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Amana Growth Investor (AMAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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74.81-0.51 (-0.68%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.75%
5-year average return15.37%
Number of years up22
Number of years down7
Best 1-yr total return (17 Apr 2024)33.07%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return33.07%
Worst 3-yr total return6.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAMAGXCategory
YTD10.60%12.38%
1-month1.79%5.09%
3-month10.60%10.28%
1-year29.05%41.70%
3-year12.44%22.56%
5-year17.26%21.98%
10-year15.06%15.99%
Last bull market46.07%25.99%
Last bear market-14.52%-17.29%

Annual total return (%) history

Year
AMAGXCategory
2024
N/AN/A
2023
25.66%N/A
2022
-19.41%N/A
2021
31.53%N/A
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
N/A-2.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.60%N/AN/AN/A
20237.69%7.34%-4.40%13.71%
2022-10.54%-14.52%-5.44%11.44%
20213.61%9.91%0.95%14.41%
2020-13.67%22.63%11.24%12.81%
201917.46%3.42%0.90%8.57%
20181.34%2.31%12.72%-12.35%
20179.35%4.41%5.68%6.90%
20161.32%2.77%3.60%-0.24%
20151.58%-1.81%-5.12%5.23%
20143.38%2.81%0.68%6.57%
20135.99%-0.46%6.63%9.19%
201211.84%-3.91%3.45%0.03%
20113.28%-0.00%-13.36%9.68%
20104.74%-9.89%12.77%8.92%
2009-1.99%11.65%11.74%8.27%
2008-7.39%2.30%-9.09%-18.34%
20070.92%9.20%3.60%-1.69%
20067.76%-4.09%5.35%6.00%
2005-0.27%3.97%11.00%4.43%
20043.63%1.83%1.80%14.53%
2003-2.32%16.19%5.26%12.13%
20020.75%-16.76%-18.66%9.71%
2001-17.85%6.27%-17.38%18.20%
20007.95%-14.46%-1.46%-6.02%
19996.57%17.86%-2.20%62.72%
19988.20%-2.48%-11.59%24.93%
19970.62%9.58%15.37%-7.10%
19961.42%4.57%-3.32%1.67%
19954.70%11.63%8.41%6.58%
1994-6.20%3.08%0.00%N/A

Rank in category (by total return)

YTD67
1-month65
3-month67
1-year83
3-year11
5-year18

Load adjusted returns

1-year29.05%
3-year12.44%
5-year17.26%
10-year15.06%