AVEDX vs. COP
AVEDX (Ave Maria Rising Dividend Fund) is Large Cap Blend Equities fund managed by Ave Maria Mutual Funds, while COP (ConocoPhillips Company) is a stock. Over the past 10 years, AVEDX returned 10.62%/yr vs 13.23%/yr for COP. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
AVEDX vs. COP - Performance Comparison
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Returns By Period
In the year-to-date period, AVEDX achieves a -0.61% return, which is significantly lower than COP's 18.98% return. Over the past 10 years, AVEDX has underperformed COP with an annualized return of 10.62%, while COP has yielded a comparatively higher 13.23% annualized return.
AVEDX
- 1D
- 0.85%
- 1M
- 0.85%
- YTD
- -0.61%
- 6M
- -2.10%
- 1Y
- -2.88%
- 3Y*
- 11.21%
- 5Y*
- 8.43%
- 10Y*
- 10.62%
COP
- 1D
- 1.82%
- 1M
- -8.93%
- YTD
- 18.98%
- 6M
- 19.36%
- 1Y
- 19.69%
- 3Y*
- 6.42%
- 5Y*
- 16.67%
- 10Y*
- 13.23%
AVEDX vs. COP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVEDX Ave Maria Rising Dividend Fund | -0.61% | -0.43% | 14.36% | 26.37% | -5.18% | 25.31% | 6.46% | 27.56% | -4.83% | 16.84% |
COP ConocoPhillips Company | 18.98% | -2.34% | -12.02% | 1.98% | 71.69% | 86.60% | -36.04% | 6.63% | 15.63% | 11.95% |
Correlation
The correlation between AVEDX and COP is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since May 3, 2005 | 0.53 |
Over the past year, the correlation between AVEDX and COP has dropped to 0.16 - well below their long-term average of 0.53, suggesting their price drivers have been diverging.
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Return for Risk
AVEDX vs. COP — Risk / Return Rank
AVEDX
COP
AVEDX vs. COP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ave Maria Rising Dividend Fund (AVEDX) and ConocoPhillips Company (COP). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVEDX | COP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.35 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.13 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 1.05 | -1.31 |
| Martin ratioReturn relative to average drawdown | -0.55 | 2.79 | -3.34 |
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Drawdowns
AVEDX vs. COP - Drawdown Comparison
The maximum AVEDX drawdown since its inception was -47.25%, smaller than the maximum COP drawdown of -84.55%. Use the drawdown chart below to compare losses from any high point for AVEDX and COP.
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Drawdown Indicators
| AVEDX | COP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.25% | -84.55% | +37.30% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -18.88% | +8.02% |
Max Drawdown (3Y)Largest decline over 3 years | -15.53% | -36.19% | +20.66% |
Max Drawdown (5Y)Largest decline over 5 years | -16.85% | -36.19% | +19.34% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -70.66% | +31.75% |
Current DrawdownCurrent decline from peak | -9.90% | -17.40% | +7.50% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -25.48% | +19.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.23% | 7.11% | -1.88% |
Volatility
AVEDX vs. COP - Volatility Comparison
The current volatility for Ave Maria Rising Dividend Fund (AVEDX) is 3.50%, while ConocoPhillips Company (COP) has a volatility of 9.15%. This indicates that AVEDX experiences smaller price fluctuations and is considered to be less risky than COP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVEDX | COP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 9.15% | -5.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.39% | 22.91% | -13.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.22% | 29.65% | -17.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.50% | 32.77% | -16.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 37.66% | -19.63% |
Dividends
AVEDX vs. COP - Dividend Comparison
AVEDX's dividend yield for the trailing twelve months is around 5.57%, more than COP's 3.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEDX Ave Maria Rising Dividend Fund | 5.57% | 5.49% | 6.43% | 12.61% | 7.94% | 10.53% | 2.60% | 8.03% | 10.88% | 6.32% | 6.95% | 7.11% |
COP ConocoPhillips Company | 3.01% | 3.40% | 3.35% | 3.37% | 4.23% | 2.70% | 4.23% | 2.05% | 1.86% | 1.93% | 1.99% | 6.30% |
Frequently Asked Questions
AVEDX and COP have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COP has higher volatility (9.15%) compared to AVEDX (3.50%). In terms of maximum drawdown, AVEDX dropped -47.25% vs COP's -84.55%.
COP currently has the higher Sharpe Ratio (0.67 vs -0.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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