Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVEHX (Ave Maria Bond I) | NA | 13.55% | 1.13% | 2.46% | NA | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 05/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVEHX (Ave Maria Bond I) | 05/07/2003 | 03/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.55 | 1.13 | 2.46 | NA | NA | NA | … | … | 0.93 | 7.56 | -3.35 | -0.53 | 6.16 | 1.81 | 5.56 | 1.10 |
| Sharpe Ratio | NA | 3.32 | 0.00 | 0.15 | NA | NA | NA | … | … | 2.59 | 1.63 | -0.70 | -0.95 | 1.11 | -0.12 | 1.39 | 0.28 |
| Standard Deviation(%) | NA | 4.06 | 4.91 | 4.18 | NA | NA | NA | … | … | 2.14 | 4.59 | 6.09 | 3.77 | 2.60 | 2.86 | 3.31 | 3.73 |
| Draw Down(%) | NA | 1.05 | 11.09 | 11.09 | NA | NA | NA | … | … | 0.66 | 5.39 | 10.06 | 3.15 | 1.10 | 2.06 | 3.44 | 3.90 |
| Yield(%) | 0.00 | 0.84 | 0.36 | 1.79 | 1.38 | 0.92 | 0.69 | … | … | 0.27 | 0.52 | 0.00 | 0.64 | 4.42 | 3.64 | 3.50 | 0.70 |
Data as of 03/05/2010, 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 |
|---|---|---|---|---|
| AVEHX (Ave Maria Bond I) |
-0.69%
Feb 2006 – Feb 2009 |
0.73%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVEHX (Ave Maria Bond I) |
4.88%
Nov 2003 – Nov 2006 |
3.16%
Aug 2003 – Aug 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart