AVEGX vs. AQEIX

In the year-to-date period, AVEGX achieves a 3.19% return, which is significantly higher than AQEIX's -0.28% return. Over the past 10 years, AVEGX has outperformed AQEIX with an annualized return of 11.79%, while AQEIX has yielded a comparatively lower 9.22% annualized return.

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AVEGX has a 0.90% expense ratio, which is lower than AQEIX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Ave Maria Growth Fund (AVEGX) and LKCM Aquinas Catholic Equity Fund (AQEIX). 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.

The current AVEGX Sharpe Ratio is 0.75, which is higher than the AQEIX Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of AVEGX and AQEIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVEGX's dividend yield for the trailing twelve months is around 8.16%, more than AQEIX's 7.92% yield.

The maximum AVEGX drawdown since its inception was -48.28%, roughly equal to the maximum AQEIX drawdown of -50.40%. Use the drawdown chart below to compare losses from any high point for AVEGX and AQEIX.

Ave Maria Growth Fund (AVEGX) and LKCM Aquinas Catholic Equity Fund (AQEIX) have volatilities of 4.46% and 4.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.