AQEIX vs. AVEMX

In the year-to-date period, AQEIX achieves a -0.28% return, which is significantly lower than AVEMX's 4.54% return. Over the past 10 years, AQEIX has outperformed AVEMX with an annualized return of 9.29%, while AVEMX has yielded a comparatively lower 8.37% annualized return.

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AQEIX has a 1.00% expense ratio, which is higher than AVEMX's 0.97% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for LKCM Aquinas Catholic Equity Fund (AQEIX) and Ave Maria Value Fund (AVEMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current AQEIX Sharpe Ratio is 0.32, which is lower than the AVEMX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of AQEIX and AVEMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AQEIX's dividend yield for the trailing twelve months is around 7.92%, less than AVEMX's 8.43% yield.

The maximum AQEIX drawdown since its inception was -50.40%, smaller than the maximum AVEMX drawdown of -60.09%. Use the drawdown chart below to compare losses from any high point for AQEIX and AVEMX.

LKCM Aquinas Catholic Equity Fund (AQEIX) and Ave Maria Value Fund (AVEMX) have volatilities of 4.45% and 4.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.