AVEGX vs. TPLC
Compare and contrast key facts about Ave Maria Growth Fund (AVEGX) and Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC).
AVEGX is managed by Ave Maria Mutual Funds. It was launched on May 1, 2003. TPLC is a passively managed fund by Timothy Plan that tracks the performance of the Victory U.S. Large Cap Volatility Weighted BRI Index. It was launched on Apr 29, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVEGX or TPLC.
Key characteristics
| AVEGX | TPLC | |
|---|---|---|
| YTD Return | 19.10% | 17.98% |
| 1Y Return | 25.41% | 27.67% |
| 3Y Return (Ann) | 2.14% | 6.75% |
| 5Y Return (Ann) | 7.53% | 12.04% |
| Sharpe Ratio | 1.76 | 2.37 |
| Sortino Ratio | 2.46 | 3.28 |
| Omega Ratio | 1.32 | 1.40 |
| Calmar Ratio | 1.59 | 3.77 |
| Martin Ratio | 8.99 | 12.57 |
| Ulcer Index | 2.86% | 2.23% |
| Daily Std Dev | 14.59% | 11.83% |
| Max Drawdown | -48.28% | -38.02% |
| Current Drawdown | -0.89% | -1.86% |
Correlation
The correlation between AVEGX and TPLC is 0.91, 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
AVEGX vs. TPLC - Performance Comparison
In the year-to-date period, AVEGX achieves a 19.10% return, which is significantly higher than TPLC's 17.98% 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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AVEGX vs. TPLC - Expense Ratio Comparison
AVEGX has a 0.90% expense ratio, which is higher than TPLC's 0.52% expense ratio.
Risk-Adjusted Performance
AVEGX vs. TPLC - Risk-Adjusted Performance Comparison
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.
Dividends
AVEGX vs. TPLC - Dividend Comparison
AVEGX's dividend yield for the trailing twelve months is around 0.08%, less than TPLC's 0.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVEGX Ave Maria Growth Fund | 0.08% | 0.09% | 0.30% | 0.00% | 0.00% | 0.01% | 0.20% | 0.09% | 0.09% | 0.27% |
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.83% | 0.89% | 1.07% | 0.61% | 0.81% | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AVEGX vs. TPLC - Drawdown Comparison
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.
Volatility
AVEGX vs. TPLC - Volatility Comparison
Ave Maria Growth Fund (AVEGX) has a higher volatility of 4.27% compared to Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) at 3.96%. This indicates that AVEGX's price experiences larger fluctuations and is considered to be riskier than TPLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.