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Amana Income Institutional (AMINX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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67.06+0.37 (+0.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.57%
5-year average return12.75%
Number of years up7
Number of years down3
Best 1-yr total return (4 July 2024)25.57%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return25.57%
Worst 3-yr total return5.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAMINXCategory
YTD12.53%5.31%
1-month3.12%-4.19%
3-month2.23%3.90%
1-year15.57%20.31%
3-year9.16%6.48%
5-year12.77%11.78%
10-year10.15%10.96%
Last bull market20.98%25.56%
Last bear market-8.09%-15.11%

Annual total return (%) history

Year
AMINXCategory
2024
N/AN/A
2023
13.82%22.32%
2022
-8.51%-16.96%
2021
22.79%26.07%
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%2.23%N/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)

YTD60
1-month43
3-month62
1-year82
3-year36
5-year67

Load adjusted returns

1-year15.57%
3-year9.16%
5-year12.77%
10-year10.15%