AVEDX vs. VLO
Compare and contrast key facts about Ave Maria Rising Dividend Fund (AVEDX) and Valero Energy Corporation (VLO).
AVEDX is managed by Ave Maria Mutual Funds. It was launched on May 2, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVEDX or VLO.
Key characteristics
| AVEDX | VLO | |
|---|---|---|
| YTD Return | 21.38% | 10.11% |
| 1Y Return | 27.48% | 17.41% |
| 3Y Return (Ann) | 8.94% | 25.87% |
| 5Y Return (Ann) | 11.85% | 11.57% |
| 10Y Return (Ann) | 10.27% | 15.27% |
| Sharpe Ratio | 2.37 | 0.48 |
| Sortino Ratio | 3.26 | 0.85 |
| Omega Ratio | 1.42 | 1.10 |
| Calmar Ratio | 5.00 | 0.47 |
| Martin Ratio | 14.23 | 0.91 |
| Ulcer Index | 1.91% | 15.19% |
| Daily Std Dev | 11.44% | 29.11% |
| Max Drawdown | -47.25% | -81.92% |
| Current Drawdown | -1.47% | -22.53% |
Correlation
The correlation between AVEDX and VLO 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. VLO - Performance Comparison
In the year-to-date period, AVEDX achieves a 21.38% return, which is significantly higher than VLO's 10.11% return. Over the past 10 years, AVEDX has underperformed VLO with an annualized return of 10.27%, while VLO has yielded a comparatively higher 15.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AVEDX vs. VLO - Risk-Adjusted Performance 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.
Dividends
AVEDX vs. VLO - Dividend Comparison
AVEDX's dividend yield for the trailing twelve months is around 0.96%, less than VLO's 2.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEDX Ave Maria Rising Dividend Fund | 0.96% | 1.12% | 1.58% | 0.92% | 1.10% | 1.22% | 1.57% | 1.07% | 1.64% | 1.50% | 1.02% | 0.96% |
VLO Valero Energy Corporation | 2.29% | 3.14% | 3.09% | 5.22% | 6.93% | 3.84% | 4.27% | 3.05% | 3.51% | 2.40% | 2.12% | 1.29% |
Drawdowns
AVEDX vs. VLO - Drawdown Comparison
The maximum AVEDX drawdown since its inception was -47.25%, smaller than the maximum VLO drawdown of -81.92%. Use the drawdown chart below to compare losses from any high point for AVEDX and VLO. For additional features, visit the drawdowns tool.
Volatility
AVEDX vs. VLO - Volatility Comparison
The current volatility for Ave Maria Rising Dividend Fund (AVEDX) is 3.55%, while Valero Energy Corporation (VLO) has a volatility of 7.84%. 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.