Amana Participation Year To Date Return vs. Five Year Return
| AMAPX Fund | USD 9.76 0.01 0.10% |
For Amana Participation profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Amana Participation to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Amana Participation Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Amana Participation's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Amana Participation Fund over time as well as its relative position and ranking within its peers.
Amana |
Amana Participation Five Year Return vs. Year To Date Return Fundamental Analysis
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. Amana Participation Fund is the top fund in year to date return among similar funds. It also is the top fund in five year return among similar funds reporting about 0.33 of Five Year Return per Year To Date Return. The ratio of Year To Date Return to Five Year Return for Amana Participation Fund is roughly 3.06 . 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.Amana Five Year Return vs. Year To Date Return
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.
Amana Participation |
| = | 4.30 % |
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.
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.
Amana Participation |
| = | 1.41 % |
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.
Amana Five Year Return Comparison
Amana Participation is currently under evaluation in five year return among similar funds.
Amana Participation Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Amana Participation, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Amana Participation will eventually generate negative long term returns. The profitability progress is the general direction of Amana Participation's change in net profit over the period of time. It can combine multiple indicators of Amana Participation, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Amana Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Amana Participation. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Amana Participation position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Amana Participation's important profitability drivers and their relationship over time.
Use Amana Participation in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Amana Participation position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Amana Participation will appreciate offsetting losses from the drop in the long position's value.Amana Participation Pair Trading
Amana Participation Fund Pair Trading Analysis
The ability to find closely correlated positions to Amana Participation could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Amana Participation when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Amana Participation - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Amana Participation Fund to buy it.
The correlation of Amana Participation is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Amana Participation moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Amana Participation moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Amana Participation can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Amana Participation position
In addition to having Amana Participation in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Other Information on Investing in Amana Mutual Fund
To fully project Amana Participation's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Amana Participation at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Amana Participation's income statement, its balance sheet, and the statement of cash flows.
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