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Amana Income Institutional (AMINX)

64.70
+0.03
+(0.05%)
At close: 6:05:05 PM EDT

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 25.57%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 3.97%
5y Average Return 12.98%
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
AMINXCategory AverageAMINXCategory AverageAMINXCategory Average
Alpha -0.96 -0.01 -0.22 -0.01 -0.65 -0.01
BETA 0.76 0.01 0.78 0.01 0.83 0.01
Mean Annual Return 0.83 0.01 1.07 0.01 0.86 0.01
R-squared 81.4 0.94 82.91 0.95 85.27 0.95
Standard Deviation 13.75 0.17 13.86 0.19 13.78 0.15
Sharpe Ratio 0.39 0 0.72 0.01 0.6 0.01
Treynor Ratio 6.14 0.03 12.38 0.1 9.42 0.1

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