Nasdaq - Delayed Quote USD

Amana Growth Investor (AMAGX)

75.66 +0.09 (+0.12%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.81%
5y Average Return 15.29%
Number of Years Up 22
Number of Years Down 7
Best 1Y Total Return (Apr 24, 2024) 33.07%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 33.07%
Worst 3Y Total Return 6.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AMAGX
Category
YTD
10.60%
12.38%
1-Month
1.79%
5.09%
3-Month
10.60%
10.28%
1-Year
29.05%
41.70%
3-Year
12.44%
22.56%
5-Year
17.26%
21.98%
10-Year
15.06%
15.99%
Last Bull Market
46.07%
25.99%
Last Bear Market
-14.52%
-17.29%

Annual Total Return (%) History

Year
AMAGX
Category
2024
--
--
2023
25.66%
--
2022
-19.41%
--
2021
31.53%
--
2020
32.86%
35.86%
2019
33.07%
31.90%
2018
2.44%
-2.09%
2017
28.98%
27.67%

2016
7.62%
3.23%
2015
-0.42%
3.60%
2014
14.03%
10.00%
2013
22.83%
33.92%
2012
11.21%
15.34%
2011
-1.86%
-2.46%
2010
15.92%
15.53%
2009
32.40%
35.68%
2008
-29.67%
-40.67%
2007
12.24%
13.35%
2006
15.41%
7.05%
2005
20.20%
6.71%
2004
23.04%
7.81%
2003
33.96%
28.66%
2002
-25.17%
-27.64%
2001
-14.75%
-22.30%
2000
-14.48%
-13.05%
1999
99.88%
38.87%
1998
16.53%
34.55%
1997
18.18%
26.36%
1996
4.25%
19.76%
1995
35.04%
32.65%
1994
--
-2.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.60% -- -- --
2023 7.69% 7.34% -4.40% 13.71%
2022 -10.54% -14.52% -5.44% 11.44%
2021 3.61% 9.91% 0.95% 14.41%
2020 -13.67% 22.63% 11.24% 12.81%
2019 17.46% 3.42% 0.90% 8.57%
2018 1.34% 2.31% 12.72% -12.35%
2017 9.35% 4.41% 5.68% 6.90%
2016 1.32% 2.77% 3.60% -0.24%
2015 1.58% -1.81% -5.12% 5.23%

2014 3.38% 2.81% 0.68% 6.57%
2013 5.99% -0.46% 6.63% 9.19%
2012 11.84% -3.91% 3.45% 0.03%
2011 3.28% -0.00% -13.36% 9.68%
2010 4.74% -9.89% 12.77% 8.92%
2009 -1.99% 11.65% 11.74% 8.27%
2008 -7.39% 2.30% -9.09% -18.34%
2007 0.92% 9.20% 3.60% -1.69%
2006 7.76% -4.09% 5.35% 6.00%
2005 -0.27% 3.97% 11.00% 4.43%
2004 3.63% 1.83% 1.80% 14.53%
2003 -2.32% 16.19% 5.26% 12.13%
2002 0.75% -16.76% -18.66% 9.71%
2001 -17.85% 6.27% -17.38% 18.20%
2000 7.95% -14.46% -1.46% -6.02%
1999 6.57% 17.86% -2.20% 62.72%
1998 8.20% -2.48% -11.59% 24.93%
1997 0.62% 9.58% 15.37% -7.10%
1996 1.42% 4.57% -3.32% 1.67%
1995 4.70% 11.63% 8.41% 6.58%
1994 -6.20% 3.08% 0.00% --

Rank in Category (By Total Return)

YTD 67
1-Month 65
3-Month 67
1-Year 83
3-Year 11
5-Year 18

Load Adjusted Returns

1-Year 29.05%
3-Year 12.44%
5-Year 17.26%
10-Year 15.06%

Performance & Risk

YTD Return 5.81%
5y Average Return 15.29%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Amana
Net Assets 5.23B
YTD Return 10.60%
Yield 0.14%
Morningstar Rating
Inception Date Sep 25, 2013

Fund Summary

The fund normally invests at least 80% of total net assets in common stocks. It invests only in common stocks, including foreign stocks. Investment decisions are made in accordance with Islamic principles. The fund diversifies its investments across industries and companies, and principally follows a large-cap value investment style.

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