AVEDX vs. COP
AVEDX (Ave Maria Rising Dividend Fund) is Large Cap Blend Equities fund managed by Ave Maria, while COP (ConocoPhillips Company) is a stock. Over the past 10 years, AVEDX returned 10.75%/yr vs 15.17%/yr for COP. Their 0.53 correlation means they have sometimes moved together and sometimes differently.
Performance
AVEDX vs. COP - Performance Comparison
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Returns By Period
In the year-to-date period, AVEDX achieves a 3.83% return, which is significantly lower than COP's 30.67% return. Over the past 10 years, AVEDX has underperformed COP with an annualized return of 10.75%, while COP has yielded a comparatively higher 15.17% annualized return.
AVEDX
- 1D
- -0.72%
- 1M
- 0.82%
- 6M
- -0.92%
- YTD
- 3.83%
- 1Y
- 1.41%
- 3Y*
- 7.44%
- 5Y*
- 8.53%
- 10Y*
- 10.75%
- ALL TIME*
- 9.77%
COP
- 1D
- 1.22%
- 1M
- 15.04%
- 6M
- 17.36%
- YTD
- 30.67%
- 1Y
- 34.19%
- 3Y*
- 4.04%
- 5Y*
- 20.62%
- 10Y*
- 15.17%
- ALL TIME*
- 7.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $720.22M | $713.48M | $821.22M |
AVEDX vs. COP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVEDX Ave Maria Rising Dividend Fund | 3.83% | -0.43% | 14.36% | 26.37% | -5.18% | 25.31% | 6.46% | 27.56% | -4.83% | 16.84% |
COP ConocoPhillips Company | 30.67% | -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 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.09 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.38 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.45 |
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 0.09 - 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 | -1.07 | ||
| Sortino ratioReturn per unit of downside risk | -1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.18 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 1.38 | -1.43 |
| Martin ratioReturn relative to average drawdown | -0.10 | 3.46 | -3.56 |
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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% | -22.28% | +11.42% |
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 | -5.88% | -9.29% | +3.41% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -25.46% | +19.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 8.87% | -3.31% |
Volatility
AVEDX vs. COP - Volatility Comparison
The current volatility for Ave Maria Rising Dividend Fund (AVEDX) is 3.71%, while ConocoPhillips Company (COP) has a volatility of 9.06%. 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 | 3.71% | 9.06% | -5.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 22.54% | -13.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 29.92% | -17.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.50% | 32.69% | -16.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 37.58% | -19.61% |
Dividends
AVEDX vs. COP - Dividend Comparison
AVEDX's dividend yield for the trailing twelve months is around 5.38%, more than COP's 2.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEDX Ave Maria Rising Dividend Fund | 5.38% | 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 | 2.74% | 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 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COP has higher volatility (9.06%) compared to AVEDX (3.71%). In terms of maximum drawdown, AVEDX dropped -47.25% vs COP's -84.55%.
COP currently has the higher Sharpe Ratio (1.03 vs -0.05), 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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