AVEDX vs. OXY
AVEDX (Ave Maria Rising Dividend Fund) is Large Cap Blend Equities fund managed by Ave Maria Mutual Funds, while OXY (Occidental Petroleum Corporation) is a stock. Over the past 10 years, AVEDX returned 10.62%/yr vs -0.92%/yr for OXY. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
AVEDX vs. OXY - 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 OXY's 27.65% return. Over the past 10 years, AVEDX has outperformed OXY with an annualized return of 10.62%, while OXY has yielded a comparatively lower -0.92% 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%
OXY
- 1D
- 0.35%
- 1M
- -11.17%
- YTD
- 27.65%
- 6M
- 30.34%
- 1Y
- 16.32%
- 3Y*
- -0.74%
- 5Y*
- 12.45%
- 10Y*
- -0.92%
AVEDX vs. OXY - 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% |
OXY Occidental Petroleum Corporation | 27.65% | -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 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since May 3, 2005 | 0.51 |
Over the past year, the correlation between AVEDX and OXY has dropped to 0.09 - well below their long-term average of 0.51, 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 | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.11 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 0.77 | -1.03 |
| Martin ratioReturn relative to average drawdown | -0.55 | 1.63 | -2.18 |
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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% | -21.41% | +10.55% |
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 | -9.90% | -27.49% | +17.59% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -20.15% | +14.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.23% | 10.12% | -4.89% |
Volatility
AVEDX vs. OXY - Volatility Comparison
The current volatility for Ave Maria Rising Dividend Fund (AVEDX) is 3.50%, while Occidental Petroleum Corporation (OXY) has a volatility of 8.62%. 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 | 3.50% | 8.62% | -5.12% |
Volatility (6M)Calculated over the trailing 6-month period | 9.39% | 27.33% | -17.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.22% | 34.73% | -22.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.50% | 39.36% | -22.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 48.81% | -30.78% |
Dividends
AVEDX vs. OXY - Dividend Comparison
AVEDX's dividend yield for the trailing twelve months is around 5.57%, more than OXY's 1.92% 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% |
OXY Occidental Petroleum Corporation | 1.92% | 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 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OXY has higher volatility (8.62%) compared to AVEDX (3.50%). In terms of maximum drawdown, AVEDX dropped -47.25% vs OXY's -88.45%.
OXY currently has the higher Sharpe Ratio (0.47 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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