Amana Participation Fund Year To Date Return
| AMIPX Fund | USD 9.83 0.01 0.10% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Amana Participation's long-term financial health and intrinsic value.
Amana |
Amana Participation Fund Mutual Fund Year To Date Return Analysis
Amana Participation's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Amana Participation Year To Date Return | 3.31 % |
Most of Amana Participation's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Amana Participation Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Amana Participation Fund has a Year To Date Return of 3.3127%. This is much higher than that of the Amana family and significantly higher than that of the World Bond category. The year to date return for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Amana Participation
The fund consists of 91.0% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Amana Participation's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Amana Fundamentals
| Total Asset | 192.7 M | ||||
| Annual Yield | 0.0002 % | ||||
| Year To Date Return | 3.31 % | ||||
| One Year Return | 5.37 % | ||||
| Three Year Return | 3.12 % | ||||
| Five Year Return | 1.65 % | ||||
| Net Asset | 219.63 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 9.00 % | ||||
| Bond Positions Weight | 91.00 % |
About Amana Participation Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Amana Participation Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Amana Participation using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Amana Participation Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Amana Participation financial ratios help investors to determine whether Amana Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Amana with respect to the benefits of owning Amana Participation security.
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