LGILX vs. AMAGX

In the year-to-date period, LGILX achieves a -0.46% return, which is significantly higher than AMAGX's -1.08% return. Over the past 10 years, LGILX has underperformed AMAGX with an annualized return of 3.76%, while AMAGX has yielded a comparatively higher 8.58% annualized return.

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LGILX has a 0.71% expense ratio, which is lower than AMAGX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) 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.

The current LGILX Sharpe Ratio is 0.23, which is higher than the AMAGX Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of LGILX 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.

LGILX's dividend yield for the trailing twelve months is around 7.99%, while AMAGX has not paid dividends to shareholders.

The maximum LGILX drawdown since its inception was -54.56%, smaller than the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for LGILX and AMAGX. For additional features, visit the drawdowns tool.

Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 6.42% compared to Amana Mutual Funds Trust Growth Fund (AMAGX) at 5.96%. This indicates that LGILX's price experiences larger fluctuations and is considered to be riskier than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.