
The Omega Ratio Rank of IMANX is 7070
Omega Ratio Rank
The Calmar Ratio Rank of IMANX is 6161
Calmar Ratio Rank
The Martin Ratio Rank of IMANX is 7878
Martin Ratio Rank

AMANX
The Risk-Adjusted Performance Rank of AMANX is 3333
Overall Rank
The Sharpe Ratio Rank of AMANX is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of AMANX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of AMANX is 2626
Omega Ratio Rank
The Calmar Ratio Rank of AMANX is 5454
Calmar Ratio Rank
The Martin Ratio Rank of AMANX is 3030
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IMANX vs. AMANX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Iman Fund (IMANX) and Amana Mutual Funds Trust Income Fund (AMANX). 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.


Sharpe ratio
The chart of Sharpe ratio for IMANX, currently valued at 1.53, compared to the broader market-1.000.001.002.003.004.001.530.56
The chart of Sortino ratio for IMANX, currently valued at 2.10, compared to the broader market0.005.0010.002.100.80
The chart of Omega ratio for IMANX, currently valued at 1.28, compared to the broader market1.002.003.004.001.281.11
The chart of Calmar ratio for IMANX, currently valued at 0.93, compared to the broader market0.005.0010.0015.0020.000.930.67
The chart of Martin ratio for IMANX, currently valued at 8.25, compared to the broader market0.0020.0040.0060.0080.008.251.97
IMANX
AMANX

The current IMANX Sharpe Ratio is 1.53, which is higher than the AMANX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of IMANX and AMANX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
1.53
0.56
IMANX
AMANX

Dividends

IMANX vs. AMANX - Dividend Comparison

IMANX has not paid dividends to shareholders, while AMANX's dividend yield for the trailing twelve months is around 0.76%.


TTM20242023202220212020201920182017201620152014
IMANX
Iman Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.27%0.03%0.00%0.00%
AMANX
Amana Mutual Funds Trust Income Fund
0.76%0.76%0.90%1.00%0.73%1.12%1.24%1.33%1.04%1.40%1.57%1.50%

Drawdowns

IMANX vs. AMANX - Drawdown Comparison

The maximum IMANX drawdown since its inception was -56.36%, which is greater than AMANX's maximum drawdown of -38.42%. Use the drawdown chart below to compare losses from any high point for IMANX and AMANX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-9.22%
-9.16%
IMANX
AMANX

Volatility

IMANX vs. AMANX - Volatility Comparison

The current volatility for Iman Fund (IMANX) is 5.04%, while Amana Mutual Funds Trust Income Fund (AMANX) has a volatility of 6.32%. This indicates that IMANX experiences smaller price fluctuations and is considered to be less risky than AMANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%AugustSeptemberOctoberNovemberDecember2025
5.04%
6.32%
IMANX
AMANX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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