Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVEGX (AVE MARIA GROWTH FUND AVE MARIA GROWTH FUND) | 13.14% | 17.54% | 17.63% | 6.28% | 11.65% | 11.18% | 9.87% | … | … |
Data as of 06/05/2026, Common starting date is 05/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVEGX (AVE MARIA GROWTH FUND AVE MARIA GROWTH 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 (%) | -2.50 | 17.54 | 17.63 | 6.28 | 11.65 | 11.18 | 9.87 | … | … | 13.14 | 8.24 | 14.85 | 30.29 | -21.23 | 4.92 | 12.42 | 37.08 | -1.82 | 27.40 | 12.07 | -2.77 | 7.43 | 31.50 | 14.71 | 0.54 | 26.45 | 26.44 | -32.10 | 9.99 | 15.76 | 0.34 | 21.47 | 22.42 |
| Sharpe Ratio | NA | 1.23 | 0.95 | 0.22 | 0.53 | NA | NA | … | … | 2.19 | 0.30 | 0.76 | 1.79 | -0.87 | 0.27 | 0.34 | 2.77 | -0.20 | 3.61 | 0.87 | -0.19 | 0.65 | 2.68 | 1.08 | 0.02 | 1.44 | 1.03 | -0.88 | 0.43 | 0.99 | -0.17 | 1.65 | 2.77 |
| Standard Deviation(%) | NA | 15.23 | 16.30 | 19.15 | 19.42 | NA | NA | … | … | 18.92 | 18.10 | 14.72 | 15.01 | 26.18 | 18.21 | 35.71 | 12.87 | 16.04 | 7.45 | 13.60 | 14.39 | 11.36 | 11.74 | 13.65 | 25.36 | 18.35 | 25.51 | 37.53 | 15.86 | 12.58 | 11.45 | 12.41 | 12.84 |
| Draw Down(%) | NA | 11.55 | 17.17 | 39.03 | 39.03 | NA | NA | … | … | 11.55 | 17.10 | 7.13 | 10.58 | 30.86 | 11.82 | 36.95 | 6.22 | 19.79 | 2.94 | 7.39 | 11.69 | 7.22 | 5.47 | 9.90 | 22.54 | 13.87 | 24.29 | 44.24 | 8.60 | 9.13 | 9.83 | 7.18 | 5.69 |
| Yield(%) | 0.00 | 5.62 | 6.66 | 3.36 | 5.59 | 7.03 | 7.05 | … | … | 0.00 | 5.86 | 9.11 | 3.30 | 0.23 | 0.00 | 0.00 | 2.30 | 6.56 | 10.83 | 6.51 | 8.78 | 14.23 | 4.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.96 | 0.28 | 0.00 | 0.00 |
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 |
|---|---|---|---|---|
| AVEGX (AVE MARIA GROWTH FUND AVE MARIA GROWTH FUND) |
-10.84%
Feb 2006 – Feb 2009 |
-2.55%
Feb 2004 – Feb 2009 |
7.46%
Oct 2006 – Oct 2016 |
7.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVEGX (AVE MARIA GROWTH FUND AVE MARIA GROWTH FUND) |
27.66%
Feb 2009 – Feb 2012 |
23.07%
Feb 2009 – Feb 2014 |
16.80%
Feb 2009 – Feb 2019 |
14.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart