IMANX vs. AMANX
Compare and contrast key facts about Iman Fund (IMANX) and Amana Mutual Funds Trust Income Fund (AMANX).
IMANX is managed by Allied Asset. It was launched on Jun 30, 2000. AMANX is managed by Amana. It was launched on Jun 23, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMANX or AMANX.
Key characteristics
| IMANX | AMANX | |
|---|---|---|
| YTD Return | 22.70% | 14.78% |
| 1Y Return | 29.08% | 19.93% |
| 3Y Return (Ann) | -3.21% | 7.42% |
| 5Y Return (Ann) | 2.95% | 11.48% |
| 10Y Return (Ann) | 3.13% | 9.91% |
| Sharpe Ratio | 1.92 | 1.77 |
| Sortino Ratio | 2.64 | 2.49 |
| Omega Ratio | 1.35 | 1.31 |
| Calmar Ratio | 0.95 | 2.29 |
| Martin Ratio | 10.71 | 9.17 |
| Ulcer Index | 2.71% | 2.13% |
| Daily Std Dev | 15.06% | 11.03% |
| Max Drawdown | -56.36% | -37.82% |
| Current Drawdown | -10.10% | -3.92% |
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.
Performance
IMANX vs. AMANX - Performance Comparison
In the year-to-date period, IMANX achieves a 22.70% return, which is significantly higher than AMANX's 14.78% return. Over the past 10 years, IMANX has underperformed AMANX with an annualized return of 3.13%, while AMANX has yielded a comparatively higher 9.91% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IMANX vs. AMANX - Expense Ratio Comparison
IMANX has a 1.28% expense ratio, which is higher than AMANX's 1.01% expense ratio.
Risk-Adjusted Performance
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.
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 0.74%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMANX Iman Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% | 0.03% | 0.00% | 0.00% | 0.00% |
AMANX Amana Mutual Funds Trust Income Fund | 0.74% | 0.90% | 1.00% | 0.73% | 1.12% | 1.24% | 1.33% | 1.04% | 1.40% | 1.57% | 1.50% | 1.39% |
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 -37.82%. Use the drawdown chart below to compare losses from any high point for IMANX and AMANX. For additional features, visit the drawdowns tool.
Volatility
IMANX vs. AMANX - Volatility Comparison
Iman Fund (IMANX) has a higher volatility of 3.77% compared to Amana Mutual Funds Trust Income Fund (AMANX) at 3.03%. This indicates that IMANX's price experiences larger fluctuations and is considered to be riskier than AMANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.