Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVEMX (AVE MARIA VALUE FUND AVE MARIA VALUE FUND) | 9.05% | 7.37% | 14.61% | 6.77% | 9.36% | 7.58% | 6.32% | … | … |
Data as of 06/05/2026, Common starting date is 05/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVEMX (AVE MARIA VALUE FUND AVE MARIA VALUE FUND) | 05/29/2001 | 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 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 7.37 | 14.61 | 6.77 | 9.36 | 7.58 | 6.32 | … | … | 9.05 | 2.82 | 21.43 | 3.49 | 4.19 | 16.05 | 2.96 | 20.52 | -8.75 | 17.73 | 16.44 | -17.68 | 2.87 | 26.24 | 13.33 | -1.34 | 20.54 | 37.60 | -36.88 | -4.85 | 14.19 | 5.78 | 20.10 | 34.64 | -9.81 | 2.14 |
| Sharpe Ratio | NA | 0.28 | 0.64 | 0.22 | 0.42 | NA | NA | … | … | 1.09 | 0.00 | 1.08 | -0.01 | 0.12 | 0.93 | 0.08 | 1.63 | -0.70 | 2.27 | 0.98 | -1.06 | 0.24 | 2.21 | 0.91 | -0.05 | 1.17 | 1.20 | -0.93 | -0.51 | 0.93 | 0.31 | 1.69 | 2.26 | -0.54 | 0.10 |
| Standard Deviation(%) | NA | 16.67 | 17.85 | 18.93 | 18.80 | NA | NA | … | … | 18.30 | 20.87 | 16.42 | 15.59 | 23.07 | 17.22 | 33.11 | 11.69 | 14.61 | 7.55 | 16.55 | 16.67 | 12.06 | 11.85 | 14.68 | 24.96 | 17.54 | 31.13 | 40.54 | 15.73 | 11.68 | 11.33 | 11.33 | 15.04 | 20.24 | 16.96 |
| Draw Down(%) | NA | 9.20 | 19.79 | 20.37 | 39.76 | NA | NA | … | … | 9.20 | 14.94 | 14.54 | 12.28 | 15.98 | 9.03 | 39.76 | 7.77 | 22.18 | 3.00 | 13.03 | 22.07 | 11.68 | 6.80 | 11.96 | 23.12 | 13.64 | 29.71 | 51.48 | 16.75 | 9.89 | 7.37 | 7.27 | 14.83 | 25.99 | 17.57 |
| Yield(%) | 0.00 | 0.33 | 5.17 | 3.09 | 4.76 | 4.66 | 4.04 | … | … | 0.00 | 0.34 | 9.87 | 4.50 | 1.18 | 0.31 | 0.47 | 6.02 | 8.82 | 8.50 | 0.00 | 0.10 | 8.83 | 6.80 | 3.47 | 0.00 | 0.07 | 0.06 | 0.00 | 0.00 | 4.59 | 2.85 | 5.43 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVEMX (AVE MARIA VALUE FUND AVE MARIA VALUE FUND) |
-19.05%
Feb 2006 – Feb 2009 |
-8.22%
Feb 2004 – Feb 2009 |
1.98%
Feb 2006 – Feb 2016 |
2.97%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVEMX (AVE MARIA VALUE FUND AVE MARIA VALUE FUND) |
31.20%
Feb 2009 – Feb 2012 |
24.04%
Feb 2009 – Feb 2014 |
13.04%
Feb 2009 – Feb 2019 |
10.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart