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Amana Participation Institutional (AMIPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.640.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.41%
5-Year Average Return1.52%
Number of Years Up7
Number of Years Down1
Best 1 Yr Total Return (Jun 24, 2024)6.95%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return6.95%
Worst 3-Yr Total Return-0.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAMIPXCategory
YTD0.60%-0.13%
1-Month0.86%0.40%
3-Month0.68%3.23%
1-Year2.26%9.26%
3-Year-0.44%5.92%
5-Year1.56%4.76%
10-Year0.00%4.29%
Last Bull Market4.66%11.92%
Last Bear Market-1.62%-4.79%

Annual Total Return (%) History

Year
AMIPXCategory
2024
N/AN/A
2023
2.60%N/A
2022
-4.64%N/A
2021
0.64%N/A
2020
5.59%5.09%
2019
6.95%12.59%
2018
0.11%-4.93%
2017
2.68%10.25%
2016
2.56%10.51%
2015
N/A-5.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.56%N/AN/AN/A
20230.73%0.00%-1.21%3.10%
2022-2.74%-1.62%-1.65%1.34%
2021-0.55%1.06%0.32%-0.19%
2020-3.44%5.50%2.13%1.49%
20192.43%2.09%2.09%0.18%
2018-0.67%-0.25%0.76%0.28%
20171.42%0.40%0.98%-0.15%
20160.86%2.06%1.08%-1.43%
2015-0.60%N/AN/AN/A

Rank In Category (By Total Return)

YTD83
1-Month95
3-Month91
1-Year100
3-Year17
5-Year37

Load Adjusted Returns

1-Year2.26%
3-Year-0.44%
5-Year1.56%
10-YearN/A