AVEGX vs. KGH.L
Compare and contrast key facts about Ave Maria Growth Fund (AVEGX) and Knights Group Holdings plc (KGH.L).
AVEGX is managed by Ave Maria Mutual Funds. It was launched on May 1, 2003.
Performance
AVEGX vs. KGH.L - Performance Comparison
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AVEGX vs. KGH.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AVEGX Ave Maria Growth Fund | -2.00% | 8.23% | 14.85% | 30.29% | -21.23% | 17.53% | 18.41% | 37.08% | -7.49% |
KGH.L Knights Group Holdings plc | -4.03% | 88.96% | -4.21% | 15.02% | -76.12% | 3.25% | 19.23% | 97.25% | -0.21% |
Different Trading Currencies
AVEGX is traded in USD, while KGH.L is traded in GBp. To make them comparable, the KGH.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AVEGX achieves a -2.00% return, which is significantly higher than KGH.L's -4.03% return.
AVEGX
- 1D
- 1.06%
- 1M
- -3.02%
- YTD
- -2.00%
- 6M
- -2.39%
- 1Y
- 6.61%
- 3Y*
- 13.25%
- 5Y*
- 6.76%
- 10Y*
- 12.15%
KGH.L
- 1D
- 7.15%
- 1M
- 8.23%
- YTD
- -4.03%
- 6M
- -16.76%
- 1Y
- 31.44%
- 3Y*
- 46.61%
- 5Y*
- -14.21%
- 10Y*
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Return for Risk
AVEGX vs. KGH.L — Risk / Return Rank
AVEGX
KGH.L
AVEGX vs. KGH.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ave Maria Growth Fund (AVEGX) and Knights Group Holdings plc (KGH.L). 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.
| AVEGX | KGH.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.67 | -0.28 |
Sortino ratioReturn per unit of downside risk | 0.68 | 1.16 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.16 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 1.14 | -0.49 |
Martin ratioReturn relative to average drawdown | 2.22 | 2.31 | -0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVEGX | KGH.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.67 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | -0.25 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.04 | +0.54 |
Correlation
The correlation between AVEGX and KGH.L is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AVEGX vs. KGH.L - Dividend Comparison
AVEGX's dividend yield for the trailing twelve months is around 5.83%, more than KGH.L's 2.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEGX Ave Maria Growth Fund | 5.83% | 5.71% | 8.42% | 2.59% | 0.30% | 12.04% | 5.26% | 1.70% | 7.22% | 9.37% | 6.08% | 9.89% |
KGH.L Knights Group Holdings plc | 2.90% | 2.69% | 4.19% | 3.61% | 3.27% | 0.00% | 0.28% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AVEGX vs. KGH.L - Drawdown Comparison
The maximum AVEGX drawdown since its inception was -48.28%, smaller than the maximum KGH.L drawdown of -89.11%. Use the drawdown chart below to compare losses from any high point for AVEGX and KGH.L.
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Drawdown Indicators
| AVEGX | KGH.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.28% | -87.21% | +38.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.55% | -27.38% | +15.83% |
Max Drawdown (5Y)Largest decline over 5 years | -31.70% | -86.47% | +54.77% |
Max Drawdown (10Y)Largest decline over 10 years | -36.95% | — | — |
Current DrawdownCurrent decline from peak | -7.59% | -59.53% | +51.94% |
Average DrawdownAverage peak-to-trough decline | -6.05% | -43.52% | +37.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 13.15% | -9.61% |
Volatility
AVEGX vs. KGH.L - Volatility Comparison
The current volatility for Ave Maria Growth Fund (AVEGX) is 6.91%, while Knights Group Holdings plc (KGH.L) has a volatility of 17.73%. This indicates that AVEGX experiences smaller price fluctuations and is considered to be less risky than KGH.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVEGX | KGH.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 17.73% | -10.82% |
Volatility (6M)Calculated over the trailing 6-month period | 11.92% | 28.61% | -16.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.86% | 48.88% | -30.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.30% | 57.51% | -39.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 52.46% | -33.59% |