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SSGFX vs. AMIGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SSGFX vs. AMIGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sextant Growth Fund (SSGFX) and Amana Growth Fund (AMIGX). The values are adjusted to include any dividend payments, if applicable.

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SSGFX vs. AMIGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SSGFX
Sextant Growth Fund
-10.08%16.01%24.45%28.25%-25.30%22.79%30.49%36.39%0.46%16.80%
AMIGX
Amana Growth Fund
-6.50%17.89%16.01%26.00%-19.30%31.80%32.97%33.43%2.70%29.22%

Returns By Period

In the year-to-date period, SSGFX achieves a -10.08% return, which is significantly lower than AMIGX's -6.50% return. Over the past 10 years, SSGFX has underperformed AMIGX with an annualized return of 12.51%, while AMIGX has yielded a comparatively higher 15.59% annualized return.


SSGFX

1D
-0.70%
1M
-8.24%
YTD
-10.08%
6M
-10.14%
1Y
14.53%
3Y*
15.07%
5Y*
8.63%
10Y*
12.51%

AMIGX

1D
-0.84%
1M
-9.81%
YTD
-6.50%
6M
-3.93%
1Y
20.14%
3Y*
14.34%
5Y*
10.58%
10Y*
15.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SSGFX vs. AMIGX - Expense Ratio Comparison

SSGFX has a 0.74% expense ratio, which is higher than AMIGX's 0.67% expense ratio.


Return for Risk

SSGFX vs. AMIGX — Risk / Return Rank

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

SSGFX
SSGFX Risk / Return Rank: 3434
Overall Rank
SSGFX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
SSGFX Sortino Ratio Rank: 4040
Sortino Ratio Rank
SSGFX Omega Ratio Rank: 3838
Omega Ratio Rank
SSGFX Calmar Ratio Rank: 2929
Calmar Ratio Rank
SSGFX Martin Ratio Rank: 2727
Martin Ratio Rank

AMIGX
AMIGX Risk / Return Rank: 6363
Overall Rank
AMIGX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
AMIGX Sortino Ratio Rank: 6262
Sortino Ratio Rank
AMIGX Omega Ratio Rank: 5757
Omega Ratio Rank
AMIGX Calmar Ratio Rank: 6868
Calmar Ratio Rank
AMIGX Martin Ratio Rank: 6969
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.

SSGFX vs. AMIGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sextant Growth Fund (SSGFX) and Amana Growth Fund (AMIGX). 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.


SSGFXAMIGXDifference

Sharpe ratio

Return per unit of total volatility

0.77

1.03

-0.26

Sortino ratio

Return per unit of downside risk

1.26

1.56

-0.31

Omega ratio

Gain probability vs. loss probability

1.18

1.22

-0.04

Calmar ratio

Return relative to maximum drawdown

0.84

1.54

-0.70

Martin ratio

Return relative to average drawdown

2.93

6.53

-3.59

SSGFX vs. AMIGX - Sharpe Ratio Comparison

The current SSGFX Sharpe Ratio is 0.77, which is comparable to the AMIGX Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of SSGFX and AMIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SSGFXAMIGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.77

1.03

-0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.59

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.86

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.80

-0.33

Correlation

The correlation between SSGFX and AMIGX is 0.94, 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.


Dividends

SSGFX vs. AMIGX - Dividend Comparison

SSGFX's dividend yield for the trailing twelve months is around 1.83%, more than AMIGX's 0.20% yield.


TTM20252024202320222021202020192018201720162015
SSGFX
Sextant Growth Fund
1.83%1.64%2.19%0.00%2.59%8.85%0.58%2.83%5.10%0.63%3.65%8.92%
AMIGX
Amana Growth Fund
0.20%0.19%4.02%0.82%3.88%0.74%5.42%3.37%3.61%11.11%13.79%7.61%

Drawdowns

SSGFX vs. AMIGX - Drawdown Comparison

The maximum SSGFX drawdown since its inception was -51.52%, which is greater than AMIGX's maximum drawdown of -27.95%. Use the drawdown chart below to compare losses from any high point for SSGFX and AMIGX.


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Drawdown Indicators


SSGFXAMIGXDifference

Max Drawdown

Largest peak-to-trough decline

-51.52%

-27.95%

-23.57%

Max Drawdown (1Y)

Largest decline over 1 year

-14.13%

-11.85%

-2.28%

Max Drawdown (5Y)

Largest decline over 5 years

-30.06%

-27.95%

-2.11%

Max Drawdown (10Y)

Largest decline over 10 years

-30.23%

-27.95%

-2.28%

Current Drawdown

Current decline from peak

-14.13%

-11.03%

-3.10%

Average Drawdown

Average peak-to-trough decline

-10.16%

-4.56%

-5.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.06%

2.80%

+1.26%

Volatility

SSGFX vs. AMIGX - Volatility Comparison

The current volatility for Sextant Growth Fund (SSGFX) is 4.83%, while Amana Growth Fund (AMIGX) has a volatility of 5.96%. This indicates that SSGFX experiences smaller price fluctuations and is considered to be less risky than AMIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SSGFXAMIGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.83%

5.96%

-1.13%

Volatility (6M)

Calculated over the trailing 6-month period

10.45%

12.00%

-1.55%

Volatility (1Y)

Calculated over the trailing 1-year period

19.52%

20.16%

-0.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.83%

18.17%

+0.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.38%

18.28%

+1.10%