AVEGX vs. FXAIX

In the year-to-date period, AVEGX achieves a 0.80% return, which is significantly higher than FXAIX's -3.38% return. Over the past 10 years, AVEGX has underperformed FXAIX with an annualized return of 10.43%, while FXAIX has yielded a comparatively higher 12.25% annualized return.

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AVEGX has a 0.90% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Ave Maria Growth Fund (AVEGX) and Fidelity 500 Index Fund (FXAIX). 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 0.55, which is comparable to the FXAIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of AVEGX and FXAIX, 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 has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.32%.

The maximum AVEGX drawdown since its inception was -48.28%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for AVEGX and FXAIX. For additional features, visit the drawdowns tool.