Amana Developing World Fund Five Year Return

AMDWX Fund  USD 13.11  0.05  0.38%   
Amana Developing World fundamentals help investors to digest information that contributes to Amana Developing's financial success or failures. It also enables traders to predict the movement of Amana Mutual Fund. The fundamental analysis module provides a way to measure Amana Developing's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Amana Developing mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Amana Five Year Return Analysis

Amana Developing'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.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Amana Developing Five Year Return

    
  7.12 %  
Most of Amana Developing'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 Developing World 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.
Competition

Amana Developing Five Year Return Component Assessment

According to the company disclosure, Amana Developing World has a Five Year Return of 7.1195%. This is much higher than that of the Amana family and significantly higher than that of the Family category. The five year return for all United States funds is 119.74% lower than that of the firm.

Amana Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Amana Developing's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Amana Developing could also be used in its relative valuation, which is a method of valuing Amana Developing by comparing valuation metrics of similar companies.
Amana Developing is rated below average in five year return among similar funds.

Fund Asset Allocation for Amana Developing

The fund consists of 78.02% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Amana Developing's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Amana Fundamentals

About Amana Developing Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Amana Developing World's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Amana Developing using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Amana Developing World based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund invests at least 80 percent of total net assets in common stocks of companies with significant exposure to countries with developing economies andor markets. Investment decisions are made in accordance with Islamic principles. It diversifies its investments across the industries, companies, and countries of the developing world, and principally follows a large-cap value investment style.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Amana Developing in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Amana Developing's short interest history, or implied volatility extrapolated from Amana Developing options trading.

Pair Trading with Amana Developing

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

Moving together with Amana Mutual Fund

  0.88AMIGX Amana Growth FundPairCorr
  0.96AMIDX Amana Developing WorldPairCorr
  0.9AMINX Amana Income FundPairCorr
  0.79AMIPX Amana Participation FundPairCorr
The ability to find closely correlated positions to Amana Developing 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 Developing 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 Developing - 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 Developing World to buy it.
The correlation of Amana Developing 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 Developing moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Amana Developing World 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 Developing 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 Amana Developing Piotroski F Score and Amana Developing Altman Z Score analysis.
You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.

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Please note, there is a significant difference between Amana Developing's value and its price as these two are different measures arrived at by different means. Investors typically determine if Amana Developing is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Amana Developing'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.