AVEFX vs. SCHO
Compare and contrast key facts about Ave Maria Bond Fund (AVEFX) and Schwab Short-Term U.S. Treasury ETF (SCHO).
AVEFX is managed by Ave Maria Mutual Funds. It was launched on Apr 30, 2003. SCHO is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Treasury (1-3 Y) (Inception 4/30/1996). It was launched on Aug 5, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVEFX or SCHO.
Correlation
The correlation between AVEFX and SCHO is -0.16. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
AVEFX vs. SCHO - Performance Comparison
Key characteristics
AVEFX:
1.83
SCHO:
3.52
AVEFX:
2.64
SCHO:
5.81
AVEFX:
1.34
SCHO:
1.79
AVEFX:
2.58
SCHO:
6.43
AVEFX:
7.40
SCHO:
19.06
AVEFX:
0.98%
SCHO:
0.33%
AVEFX:
4.00%
SCHO:
1.79%
AVEFX:
-11.22%
SCHO:
-5.69%
AVEFX:
-0.89%
SCHO:
-0.36%
Returns By Period
In the year-to-date period, AVEFX achieves a 2.11% return, which is significantly lower than SCHO's 2.39% return. Over the past 10 years, AVEFX has outperformed SCHO with an annualized return of 3.01%, while SCHO has yielded a comparatively lower 1.48% annualized return.
AVEFX
2.11%
-0.89%
1.92%
6.83%
3.98%
3.01%
SCHO
2.39%
0.51%
2.64%
5.90%
1.17%
1.48%
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AVEFX vs. SCHO - Expense Ratio Comparison
AVEFX has a 0.41% expense ratio, which is higher than SCHO's 0.05% expense ratio.
Risk-Adjusted Performance
AVEFX vs. SCHO — Risk-Adjusted Performance Rank
AVEFX
SCHO
AVEFX vs. SCHO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ave Maria Bond Fund (AVEFX) and Schwab Short-Term U.S. Treasury ETF (SCHO). 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
AVEFX vs. SCHO - Dividend Comparison
AVEFX's dividend yield for the trailing twelve months is around 2.85%, less than SCHO's 4.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEFX Ave Maria Bond Fund | 2.85% | 2.94% | 2.47% | 3.59% | 1.61% | 2.43% | 3.50% | 3.21% | 2.04% | 2.94% | 1.89% | 4.29% |
SCHO Schwab Short-Term U.S. Treasury ETF | 4.23% | 4.29% | 3.76% | 1.34% | 0.41% | 1.27% | 2.26% | 1.78% | 1.12% | 0.82% | 0.68% | 0.47% |
Drawdowns
AVEFX vs. SCHO - Drawdown Comparison
The maximum AVEFX drawdown since its inception was -11.22%, which is greater than SCHO's maximum drawdown of -5.69%. Use the drawdown chart below to compare losses from any high point for AVEFX and SCHO. For additional features, visit the drawdowns tool.
Volatility
AVEFX vs. SCHO - Volatility Comparison
Ave Maria Bond Fund (AVEFX) has a higher volatility of 1.98% compared to Schwab Short-Term U.S. Treasury ETF (SCHO) at 0.76%. This indicates that AVEFX's price experiences larger fluctuations and is considered to be riskier than SCHO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.