Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVEFX (AVE MARIA BOND FUND AVE MARIA BOND FUND) | 0.88% | 3.95% | 5.54% | 2.28% | 3.48% | 3.54% | 3.51% | … | … |
Data as of 06/05/2026, Common starting date is 05/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVEFX (AVE MARIA BOND FUND AVE MARIA BOND FUND) | 05/07/2003 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 3.95 | 5.54 | 2.28 | 3.48 | 3.54 | 3.51 | … | … | 0.88 | 5.56 | 5.72 | 5.15 | -4.05 | 3.56 | 4.94 | 8.10 | 0.24 | 4.18 | 4.55 | 0.72 | 2.20 | 6.14 | 4.62 | 3.36 | 6.45 | 7.51 | -3.26 | -0.68 | 5.97 | 1.40 | 5.06 | 1.01 |
| Sharpe Ratio | NA | 0.58 | 0.71 | -0.04 | 0.47 | NA | NA | … | … | 0.14 | 0.78 | 0.56 | 0.38 | -0.95 | 0.95 | 0.64 | 2.86 | -0.46 | 2.32 | 1.85 | 0.26 | 1.28 | 2.45 | 1.96 | 0.86 | 2.31 | 1.65 | -0.70 | -1.01 | 1.00 | -0.31 | 1.26 | 0.24 |
| Standard Deviation(%) | NA | 2.94 | 3.68 | 4.17 | 4.04 | NA | NA | … | … | 3.36 | 3.46 | 3.75 | 4.01 | 5.82 | 3.72 | 7.25 | 2.31 | 2.48 | 1.53 | 2.34 | 2.66 | 1.70 | 2.49 | 2.35 | 3.87 | 2.75 | 4.50 | 6.04 | 3.79 | 2.56 | 2.81 | 3.24 | 3.74 |
| Draw Down(%) | NA | 2.58 | 2.82 | 8.35 | 10.24 | NA | NA | … | … | 2.58 | 2.51 | 2.82 | 2.64 | 7.08 | 2.19 | 10.24 | 1.02 | 2.29 | 0.57 | 1.27 | 2.48 | 0.95 | 2.15 | 1.48 | 2.80 | 1.47 | 5.40 | 10.08 | 3.07 | 1.07 | 2.08 | 3.41 | 3.90 |
| Yield(%) | 0.00 | 3.19 | 3.17 | 2.53 | 2.71 | 2.89 | 2.76 | … | … | 1.06 | 3.50 | 3.04 | 2.54 | 2.11 | 1.64 | 1.85 | 3.28 | 2.96 | 2.09 | 3.00 | 1.88 | 4.23 | 3.02 | 3.02 | 3.60 | 2.37 | 0.46 | 0.00 | 0.59 | 4.14 | 3.33 | 3.12 | 0.61 |
Data as of 06/05/2026, Common starting date is 05/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVEFX (AVE MARIA BOND FUND AVE MARIA BOND FUND) |
-0.79%
Feb 2006 – Feb 2009 |
0.52%
Feb 2004 – Feb 2009 |
2.47%
Oct 2013 – Oct 2023 |
2.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVEFX (AVE MARIA BOND FUND AVE MARIA BOND FUND) |
7.82%
Feb 2009 – Feb 2012 |
6.45%
Feb 2009 – Feb 2014 |
4.63%
Feb 2009 – Feb 2019 |
4.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart