AVEDX vs. WBREOX
AVEDX (Ave Maria Rising Dividend Fund) and WBREOX (CIT: BlackRock Equity Index Fund Class 1) are both Large Cap Blend Equities funds. Over the past year, AVEDX returned -4.48% vs 25.51% for WBREOX. At a 0.41 correlation, their price movements are largely independent. AVEDX charges 0.90%/yr vs 0.02%/yr for WBREOX.
Performance
AVEDX vs. WBREOX - Performance Comparison
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Returns By Period
In the year-to-date period, AVEDX achieves a -1.40% return, which is significantly lower than WBREOX's 9.78% return.
AVEDX
- 1D
- -0.80%
- 1M
- 0.05%
- YTD
- -1.40%
- 6M
- -2.62%
- 1Y
- -4.48%
- 3Y*
- 11.60%
- 5Y*
- 7.82%
- 10Y*
- 10.82%
WBREOX
- 1D
- -0.36%
- 1M
- 0.10%
- YTD
- 9.78%
- 6M
- 8.79%
- 1Y
- 25.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVEDX vs. WBREOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AVEDX Ave Maria Rising Dividend Fund | -1.40% | -0.34% |
WBREOX CIT: BlackRock Equity Index Fund Class 1 | 9.78% | 16.64% |
Correlation
The correlation between AVEDX and WBREOX is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2025 | 0.41 |
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Return for Risk
AVEDX vs. WBREOX — Risk / Return Rank
AVEDX
WBREOX
AVEDX vs. WBREOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ave Maria Rising Dividend Fund (AVEDX) and CIT: BlackRock Equity Index Fund Class 1 (WBREOX). 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 | WBREOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.64 | ||
| Sortino ratioReturn per unit of downside risk | -3.62 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.42 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | 3.38 | -3.72 |
| Martin ratioReturn relative to average drawdown | -0.70 | 14.88 | -15.58 |
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Drawdowns
AVEDX vs. WBREOX - Drawdown Comparison
The maximum AVEDX drawdown since its inception was -47.25%, which is greater than WBREOX's maximum drawdown of -19.07%. Use the drawdown chart below to compare losses from any high point for AVEDX and WBREOX.
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Drawdown Indicators
| AVEDX | WBREOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.25% | -19.07% | -28.18% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -8.89% | -1.97% |
Max Drawdown (3Y)Largest decline over 3 years | -15.53% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -16.85% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | — | — |
Current DrawdownCurrent decline from peak | -10.62% | -1.72% | -8.90% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -2.57% | -3.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.26% | 1.92% | +3.34% |
Volatility
AVEDX vs. WBREOX - Volatility Comparison
The current volatility for Ave Maria Rising Dividend Fund (AVEDX) is 3.46%, while CIT: BlackRock Equity Index Fund Class 1 (WBREOX) has a volatility of 4.61%. This indicates that AVEDX experiences smaller price fluctuations and is considered to be less risky than WBREOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVEDX | WBREOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 4.61% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 9.90% | -0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.26% | 12.89% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 18.65% | -2.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 18.65% | -0.61% |
AVEDX vs. WBREOX - Expense Ratio Comparison
AVEDX has a 0.90% expense ratio, which is higher than WBREOX's 0.02% expense ratio.
Dividends
AVEDX vs. WBREOX - Dividend Comparison
AVEDX's dividend yield for the trailing twelve months is around 5.62%, while WBREOX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEDX Ave Maria Rising Dividend Fund | 5.62% | 5.49% | 6.43% | 12.61% | 7.94% | 10.53% | 2.60% | 8.03% | 10.88% | 6.32% | 6.95% | 7.11% |
WBREOX CIT: BlackRock Equity Index Fund Class 1 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AVEDX and WBREOX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WBREOX has higher volatility (4.61%) compared to AVEDX (3.46%). In terms of maximum drawdown, AVEDX dropped -47.25% vs WBREOX's -19.07%.
WBREOX currently has the higher Sharpe Ratio (2.34 vs -0.30), 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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