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

Key characteristics


AVEDXPXD

Correlation

-0.50.00.51.00.5

The correlation between AVEDX and PXD is 0.50, 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. PXD - Performance Comparison

The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
14.22%
0
AVEDX
PXD

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Risk-Adjusted Performance

AVEDX vs. PXD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ave Maria Rising Dividend Fund (AVEDX) and Pioneer Natural Resources Company (PXD). 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.


AVEDX
Sharpe ratio
The chart of Sharpe ratio for AVEDX, currently valued at 2.45, compared to the broader market0.002.004.002.45
Sortino ratio
The chart of Sortino ratio for AVEDX, currently valued at 3.35, compared to the broader market0.005.0010.003.35
Omega ratio
The chart of Omega ratio for AVEDX, currently valued at 1.43, compared to the broader market1.002.003.004.001.43
Calmar ratio
The chart of Calmar ratio for AVEDX, currently valued at 5.14, compared to the broader market0.005.0010.0015.0020.0025.005.14
Martin ratio
The chart of Martin ratio for AVEDX, currently valued at 14.65, compared to the broader market0.0020.0040.0060.0080.00100.0014.65
PXD
Sharpe ratio
The chart of Sharpe ratio for PXD, currently valued at 1.36, compared to the broader market0.002.004.001.36
Sortino ratio
The chart of Sortino ratio for PXD, currently valued at 2.09, compared to the broader market0.005.0010.002.09
Omega ratio
The chart of Omega ratio for PXD, currently valued at 1.36, compared to the broader market1.002.003.004.001.36
Calmar ratio
The chart of Calmar ratio for PXD, currently valued at 1.18, compared to the broader market0.005.0010.0015.0020.0025.001.18
Martin ratio
The chart of Martin ratio for PXD, currently valued at 6.52, compared to the broader market0.0020.0040.0060.0080.00100.006.52

AVEDX vs. PXD - Sharpe Ratio Comparison


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
2.45
1.36
AVEDX
PXD

Dividends

AVEDX vs. PXD - Dividend Comparison

AVEDX's dividend yield for the trailing twelve months is around 0.95%, while PXD has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
AVEDX
Ave Maria Rising Dividend Fund
0.95%1.12%1.58%0.92%1.10%1.22%1.57%1.07%1.64%1.50%1.02%0.96%
PXD
Pioneer Natural Resources Company
2.14%6.21%11.14%3.76%1.93%0.79%0.24%0.04%0.04%0.05%0.05%0.04%

Drawdowns

AVEDX vs. PXD - Drawdown Comparison


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.77%
-2.14%
AVEDX
PXD

Volatility

AVEDX vs. PXD - Volatility Comparison

Ave Maria Rising Dividend Fund (AVEDX) has a higher volatility of 3.48% compared to Pioneer Natural Resources Company (PXD) at 0.00%. This indicates that AVEDX's price experiences larger fluctuations and is considered to be riskier than PXD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%JuneJulyAugustSeptemberOctoberNovember
3.48%
0
AVEDX
PXD