Amana Participation Financial Statements From 2010 to 2024
| AMAPX Fund | USD 9.77 0.00 0.00% |
Check Amana Participation financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Amana Participation's main balance sheet or income statement drivers, such as , as well as many indicators such as . Amana financial statements analysis is a perfect complement when working with Amana Participation Valuation or Volatility modules.
Amana |
Amana Participation Fund Mutual Fund Five Year Return Analysis
Amana Participation's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Amana Participation Five Year Return | 1.37 % |
Most of Amana Participation's fundamental indicators, such as Five Year 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.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Amana Participation Fund has a Five Year Return of 1.3682%. This is much higher than that of the Amana family and significantly higher than that of the World Bond category. The five year return for all United States funds is notably lower than that of the firm.
Amana Participation Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Amana Participation's current stock value. Our valuation model uses many indicators to compare Amana Participation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Amana Participation competition to find correlations between indicators driving Amana Participation's intrinsic value. More Info.Amana Participation Fund is rated below average in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 20,806 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Amana Participation's earnings, one of the primary drivers of an investment's value.About Amana Participation Financial Statements
Amana Participation investors use historical fundamental indicators, such as Amana Participation's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Amana Participation. Please read more on our technical analysis and fundamental analysis pages.
Under normal conditions, the fund invests at least 80 percent of its total net assets in short and intermediate-term Islamic income-producing investments. It invests at least 65 percent of its assets in securities rated within the four highest grades by a nationally-recognized rating agency and may invest up to 35 percent in unrated and high-yield notes and certificates, which may be considered equivalent to junk bonds. The fund is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Amana Mutual Fund
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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