AVEDX vs. OXY
AVEDX (Ave Maria Rising Dividend Fund) is Large Cap Blend Equities fund managed by Ave Maria, while OXY (Occidental Petroleum Corporation) is a stock. Over the past 10 years, AVEDX returned 10.75%/yr vs 0.30%/yr for OXY. Their 0.50 correlation means their historical movements had little consistent relationship.
Performance
AVEDX vs. OXY - 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 OXY's 40.09% return. Over the past 10 years, AVEDX has outperformed OXY with an annualized return of 10.75%, while OXY has yielded a comparatively lower 0.30% 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%
OXY
- 1D
- 2.00%
- 1M
- 16.68%
- 6M
- 26.91%
- YTD
- 40.09%
- 1Y
- 34.19%
- 3Y*
- -1.32%
- 5Y*
- 18.54%
- 10Y*
- 0.30%
- ALL TIME*
- 7.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $444.45M | $488.52M | $571.80M |
AVEDX vs. OXY - 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% |
OXY Occidental Petroleum Corporation | 40.09% | -14.95% | -15.91% | -4.08% | 119.10% | 67.71% | -56.63% | -28.28% | -13.05% | 8.49% |
Correlation
The correlation between AVEDX and OXY is 0.01, 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. | 0.01 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.42 |
Correlation (All Time) Calculated using the full available price history since May 3, 2005 | 0.50 |
Over the past year, the correlation between AVEDX and OXY has dropped to 0.01 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
AVEDX vs. OXY — Risk / Return Rank
AVEDX
OXY
AVEDX vs. OXY - Risk-Adjusted Trends 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.
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 | OXY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.18 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 1.20 | -1.25 |
| Martin ratioReturn relative to average drawdown | -0.10 | 2.75 | -2.85 |
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Drawdowns
AVEDX vs. OXY - Drawdown Comparison
The maximum AVEDX drawdown since its inception was -47.25%, smaller than the maximum OXY drawdown of -88.45%. Use the drawdown chart below to compare losses from any high point for AVEDX and OXY.
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Drawdown Indicators
| AVEDX | OXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.25% | -88.45% | +41.20% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -27.29% | +16.43% |
Max Drawdown (3Y)Largest decline over 3 years | -15.53% | -46.94% | +31.41% |
Max Drawdown (5Y)Largest decline over 5 years | -16.85% | -50.77% | +33.92% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -88.39% | +49.48% |
Current DrawdownCurrent decline from peak | -5.88% | -20.42% | +14.54% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -20.16% | +14.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 11.87% | -6.31% |
Volatility
AVEDX vs. OXY - Volatility Comparison
The current volatility for Ave Maria Rising Dividend Fund (AVEDX) is 3.71%, while Occidental Petroleum Corporation (OXY) has a volatility of 10.83%. 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.
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Volatility by Period
| AVEDX | OXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 10.83% | -7.12% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 28.07% | -18.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 34.82% | -22.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.50% | 38.87% | -22.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 48.90% | -30.93% |
Dividends
AVEDX vs. OXY - Dividend Comparison
AVEDX's dividend yield for the trailing twelve months is around 5.38%, more than OXY's 1.75% 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% |
OXY Occidental Petroleum Corporation | 1.75% | 2.33% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% |
Frequently Asked Questions
AVEDX and OXY have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OXY has higher volatility (10.83%) compared to AVEDX (3.71%). In terms of maximum drawdown, AVEDX dropped -47.25% vs OXY's -88.45%.
OXY currently has the higher Sharpe Ratio (0.94 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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