AVEDX vs. COP
Compare and contrast key facts about Ave Maria Rising Dividend Fund (AVEDX) and ConocoPhillips Company (COP).
AVEDX is managed by Ave Maria Mutual Funds. It was launched on May 2, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVEDX or COP.
Correlation
The correlation between AVEDX and COP is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AVEDX vs. COP - Performance Comparison
Key characteristics
AVEDX:
1.16
COP:
0.05
AVEDX:
1.53
COP:
0.23
AVEDX:
1.22
COP:
1.03
AVEDX:
1.12
COP:
0.04
AVEDX:
4.13
COP:
0.08
AVEDX:
3.75%
COP:
14.76%
AVEDX:
13.33%
COP:
22.19%
AVEDX:
-49.03%
COP:
-70.66%
AVEDX:
-10.08%
COP:
-19.08%
Returns By Period
In the year-to-date period, AVEDX achieves a 4.09% return, which is significantly lower than COP's 6.74% return. Over the past 10 years, AVEDX has underperformed COP with an annualized return of 4.41%, while COP has yielded a comparatively higher 8.68% annualized return.
AVEDX
4.09%
-0.62%
2.12%
13.34%
5.72%
4.41%
COP
6.74%
11.21%
-6.11%
0.88%
14.73%
8.68%
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Risk-Adjusted Performance
AVEDX vs. COP — Risk-Adjusted Performance Rank
AVEDX
COP
AVEDX vs. COP - Risk-Adjusted Performance 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.
Dividends
AVEDX vs. COP - Dividend Comparison
AVEDX's dividend yield for the trailing twelve months is around 0.97%, less than COP's 2.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEDX Ave Maria Rising Dividend Fund | 0.97% | 1.01% | 1.12% | 1.58% | 0.92% | 1.10% | 1.22% | 1.57% | 1.07% | 1.64% | 1.50% | 1.02% |
COP ConocoPhillips Company | 2.95% | 3.15% | 3.37% | 5.39% | 2.70% | 4.23% | 2.05% | 1.86% | 1.93% | 1.99% | 6.30% | 4.11% |
Drawdowns
AVEDX vs. COP - Drawdown Comparison
The maximum AVEDX drawdown since its inception was -49.03%, smaller than the maximum COP drawdown of -70.66%. Use the drawdown chart below to compare losses from any high point for AVEDX and COP. For additional features, visit the drawdowns tool.
Volatility
AVEDX vs. COP - Volatility Comparison
Ave Maria Rising Dividend Fund (AVEDX) has a higher volatility of 7.71% compared to ConocoPhillips Company (COP) at 5.15%. This indicates that AVEDX's price experiences larger fluctuations and is considered to be riskier than COP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.