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Amana Developing World Institutional (AMIDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.06+0.16 (+1.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.15%
5-year average return6.35%
Number of years up7
Number of years down3
Best 1-yr total return (2 May 2024)21.71%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return21.71%
Worst 3-yr total return-5.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAMIDXCategory
YTD2.23%8.73%
1-month-2.88%1.20%
3-month3.89%5.47%
1-year10.29%41.79%
3-year-0.78%11.48%
5-year6.15%12.18%
10-year2.44%4.39%
Last bull market18.93%17.73%
Last bear market-11.81%-25.55%

Annual total return (%) history

Year
AMIDXCategory
2024
N/AN/A
2023
13.39%N/A
2022
-17.44%N/A
2021
7.51%N/A
2020
21.60%17.90%
2019
18.72%19.25%
2018
-15.43%-16.07%
2017
21.71%34.17%
2016
1.22%8.47%
2015
-16.73%-13.79%
2014
1.04%-3.01%
2013
N/A-0.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.26%N/AN/AN/A
20236.44%1.60%-3.72%8.91%
2022-8.61%-11.81%-6.61%9.68%
20212.78%4.06%-3.90%4.61%
2020-17.46%17.29%5.04%19.58%
20197.76%2.67%-0.50%7.84%
2018-2.24%-6.67%-1.94%-5.47%
20177.13%5.60%3.80%3.65%
20166.25%3.32%1.76%-9.39%
2015-3.47%-2.14%-13.22%1.59%
20140.57%4.79%-1.35%-2.81%
2013-0.74%N/AN/AN/A

Rank in category (by total return)

YTD56
1-month95
3-month87
1-year51
3-year25
5-year14

Load adjusted returns

1-year10.29%
3-year-0.78%
5-year6.15%
10-year2.44%