AVEDX vs. VLO
AVEDX (Ave Maria Rising Dividend Fund) is Large Cap Blend Equities fund managed by Ave Maria, while VLO (Valero Energy Corporation) is a stock. Over the past 10 years, AVEDX returned 10.75%/yr vs 24.27%/yr for VLO. Their 0.47 correlation means their historical movements had little consistent relationship.
Performance
AVEDX vs. VLO - 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 VLO's 95.06% return. Over the past 10 years, AVEDX has underperformed VLO with an annualized return of 10.75%, while VLO has yielded a comparatively higher 24.27% 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%
VLO
- 1D
- 0.77%
- 1M
- 17.31%
- 6M
- 75.02%
- YTD
- 95.06%
- 1Y
- 139.93%
- 3Y*
- 38.55%
- 5Y*
- 40.80%
- 10Y*
- 24.27%
- ALL TIME*
- 12.12%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $762.26M | $792.87M | $797.44M |
AVEDX vs. VLO - 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% |
VLO Valero Energy Corporation | 95.06% | 36.97% | -2.96% | 5.86% | 74.95% | 40.25% | -35.69% | 30.27% | -15.73% | 38.66% |
Correlation
The correlation between AVEDX and VLO is 0.03, 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. | 0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.33 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.44 |
Correlation (All Time) Calculated using the full available price history since May 3, 2005 | 0.47 |
Over the past year, the correlation between AVEDX and VLO has dropped to 0.03 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.
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Return for Risk
AVEDX vs. VLO — Risk / Return Rank
AVEDX
VLO
AVEDX vs. VLO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ave Maria Rising Dividend Fund (AVEDX) and Valero Energy Corporation (VLO). 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 | VLO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.79 | ||
| Sortino ratioReturn per unit of downside risk | -4.23 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.53 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 11.02 | -11.07 |
| Martin ratioReturn relative to average drawdown | -0.10 | 28.02 | -28.12 |
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Drawdowns
AVEDX vs. VLO - Drawdown Comparison
The maximum AVEDX drawdown since its inception was -47.25%, smaller than the maximum VLO drawdown of -87.50%. Use the drawdown chart below to compare losses from any high point for AVEDX and VLO.
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Drawdown Indicators
| AVEDX | VLO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.25% | -87.50% | +40.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -12.12% | +1.26% |
Max Drawdown (3Y)Largest decline over 3 years | -15.53% | -41.22% | +25.69% |
Max Drawdown (5Y)Largest decline over 5 years | -16.85% | -41.22% | +24.37% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -71.88% | +32.97% |
Current DrawdownCurrent decline from peak | -5.88% | -0.22% | -5.66% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -34.16% | +28.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 4.76% | +0.80% |
Volatility
AVEDX vs. VLO - Volatility Comparison
The current volatility for Ave Maria Rising Dividend Fund (AVEDX) is 3.71%, while Valero Energy Corporation (VLO) has a volatility of 10.76%. This indicates that AVEDX experiences smaller price fluctuations and is considered to be less risky than VLO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVEDX | VLO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 10.76% | -7.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 27.95% | -18.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 35.63% | -23.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.50% | 36.90% | -20.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 40.52% | -22.55% |
Dividends
AVEDX vs. VLO - Dividend Comparison
AVEDX's dividend yield for the trailing twelve months is around 5.38%, more than VLO's 1.51% 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% |
VLO Valero Energy Corporation | 1.51% | 2.78% | 3.49% | 3.14% | 3.09% | 5.22% | 6.93% | 3.84% | 4.27% | 2.34% | 3.51% | 2.40% |
Frequently Asked Questions
AVEDX and VLO have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VLO has higher volatility (10.76%) compared to AVEDX (3.71%). In terms of maximum drawdown, AVEDX dropped -47.25% vs VLO's -87.50%.
VLO currently has the higher Sharpe Ratio (3.75 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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