Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AMIGX (AMANA GROWTH FUND AMANA GROWTH FUND INSTITUTIONAL SHARES) 10.88% 27.84% 19.13% 12.85% 17.41% NA NA
Data as of 06/10/2026, Common starting date is 09/26/2013
More Performance Analytics Comparison
Name Start Date End Date
AMIGX (AMANA GROWTH FUND AMANA GROWTH FUND INSTITUTIONAL SHARES) 09/26/2013 06/10/2026
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
Annualized Return (%) -5.15 27.84 19.13 12.85 17.41 NA NA 10.88 17.89 16.01 26.00 -19.30 31.80 33.26 33.43 2.70 29.22 7.77 -0.29 14.22 8.44
Sharpe Ratio NA 1.78 1.00 0.60 0.86 NA NA 1.53 0.74 0.80 1.71 -0.86 2.02 1.07 2.47 0.07 3.56 0.55 -0.02 1.22 3.68
Standard Deviation(%) NA 16.54 17.35 18.39 18.45 NA NA 19.73 20.32 15.49 13.15 24.15 15.71 30.85 12.93 17.81 8.06 13.67 14.90 11.64 9.85
Draw Down(%) NA 11.03 21.40 27.95 27.95 NA NA 11.03 20.92 10.91 8.34 27.55 9.08 26.64 7.20 17.94 2.70 9.35 11.71 7.48 2.98
Yield(%) 0.00 0.22 2.05 2.16 6.29 5.80 4.35 0.00 0.22 4.56 1.02 3.02 0.97 7.02 4.37 3.55 12.87 13.27 7.07 7.21 3.55
Data as of 06/10/2026, Common starting date is 09/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMIGX (AMANA GROWTH FUND AMANA GROWTH FUND INSTITUTIONAL SHARES) 5.66%
Dec 2021 – Dec 2024
10.10%
Mar 2015 – Mar 2020
13.54%
Mar 2015 – Mar 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMIGX (AMANA GROWTH FUND AMANA GROWTH FUND INSTITUTIONAL SHARES) 32.83%
Dec 2018 – Dec 2021
25.47%
Dec 2016 – Dec 2021
17.83%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return