Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMANX (AMANA INCOME FUND AMANA INCOME FUND INVESTOR SHARES) | 9.21% | 20.35% | 15.49% | 8.21% | 10.08% | 9.94% | 9.20% | … | … |
Data as of 06/05/2026, Common starting date is 11/26/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMANX (AMANA INCOME FUND AMANA INCOME FUND INVESTOR SHARES) | 11/26/1986 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 20.35 | 15.49 | 8.21 | 10.08 | 9.94 | 9.20 | … | … | 9.21 | 16.41 | 12.85 | 13.60 | -14.74 | 17.84 | 8.07 | 25.31 | -5.17 | 21.04 | 9.32 | -2.93 | 9.13 | 29.72 | 10.17 | 1.94 | 12.21 | 24.35 | -23.48 | 13.57 | 21.20 | 12.80 | 19.93 | 27.72 | -17.04 | -10.55 | 3.90 | 8.68 | 10.46 | 24.54 | 7.10 | 26.89 | -7.84 | 10.48 | 1.87 | 23.64 | -3.40 | 18.35 | 13.41 | -11.67 | -1.71 |
| Sharpe Ratio | NA | 1.41 | 0.93 | 0.40 | 0.52 | NA | NA | … | … | 1.36 | 0.89 | 0.80 | 0.91 | -0.82 | 1.48 | 0.25 | 1.87 | -0.41 | 2.91 | 0.74 | -0.20 | 0.83 | 2.87 | 0.93 | 0.10 | 0.79 | 1.28 | -0.99 | 0.73 | 1.59 | 0.90 | 1.70 | 2.24 | -0.93 | -0.93 | -0.02 | 0.44 | 0.46 | 1.76 | 0.37 | 4.01 | -1.36 | 1.33 | -0.09 | 2.19 | -0.91 | 1.63 | 0.81 | -0.64 | -2.92 |
| Standard Deviation(%) | NA | 12.54 | 13.09 | 14.49 | 16.29 | NA | NA | … | … | 14.98 | 15.24 | 11.49 | 11.03 | 19.81 | 12.00 | 31.57 | 12.72 | 16.04 | 7.04 | 12.37 | 14.76 | 10.99 | 10.34 | 11.00 | 19.84 | 15.26 | 18.94 | 24.67 | 14.27 | 11.26 | 11.68 | 11.13 | 12.03 | 19.57 | 14.28 | 15.24 | 11.98 | 15.35 | 11.82 | 9.33 | 5.72 | 8.01 | 6.22 | 6.64 | 8.95 | 9.78 | 7.60 | 10.48 | 24.80 | 7.35 |
| Draw Down(%) | NA | 11.03 | 15.42 | 21.19 | 31.48 | NA | NA | … | … | 11.03 | 14.65 | 8.52 | 8.39 | 19.09 | 7.30 | 31.48 | 6.90 | 16.22 | 2.93 | 8.11 | 13.52 | 8.23 | 5.82 | 7.84 | 17.39 | 12.30 | 18.08 | 33.49 | 10.19 | 10.36 | 9.32 | 8.71 | 11.78 | 28.46 | 16.76 | 6.72 | 10.82 | 14.63 | 8.47 | 7.59 | 1.69 | 12.31 | 2.96 | 5.93 | 4.05 | 11.97 | 5.34 | 5.62 | 28.20 | 3.28 |
| Yield(%) | 0.00 | 5.32 | 5.86 | 3.68 | 5.27 | 6.05 | 6.33 | … | … | 0.00 | 5.96 | 6.07 | 5.65 | 0.85 | 0.86 | 1.19 | 9.10 | 5.78 | 6.01 | 4.43 | 6.26 | 2.56 | 1.74 | 2.23 | 2.06 | 1.31 | 2.01 | 0.72 | 1.86 | 2.40 | 2.77 | 0.68 | 1.13 | 0.58 | 1.25 | 8.85 | 4.67 | 0.00 | 5.36 | 3.65 | 4.17 | 2.63 | 2.42 | 2.57 | 2.82 | 3.79 | 4.36 | 3.99 | 3.43 | 0.47 |
Data as of 06/05/2026, Common starting date is 11/26/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMANX (AMANA INCOME FUND AMANA INCOME FUND INVESTOR SHARES) |
-9.40%
Mar 2000 – Mar 2003 |
-4.49%
Mar 1998 – Mar 2003 |
3.43%
Feb 1999 – Feb 2009 |
4.50%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMANX (AMANA INCOME FUND AMANA INCOME FUND INVESTOR SHARES) |
24.92%
Mar 2003 – Mar 2006 |
20.72%
Sep 2002 – Sep 2007 |
12.91%
Feb 2009 – Feb 2019 |
12.07%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart