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

Correlation

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.


-0.50.00.51.00.5

Performance

AVEDX vs. PXD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ave Maria Rising Dividend Fund (AVEDX) and Pioneer Natural Resources Company (PXD). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
5.65%
0
AVEDX
PXD

Key characteristics

Returns By Period


AVEDX

YTD

13.67%

1M

-6.32%

6M

5.79%

1Y

14.29%

5Y*

9.95%

10Y*

9.35%

PXD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

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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.


Sharpe ratio
The chart of Sharpe ratio for AVEDX, currently valued at 1.06, compared to the broader market-1.000.001.002.003.004.001.061.64
The chart of Sortino ratio for AVEDX, currently valued at 1.53, compared to the broader market-2.000.002.004.006.008.0010.001.532.51
The chart of Omega ratio for AVEDX, currently valued at 1.19, compared to the broader market0.501.001.502.002.503.003.501.191.51
The chart of Calmar ratio for AVEDX, currently valued at 1.34, compared to the broader market0.002.004.006.008.0010.0012.0014.001.341.25
The chart of Martin ratio for AVEDX, currently valued at 5.63, compared to the broader market0.0020.0040.0060.005.637.96
AVEDX
PXD


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.06
1.64
AVEDX
PXD

Dividends

AVEDX vs. PXD - Dividend Comparison

AVEDX's dividend yield for the trailing twelve months is around 1.02%, while PXD has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
AVEDX
Ave Maria Rising Dividend Fund
1.02%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
0.95%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


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.51%
-2.14%
AVEDX
PXD

Volatility

AVEDX vs. PXD - Volatility Comparison

Ave Maria Rising Dividend Fund (AVEDX) has a higher volatility of 4.22% 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%JulyAugustSeptemberOctoberNovemberDecember
4.22%
0
AVEDX
PXD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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