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AVEDX vs. OXY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AVEDX and OXY is 0.51, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

AVEDX vs. OXY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ave Maria Rising Dividend Fund (AVEDX) and Occidental Petroleum Corporation (OXY). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%NovemberDecember2025FebruaryMarchApril
195.18%
104.84%
AVEDX
OXY

Key characteristics

Sharpe Ratio

AVEDX:

0.27

OXY:

-1.21

Sortino Ratio

AVEDX:

0.48

OXY:

-1.74

Omega Ratio

AVEDX:

1.07

OXY:

0.77

Calmar Ratio

AVEDX:

0.24

OXY:

-0.77

Martin Ratio

AVEDX:

0.68

OXY:

-1.67

Ulcer Index

AVEDX:

7.04%

OXY:

23.43%

Daily Std Dev

AVEDX:

17.68%

OXY:

32.43%

Max Drawdown

AVEDX:

-49.03%

OXY:

-88.42%

Current Drawdown

AVEDX:

-13.28%

OXY:

-45.06%

Returns By Period

In the year-to-date period, AVEDX achieves a 0.38% return, which is significantly higher than OXY's -17.90% return. Over the past 10 years, AVEDX has outperformed OXY with an annualized return of 3.66%, while OXY has yielded a comparatively lower -3.75% annualized return.


AVEDX

YTD

0.38%

1M

-3.44%

6M

-7.64%

1Y

4.82%

5Y*

9.74%

10Y*

3.66%

OXY

YTD

-17.90%

1M

-18.48%

6M

-21.00%

1Y

-39.40%

5Y*

24.52%

10Y*

-3.75%

*Annualized

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Risk-Adjusted Performance

AVEDX vs. OXY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVEDX
The Risk-Adjusted Performance Rank of AVEDX is 4040
Overall Rank
The Sharpe Ratio Rank of AVEDX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of AVEDX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of AVEDX is 4040
Omega Ratio Rank
The Calmar Ratio Rank of AVEDX is 4343
Calmar Ratio Rank
The Martin Ratio Rank of AVEDX is 3636
Martin Ratio Rank

OXY
The Risk-Adjusted Performance Rank of OXY is 44
Overall Rank
The Sharpe Ratio Rank of OXY is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of OXY is 44
Sortino Ratio Rank
The Omega Ratio Rank of OXY is 44
Omega Ratio Rank
The Calmar Ratio Rank of OXY is 77
Calmar Ratio Rank
The Martin Ratio Rank of OXY is 44
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AVEDX vs. OXY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ave Maria Rising Dividend Fund (AVEDX) and Occidental Petroleum Corporation (OXY). 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 chart of Sharpe ratio for AVEDX, currently valued at 0.27, compared to the broader market-1.000.001.002.003.00
AVEDX: 0.27
OXY: -1.21
The chart of Sortino ratio for AVEDX, currently valued at 0.48, compared to the broader market-2.000.002.004.006.008.00
AVEDX: 0.48
OXY: -1.74
The chart of Omega ratio for AVEDX, currently valued at 1.07, compared to the broader market0.501.001.502.002.503.00
AVEDX: 1.07
OXY: 0.77
The chart of Calmar ratio for AVEDX, currently valued at 0.24, compared to the broader market0.002.004.006.008.0010.00
AVEDX: 0.24
OXY: -0.77
The chart of Martin ratio for AVEDX, currently valued at 0.68, compared to the broader market0.0010.0020.0030.0040.0050.00
AVEDX: 0.68
OXY: -1.67

The current AVEDX Sharpe Ratio is 0.27, which is higher than the OXY Sharpe Ratio of -1.21. The chart below compares the historical Sharpe Ratios of AVEDX and OXY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.27
-1.21
AVEDX
OXY

Dividends

AVEDX vs. OXY - Dividend Comparison

AVEDX's dividend yield for the trailing twelve months is around 0.98%, less than OXY's 2.23% yield.


TTM20242023202220212020201920182017201620152014
AVEDX
Ave Maria Rising Dividend Fund
0.98%1.01%1.12%1.58%0.92%1.10%1.22%1.57%1.07%1.64%1.50%1.02%
OXY
Occidental Petroleum Corporation
2.23%1.78%1.21%0.83%0.14%4.74%7.62%5.05%4.15%4.24%4.39%3.46%

Drawdowns

AVEDX vs. OXY - Drawdown Comparison

The maximum AVEDX drawdown since its inception was -49.03%, smaller than the maximum OXY drawdown of -88.42%. Use the drawdown chart below to compare losses from any high point for AVEDX and OXY. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.28%
-45.06%
AVEDX
OXY

Volatility

AVEDX vs. OXY - Volatility Comparison

The current volatility for Ave Maria Rising Dividend Fund (AVEDX) is 11.61%, while Occidental Petroleum Corporation (OXY) has a volatility of 22.92%. This indicates that AVEDX experiences smaller price fluctuations and is considered to be less risky than OXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
11.61%
22.92%
AVEDX
OXY