AVEDX vs. XLE
Compare and contrast key facts about Ave Maria Rising Dividend Fund (AVEDX) and Energy Select Sector SPDR Fund (XLE).
AVEDX is managed by Ave Maria Mutual Funds. It was launched on May 2, 2005. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVEDX or XLE.
Key characteristics
| AVEDX | XLE | |
|---|---|---|
| YTD Return | 21.38% | 15.77% |
| 1Y Return | 27.48% | 18.13% |
| 3Y Return (Ann) | 8.94% | 22.34% |
| 5Y Return (Ann) | 11.85% | 14.98% |
| 10Y Return (Ann) | 10.27% | 5.03% |
| Sharpe Ratio | 2.37 | 0.89 |
| Sortino Ratio | 3.26 | 1.30 |
| Omega Ratio | 1.42 | 1.16 |
| Calmar Ratio | 5.00 | 1.19 |
| Martin Ratio | 14.23 | 2.77 |
| Ulcer Index | 1.91% | 5.71% |
| Daily Std Dev | 11.44% | 17.79% |
| Max Drawdown | -47.25% | -71.54% |
| Current Drawdown | -1.47% | -1.84% |
Correlation
The correlation between AVEDX and XLE is 0.65, 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. XLE - Performance Comparison
In the year-to-date period, AVEDX achieves a 21.38% return, which is significantly higher than XLE's 15.77% return. Over the past 10 years, AVEDX has outperformed XLE with an annualized return of 10.27%, while XLE has yielded a comparatively lower 5.03% 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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AVEDX vs. XLE - Expense Ratio Comparison
AVEDX has a 0.90% expense ratio, which is higher than XLE's 0.13% expense ratio.
Risk-Adjusted Performance
AVEDX vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ave Maria Rising Dividend Fund (AVEDX) and Energy Select Sector SPDR Fund (XLE). 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. XLE - Dividend Comparison
AVEDX's dividend yield for the trailing twelve months is around 0.96%, less than XLE's 3.14% 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% |
XLE Energy Select Sector SPDR Fund | 3.14% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% | 1.73% |
Drawdowns
AVEDX vs. XLE - Drawdown Comparison
The maximum AVEDX drawdown since its inception was -47.25%, smaller than the maximum XLE drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for AVEDX and XLE. For additional features, visit the drawdowns tool.
Volatility
AVEDX vs. XLE - Volatility Comparison
The current volatility for Ave Maria Rising Dividend Fund (AVEDX) is 3.55%, while Energy Select Sector SPDR Fund (XLE) has a volatility of 4.84%. This indicates that AVEDX experiences smaller price fluctuations and is considered to be less risky than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.