AVEGX vs. TPLC

In the year-to-date period, AVEGX achieves a 0.80% return, which is significantly higher than TPLC's 0.16% return.

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AVEGX has a 0.90% expense ratio, which is higher than TPLC's 0.52% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Ave Maria Growth Fund (AVEGX) and Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC). 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 higher than the TPLC Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of AVEGX and TPLC, 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 TPLC's dividend yield for the trailing twelve months is around 0.90%.

The maximum AVEGX drawdown since its inception was -48.28%, which is greater than TPLC's maximum drawdown of -38.02%. Use the drawdown chart below to compare losses from any high point for AVEGX and TPLC. For additional features, visit the drawdowns tool.