Amana Growth Financial Statements From 2010 to 2024

AMIGX Fund  USD 75.27  0.51  0.67%   
Amana Growth financial statements provide useful quarterly and yearly information to potential Amana Growth Fund investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Amana Growth financial statements helps investors assess Amana Growth's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Amana Growth's valuation are summarized below:
Amana Growth Fund does not presently have any fundamental signals for analysis.
Check Amana Growth financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Amana main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Amana financial statements analysis is a perfect complement when working with Amana Growth Valuation or Volatility modules.
  
This module can also supplement various Amana Growth Technical models . Check out the analysis of Amana Growth Correlation against competitors.

Amana Growth Fund Mutual Fund Year To Date Return Analysis

Amana Growth'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.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Amana Growth Year To Date Return

    
  7.87 %  
Most of Amana Growth'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 Growth 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.
Competition

In accordance with the company's disclosures, Amana Growth Fund has a Year To Date Return of 7.868%. This is much higher than that of the Amana family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.

Amana Growth Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Amana Growth's current stock value. Our valuation model uses many indicators to compare Amana Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Amana Growth competition to find correlations between indicators driving Amana Growth's intrinsic value. More Info.
Amana Growth Fund is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about  0.20  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Amana Growth Fund is roughly  5.02 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Amana Growth by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Amana Growth's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Growth's earnings, one of the primary drivers of an investment's value.

About Amana Growth Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Amana Growth income statement, its balance sheet, and the statement of cash flows. Amana Growth investors use historical funamental indicators, such as Amana Growth's revenue or net income, to determine how well the company is positioned to perform in the future. Although Amana Growth investors may use each financial statement separately, they are all related. The changes in Amana Growth's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Amana Growth's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Amana Growth Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Amana Growth. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of total net assets in common stocks. It invests only in common stocks, including foreign stocks. Investment decisions are made in accordance with Islamic principles. The fund diversifies its investments across industries and companies, and principally follows a large-cap value investment style.

Pair Trading with Amana Growth

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 Growth 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 Growth will appreciate offsetting losses from the drop in the long position's value.

Moving together with Amana Mutual Fund

  0.88AMDWX Amana Developing WorldPairCorr
  0.88AMIDX Amana Developing WorldPairCorr
  0.95AMINX Amana Me FundPairCorr
  0.72AMIPX Amana ParticipationPairCorr
The ability to find closely correlated positions to Amana Growth 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 Growth 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 Growth - 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 Growth Fund to buy it.
The correlation of Amana Growth 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 Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Amana Growth 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 Growth 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.
Pair CorrelationCorrelation Matching
Check out the analysis of Amana Growth Correlation against competitors.
Note that the Amana Growth information on this page should be used as a complementary analysis to other Amana Growth's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Please note, there is a significant difference between Amana Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Amana Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Amana Growth's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.