AMANX - Amana Income Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return17.15%
5-Year Average Return12.61%
Number of Years Up23
Number of Years Down7
Best 1 Yr Total Return (Oct 30, 2017)29.72%
Worst 1 Yr Total Return (Oct 30, 2017)-23.48%
Best 3-Yr Total Return29.72%
Worst 3-Yr Total Return1.91%

Trailing Returns (%) Vs. Benchmarks

ReturnAMANXCategory
YTD17.15%15.50%
1-Month3.00%2.00%
3-Month7.35%4.40%
1-Year22.10%22.34%
3-Year8.23%9.01%
5-Year12.61%13.70%
10-Year7.33%6.62%
Last Bull Market18.19%23.89%
Last Bear Market-15.52%-17.62%

Annual Total Return (%) History

Year
AMANXCategory
2017
N/AN/A
2016
9.34%10.37%
2015
-2.86%-1.07%
2014
9.13%10.96%
2013
29.72%31.50%
2012
9.65%14.96%
2011
1.94%-1.27%
2010
12.21%14.01%
2009
23.54%28.17%
2008
-23.48%-37.79%
2007
14.12%6.16%
2006
21.20%14.17%
2005
12.15%5.88%
2004
20.76%10.02%
2003
28.56%27.05%
2002
-15.85%-22.25%
2001
-11.39%-13.50%
2000
3.90%-6.31%
1999
8.68%20.16%
1998
14.07%22.39%
1997
24.54%28.37%
1996
12.42%20.76%
1995
27.46%32.35%
1994
-6.46%-0.93%
1993
11.60%10.21%
1992
1.87%7.00%
1991
23.64%30.90%
1990
-3.40%-3.13%
1989
18.35%25.43%
1988
13.41%14.20%
1987
-7.52%3.78%
1986
N/A16.30%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20176.34%2.84%4.01%N/A
20164.13%3.48%1.63%-0.16%
2015-0.19%-0.58%-7.87%6.26%
20141.28%4.64%-1.48%4.52%
201310.46%1.70%5.89%9.06%
20126.24%-3.10%4.53%1.89%
20114.56%2.16%-14.15%11.15%
20102.61%-9.86%11.31%9.00%
2009-7.32%12.39%11.02%6.82%
2008-4.07%0.10%-9.24%-12.20%
20073.79%6.90%3.23%-0.37%
20069.29%0.49%1.76%8.45%
20053.72%-0.74%11.76%-2.53%
20040.73%0.91%6.39%11.66%
2003-4.19%13.71%1.38%16.39%
20022.30%-8.33%-16.46%7.41%
2001-8.37%2.22%-8.01%2.84%
20000.44%0.13%2.56%0.73%
1999-3.36%11.41%-6.67%8.16%
199812.82%0.05%-7.50%9.25%
19971.94%13.23%4.75%3.00%
19961.04%3.03%2.89%4.96%
19956.69%5.33%4.37%8.67%
1994-4.93%-4.04%5.20%-2.54%
19935.08%0.22%3.93%1.97%
1992-3.98%1.00%1.10%3.90%
199110.01%-1.11%7.02%6.19%
1990-2.81%3.97%-8.81%4.84%
19893.01%5.87%7.15%1.28%
19882.69%5.91%3.40%0.84%
198712.95%1.12%1.52%-20.24%
19860.20%3.78%N/AN/A

Rank In Category (By Total Return)

YTD24
1-Month9
3-Month4
1-Year62
3-Year74
5-Year79

Load Adjusted Returns

1-Year22.10%
3-Year8.23%
5-Year12.61%
10-Year7.33%