Here you can find all mutual funds issued by Ave Maria Mutual Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Ave Maria Mutual Funds
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Ave Maria Focused Fund | Mid Cap Growth Equities | Apr 30, 2020 | 1.14% | -4.59% | — | 0.00% | ||||||||
Ave Maria Rising Dividend Fund | Large Cap Blend Equities | May 2, 2005 | 0.90% | 3.94% | 9.32% | 1.07% | ||||||||
Ave Maria Bond Fund | Diversified Portfolio | Apr 30, 2003 | 0.41% | 0.76% | 3.20% | 2.57% | ||||||||
Ave Maria Growth Fund | Large Cap Growth Equities | May 1, 2003 | 0.90% | 3.91% | 10.52% | 2.49% | ||||||||
Ave Maria Value Fund | Mid Cap Blend Equities | May 1, 2001 | 0.97% | 4.32% | 5.87% | 4.24% | ||||||||
Ave Maria World Equity Fund | Global Equities | Apr 29, 2010 | 1.18% | 2.65% | 6.56% | 3.72% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years