Nasdaq - Delayed Quote USD
Amana Income Investor (AMANX)
65.58
+0.04
+(0.06%)
As of 8:09:14 AM EDT. Market Open.
Fund Summary
The fund normally invests at least 80% of its total net assets in income-producing securities, primarily dividend-paying common stocks. It invests primarily in dividend-paying 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.72% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 29 |
| Number of Years Down | 9 |
Performance & Risk
| YTD Return | 2.51% |
| 5y Average Return | 12.61% |
| Rank in Category (ytd) | 7 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AMANX | Category Average | AMANX | Category Average | AMANX | Category Average | |
| Alpha | -1.2 | -0.01 | -0.45 | -0.01 | -0.88 | -0.01 |
| BETA | 0.76 | 0.01 | 0.78 | 0.01 | 0.83 | 0.01 |
| Mean Annual Return | 0.8 | 0.01 | 1.05 | 0.01 | 0.84 | 0.01 |
| R-squared | 81.34 | 0.94 | 82.89 | 0.95 | 85.25 | 0.95 |
| Standard Deviation | 13.75 | 0.17 | 13.86 | 0.19 | 13.78 | 0.15 |
| Sharpe Ratio | 0.37 | 0 | 0.7 | 0.01 | 0.59 | 0.01 |
| Treynor Ratio | 5.79 | 0.03 | 12.06 | 0.1 | 9.12 | 0.1 |
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