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Amana Income Investor (AMANX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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64.87+0.08 (+0.12%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.86%
5-Year Average Return11.87%
Number of Years Up28
Number of Years Down9
Best 1 Yr Total Return (May 6, 2024)29.72%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return29.72%
Worst 3-Yr Total Return5.04%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAMANXCategory
YTD6.04%14.84%
1-Month-3.62%1.65%
3-Month4.82%7.55%
1-Year14.94%40.47%
3-Year7.98%16.77%
5-Year10.92%16.15%
10-Year9.57%13.21%
Last Bull Market20.86%24.09%
Last Bear Market-8.13%-17.61%

Annual Total Return (%) History

Year
AMANXCategory
2024
N/AN/A
2023
13.55%N/A
2022
-8.72%N/A
2021
22.51%N/A
2020
13.95%15.83%
2019
25.29%28.78%
2018
-5.22%-6.27%
2017
21.69%20.44%
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
202410.02%N/AN/AN/A
20232.66%7.84%-5.03%8.01%
2022-6.38%-8.13%-5.93%12.82%
20215.11%5.13%-2.54%13.76%
2020-18.01%18.47%6.26%10.40%
201911.67%1.12%1.25%9.58%
2018-3.36%-0.57%8.55%-9.14%
20176.34%2.84%4.01%6.99%
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)

YTD35
1-Month17
3-Month24
1-Year83
3-Year24
5-Year72

Load Adjusted Returns

1-Year14.94%
3-Year7.98%
5-Year10.92%
10-Year9.57%