UWM vs. AMAGX
Compare and contrast key facts about ProShares Ultra Russell2000 (UWM) and Amana Mutual Funds Trust Growth Fund (AMAGX).
UWM is a passively managed fund by ProShares that tracks the performance of the Russell 2000 Index (200%). It was launched on Jan 25, 2007. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Performance
UWM vs. AMAGX - Performance Comparison
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UWM vs. AMAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UWM ProShares Ultra Russell2000 | -0.59% | 13.59% | 11.32% | 22.62% | -43.69% | 23.91% | 16.57% | 48.62% | -25.89% | 26.92% |
AMAGX Amana Mutual Funds Trust Growth Fund | -6.55% | 17.62% | 15.73% | 25.67% | -19.49% | 31.51% | 32.93% | 33.09% | 2.47% | 28.91% |
Returns By Period
In the year-to-date period, UWM achieves a -0.59% return, which is significantly higher than AMAGX's -6.55% return. Over the past 10 years, UWM has underperformed AMAGX with an annualized return of 9.88%, while AMAGX has yielded a comparatively higher 15.34% annualized return.
UWM
- 1D
- 7.02%
- 1M
- -10.65%
- YTD
- -0.59%
- 6M
- 1.22%
- 1Y
- 40.99%
- 3Y*
- 14.68%
- 5Y*
- -3.44%
- 10Y*
- 9.88%
AMAGX
- 1D
- -0.85%
- 1M
- -9.83%
- YTD
- -6.55%
- 6M
- -4.04%
- 1Y
- 19.84%
- 3Y*
- 14.07%
- 5Y*
- 10.31%
- 10Y*
- 15.34%
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UWM vs. AMAGX - Expense Ratio Comparison
UWM has a 0.95% expense ratio, which is higher than AMAGX's 0.91% expense ratio.
Return for Risk
UWM vs. AMAGX — Risk / Return Rank
UWM
AMAGX
UWM vs. AMAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Russell2000 (UWM) 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.
| UWM | AMAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.02 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.54 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.52 | -0.01 |
Martin ratioReturn relative to average drawdown | 5.12 | 6.41 | -1.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UWM | AMAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.02 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.57 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.84 | -0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.64 | -0.53 |
Correlation
The correlation between UWM and AMAGX 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.
Dividends
UWM vs. AMAGX - Dividend Comparison
UWM's dividend yield for the trailing twelve months is around 1.04%, while AMAGX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UWM ProShares Ultra Russell2000 | 1.04% | 1.05% | 1.16% | 0.34% | 0.40% | 0.00% | 0.07% | 0.55% | 0.41% | 0.11% | 0.27% | 0.23% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.00% | 3.95% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% |
Drawdowns
UWM vs. AMAGX - Drawdown Comparison
The maximum UWM drawdown since its inception was -88.21%, which is greater than AMAGX's maximum drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for UWM and AMAGX.
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Drawdown Indicators
| UWM | AMAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.21% | -57.64% | -30.57% |
Max Drawdown (1Y)Largest decline over 1 year | -26.48% | -11.84% | -14.64% |
Max Drawdown (5Y)Largest decline over 5 years | -61.62% | -28.09% | -33.53% |
Max Drawdown (10Y)Largest decline over 10 years | -71.46% | -28.09% | -43.37% |
Current DrawdownCurrent decline from peak | -27.29% | -11.04% | -16.25% |
Average DrawdownAverage peak-to-trough decline | -31.07% | -10.32% | -20.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.76% | 2.80% | +4.96% |
Volatility
UWM vs. AMAGX - Volatility Comparison
ProShares Ultra Russell2000 (UWM) has a higher volatility of 14.81% compared to Amana Mutual Funds Trust Growth Fund (AMAGX) at 5.96%. This indicates that UWM'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.
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Volatility by Period
| UWM | AMAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.81% | 5.96% | +8.85% |
Volatility (6M)Calculated over the trailing 6-month period | 28.72% | 12.00% | +16.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.23% | 20.16% | +26.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.05% | 18.18% | +26.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.00% | 18.27% | +27.73% |