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ADJEX: AZZAD ETHICAL FUND AZZAD ETHICAL FUND (MUTUAL FUND)
Basic Info 17.59 0.68(3.72%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 11/26/2002 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.99% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 8.0 | 10.1 | 6.7 | 2.5 | 9.3 | 8.7 | 7.9 | 8.1 | 3.6 | 1.7 | 24.3 | -27.8 | 17.6 | 30.5 | 30.0 | -3.3 | 23.4 | 2.5 | -5.8 | 6.4 | 36.4 | 7.7 | 2.1 | 23.8 | 53.7 | -43.1 | 12.4 | 3.1 | 6.2 | 10.7 | 18.0 | -2.1 |
| Sharpe Ratio | NA | 0.83 | 0.42 | 0.18 | 0.0 | 0.35 | NA | NA | 0.33 | 0.03 | -0.11 | 1.12 | -0.89 | 0.9 | 0.89 | 1.93 | -0.26 | 2.59 | 0.15 | -0.39 | 0.45 | 2.7 | 0.5 | 0.08 | 1.14 | 2.13 | -1.12 | 0.48 | -0.02 | 0.24 | 0.65 | 1.18 | -1.63 |
| Draw Down(%) | NA | 11.7 | 14.4 | 25.8 | 37.2 | 37.2 | NA | NA | 55.6 | 24.0 | 13.2 | 19.8 | 34.4 | 13.5 | 33.7 | 7.8 | 21.0 | 3.0 | 13.7 | 14.2 | 10.9 | 6.4 | 12.9 | 20.7 | 14.9 | 17.4 | 52.5 | 12.8 | 17.7 | 9.8 | 11.0 | 10.9 | 4.5 |
| Standard Deviation(%) | NA | 20.6 | 17.6 | 19.6 | 22.6 | 21.6 | NA | NA | 21.0 | 22.2 | 17.6 | 18.6 | 32.9 | 19.6 | 33.9 | 14.8 | 18.0 | 8.8 | 15.1 | 15.0 | 14.3 | 13.5 | 15.6 | 27.1 | 20.8 | 25.2 | 39.3 | 19.2 | 18.3 | 16.1 | 14.9 | 14.6 | 13.5 |
| Treynor Ratio | NA | 0.17 | 0.07 | 0.03 | 0.0 | 0.08 | NA | NA | 0.07 | 0.01 | -0.02 | 0.2 | -0.29 | 0.17 | 0.32 | 0.27 | -0.05 | 0.23 | 0.02 | -0.06 | 0.06 | 0.37 | 0.08 | 0.02 | 0.26 | 0.66 | -0.54 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.01 | -0.03 | -0.01 | -0.01 | NA | NA | 0.0 | -0.03 | -0.06 | 0.0 | 0.01 | -0.01 | -0.01 | -0.02 | 0.01 | 0.0 | -0.01 | -0.02 | -0.03 | 0.02 | -0.03 | 0.02 | -0.01 | 0.05 | -0.02 | -0.02 | -0.02 | NA | NA | NA | NA |
| Beta | NA | 1.02 | 1.02 | 1.05 | 1.02 | 1.0 | NA | NA | 0.93 | 1.01 | 1.09 | 1.06 | 1.01 | 1.05 | 0.95 | 1.04 | 0.98 | 1.01 | 0.92 | 0.93 | 1.02 | 0.97 | 0.93 | 0.94 | 0.92 | 0.82 | 0.81 | 1.0 | 1.24 | NA | NA | NA | NA |
| RSquared | NA | 0.92 | 0.9 | 0.91 | 0.94 | 0.95 | NA | NA | 0.85 | 0.93 | 0.88 | 0.93 | 0.98 | 0.95 | 0.98 | 0.96 | 0.98 | 0.89 | 0.95 | 0.96 | 0.95 | 0.92 | 0.94 | 0.97 | 0.95 | 0.93 | 0.94 | 0.8 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 5.4 | 3.1 | 0.0 | 13.5 | 6.9 | 7.8 | 5.8 | 15.9 | 0.1 | 0.6 | 9.0 | 13.8 | 1.6 | 0.0 | 7.1 | 0.0 | 0.3 | 5.9 | 5.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 109.0 | 5150.0 | -99.7 | 136.7 | 9.4 | 21.8 | -61.3 | 16525.0 | -85.5 | -93.0 | -22.6 | 849.4 | N/A | -100.0 | N/A | -100.0 | -95.5 | 14.5 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/25/2002
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