Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AVEDX (AVE MARIA RISING DIVIDEND FUND AVE MARIA RISING DIVIDEND FUND) | 4.00% | 6.47% | 13.02% | 12.95% | 10.18% | 11.85% | 8.94% | 9.20% |
Data as of 07/18/2025, AR inception is 05/17/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVEDX (AVE MARIA RISING DIVIDEND FUND AVE MARIA RISING DIVIDEND FUND) | 05/17/2005 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 6.47 | 13.02 | 12.95 | 10.18 | 11.85 | 8.94 | 9.20 | 4.00 | 14.36 | 13.20 | -5.17 | 25.31 | 6.47 | 27.58 | -4.80 | 16.82 | 15.33 | -5.88 | 9.29 | 33.85 | 13.89 | 4.63 | 17.90 | 23.84 | -24.44 | -4.47 | 14.07 | 5.79 |
| Sharpe Ratio | NA | 0.20 | 0.62 | 0.68 | 0.49 | NA | NA | 0.44 | 0.23 | 0.91 | 0.74 | -0.31 | 1.86 | 0.17 | 1.99 | -0.41 | 2.14 | 1.09 | -0.39 | 0.89 | 3.05 | 1.13 | 0.21 | 1.15 | 0.94 | -0.75 | -0.50 | 1.03 | 0.67 |
| Standard Deviation(%) | NA | 16.72 | 15.62 | 15.98 | 18.00 | NA | NA | 18.07 | 19.38 | 11.86 | 13.05 | 21.39 | 13.61 | 35.71 | 13.09 | 15.27 | 7.60 | 13.84 | 15.22 | 10.42 | 11.08 | 12.35 | 21.75 | 15.50 | 25.21 | 33.54 | 15.29 | 10.36 | 10.37 |
| Draw Down(%) | NA | 15.51 | 15.51 | 16.84 | 38.91 | NA | NA | 50.11 | 12.58 | 9.51 | 10.57 | 16.84 | 5.64 | 38.91 | 7.41 | 18.42 | 4.07 | 8.79 | 14.31 | 7.28 | 5.46 | 8.75 | 19.21 | 13.31 | 25.20 | 38.19 | 14.20 | 7.20 | 7.30 |
| Yield(%) | 0.00 | 5.95 | 6.05 | 7.37 | 7.41 | 10.24 | 7.90 | 8.30 | 0.21 | 6.96 | 3.12 | 6.96 | 12.06 | 2.68 | 9.51 | 9.29 | 6.90 | 7.60 | 6.28 | 8.50 | 3.47 | 7.29 | 3.26 | 1.58 | 0.32 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 05/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVEDX (AVE MARIA RISING DIVIDEND FUND AVE MARIA RISING DIVIDEND FUND) |
-13.27%
Feb 2006 - Feb 2009 |
0.48%
Aug 2005 - Aug 2010 |
6.27%
Jan 2006 - Jan 2016 |
7.57%
Jun 2005 - Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVEDX (AVE MARIA RISING DIVIDEND FUND AVE MARIA RISING DIVIDEND FUND) |
25.30%
Feb 2009 - Feb 2012 |
22.87%
Feb 2009 - Feb 2014 |
15.34%
Feb 2009 - Feb 2019 |
13.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart