AVEFX vs. VFFVX
Compare and contrast key facts about Ave Maria Bond Fund (AVEFX) and Vanguard Target Retirement 2055 Fund (VFFVX).
AVEFX is managed by Ave Maria Mutual Funds. It was launched on Apr 30, 2003. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVEFX or VFFVX.
Key characteristics
| AVEFX | VFFVX | |
|---|---|---|
| YTD Return | 2.07% | 7.27% |
| 1Y Return | 6.14% | 19.95% |
| 3Y Return (Ann) | 0.83% | 4.62% |
| 5Y Return (Ann) | 3.63% | 9.97% |
| 10Y Return (Ann) | 3.30% | 8.53% |
| Sharpe Ratio | 1.53 | 1.91 |
| Daily Std Dev | 4.00% | 10.79% |
| Max Drawdown | -11.21% | -31.40% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between AVEFX and VFFVX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AVEFX vs. VFFVX - Performance Comparison
In the year-to-date period, AVEFX achieves a 2.07% return, which is significantly lower than VFFVX's 7.27% return. Over the past 10 years, AVEFX has underperformed VFFVX with an annualized return of 3.30%, while VFFVX has yielded a comparatively higher 8.53% 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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AVEFX vs. VFFVX - Expense Ratio Comparison
AVEFX has a 0.41% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Risk-Adjusted Performance
AVEFX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ave Maria Bond Fund (AVEFX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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. VFFVX - Dividend Comparison
AVEFX's dividend yield for the trailing twelve months is around 2.64%, more than VFFVX's 2.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEFX Ave Maria Bond Fund | 2.64% | 2.47% | 3.59% | 1.61% | 2.43% | 3.50% | 3.21% | 2.04% | 2.94% | 1.89% | 4.29% | 2.94% |
VFFVX Vanguard Target Retirement 2055 Fund | 2.03% | 2.18% | 2.19% | 10.03% | 1.82% | 2.15% | 2.35% | 1.83% | 1.99% | 1.98% | 1.75% | 1.58% |
Drawdowns
AVEFX vs. VFFVX - Drawdown Comparison
The maximum AVEFX drawdown since its inception was -11.21%, smaller than the maximum VFFVX drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for AVEFX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
AVEFX vs. VFFVX - Volatility Comparison
The current volatility for Ave Maria Bond Fund (AVEFX) is 0.98%, while Vanguard Target Retirement 2055 Fund (VFFVX) has a volatility of 2.96%. This indicates that AVEFX experiences smaller price fluctuations and is considered to be less risky than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.