Canada markets closed

Amana Income Institutional (AMINX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
63.24+0.53 (+0.85%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.57%
5-Year Average Return11.28%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)25.57%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return25.57%
Worst 3-Yr Total Return5.31%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAMINXCategory
YTD6.13%14.84%
1-Month-3.58%1.65%
3-Month4.88%7.55%
1-Year15.24%40.47%
3-Year8.25%16.77%
5-Year11.16%16.15%
10-Year9.83%13.21%
Last Bull Market20.98%24.09%
Last Bear Market-8.09%-17.61%

Annual Total Return (%) History

Year
AMINXCategory
2024
N/AN/A
2023
13.82%N/A
2022
-8.51%N/A
2021
22.79%N/A
2020
14.14%15.83%
2019
25.57%28.78%
2018
-4.99%-6.27%
2017
21.97%20.44%
2016
9.63%10.37%
2015
-2.63%-1.07%
2014
9.42%10.96%
2013
N/A31.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.08%N/AN/AN/A
20232.72%7.89%-4.96%8.06%
2022-6.33%-8.09%-5.86%12.89%
20215.14%5.20%-2.50%13.85%
2020-17.98%18.50%6.34%10.44%
201911.71%1.21%1.30%9.64%
2018-3.31%-0.51%8.62%-9.08%
20176.38%2.91%4.08%7.05%
20164.20%3.55%1.70%-0.10%
2015-0.13%-0.52%-7.83%6.34%
20141.35%4.73%-1.44%4.59%
20139.11%N/AN/AN/A

Rank In Category (By Total Return)

YTD33
1-Month17
3-Month22
1-Year82
3-Year19
5-Year69

Load Adjusted Returns

1-Year15.24%
3-Year8.25%
5-Year11.16%
10-Year9.83%