WBIG vs. AMAGX
Compare and contrast key facts about WBI BullBear Yield 3000 ETF (WBIG) and Amana Mutual Funds Trust Growth Fund (AMAGX).
WBIG is an actively managed fund by WBI. It was launched on Aug 27, 2014. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WBIG or AMAGX.
Correlation
The correlation between WBIG and AMAGX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WBIG vs. AMAGX - Performance Comparison
Key characteristics
WBIG:
0.46
AMAGX:
0.38
WBIG:
0.69
AMAGX:
0.61
WBIG:
1.09
AMAGX:
1.08
WBIG:
0.29
AMAGX:
0.56
WBIG:
1.12
AMAGX:
1.50
WBIG:
4.22%
AMAGX:
4.07%
WBIG:
10.21%
AMAGX:
16.15%
WBIG:
-25.16%
AMAGX:
-57.64%
WBIG:
-11.04%
AMAGX:
-5.72%
Returns By Period
In the year-to-date period, WBIG achieves a 1.17% return, which is significantly lower than AMAGX's 1.94% return. Over the past 10 years, WBIG has underperformed AMAGX with an annualized return of 1.33%, while AMAGX has yielded a comparatively higher 8.98% annualized return.
WBIG
1.17%
-1.06%
2.25%
4.26%
1.85%
1.33%
AMAGX
1.94%
-0.17%
-2.72%
7.41%
12.03%
8.98%
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WBIG vs. AMAGX - Expense Ratio Comparison
WBIG has a 1.14% expense ratio, which is higher than AMAGX's 0.91% expense ratio.
Risk-Adjusted Performance
WBIG vs. AMAGX — Risk-Adjusted Performance Rank
WBIG
AMAGX
WBIG vs. AMAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WBI BullBear Yield 3000 ETF (WBIG) 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.
Dividends
WBIG vs. AMAGX - Dividend Comparison
WBIG's dividend yield for the trailing twelve months is around 2.58%, while AMAGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBIG WBI BullBear Yield 3000 ETF | 2.58% | 2.06% | 1.74% | 1.30% | 2.94% | 0.89% | 2.11% | 1.44% | 1.13% | 0.96% | 1.41% | 0.11% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.00% | 0.16% | 0.17% | 0.07% | 0.22% | 0.36% | 0.47% | 0.49% | 0.75% | 0.54% | 0.37% |
Drawdowns
WBIG vs. AMAGX - Drawdown Comparison
The maximum WBIG drawdown since its inception was -25.16%, smaller than the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for WBIG and AMAGX. For additional features, visit the drawdowns tool.
Volatility
WBIG vs. AMAGX - Volatility Comparison
The current volatility for WBI BullBear Yield 3000 ETF (WBIG) is 2.37%, while Amana Mutual Funds Trust Growth Fund (AMAGX) has a volatility of 4.54%. This indicates that WBIG experiences smaller price fluctuations and is considered to be less risky than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.