Correlation
The correlation between AVEGX and XOM is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
AVEGX vs. XOM
Compare and contrast key facts about Ave Maria Growth Fund (AVEGX) and Exxon Mobil Corporation (XOM).
AVEGX is managed by Ave Maria Mutual Funds. It was launched on May 1, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVEGX or XOM.
Performance
AVEGX vs. XOM - Performance Comparison
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Key characteristics
AVEGX:
0.75
XOM:
-0.30
AVEGX:
1.09
XOM:
-0.30
AVEGX:
1.15
XOM:
0.96
AVEGX:
0.78
XOM:
-0.41
AVEGX:
2.99
XOM:
-0.88
AVEGX:
4.48%
XOM:
8.95%
AVEGX:
19.59%
XOM:
23.86%
AVEGX:
-48.28%
XOM:
-62.40%
AVEGX:
-2.24%
XOM:
-16.23%
Returns By Period
In the year-to-date period, AVEGX achieves a 3.19% return, which is significantly higher than XOM's -3.16% return. Over the past 10 years, AVEGX has outperformed XOM with an annualized return of 11.79%, while XOM has yielded a comparatively lower 6.42% annualized return.
AVEGX
3.19%
6.53%
-1.62%
14.54%
13.61%
11.42%
11.79%
XOM
-3.16%
-2.26%
-11.69%
-7.13%
5.71%
23.08%
6.42%
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Risk-Adjusted Performance
AVEGX vs. XOM — Risk-Adjusted Performance Rank
AVEGX
XOM
AVEGX vs. XOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ave Maria Growth Fund (AVEGX) and Exxon Mobil Corporation (XOM). 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.
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Dividends
AVEGX vs. XOM - Dividend Comparison
AVEGX's dividend yield for the trailing twelve months is around 8.16%, more than XOM's 3.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEGX Ave Maria Growth Fund | 8.16% | 8.42% | 2.59% | 0.30% | 12.04% | 5.26% | 1.70% | 7.22% | 9.37% | 6.08% | 9.89% | 15.06% |
XOM Exxon Mobil Corporation | 3.83% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% |
Drawdowns
AVEGX vs. XOM - Drawdown Comparison
The maximum AVEGX drawdown since its inception was -48.28%, smaller than the maximum XOM drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for AVEGX and XOM.
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Volatility
AVEGX vs. XOM - Volatility Comparison
The current volatility for Ave Maria Growth Fund (AVEGX) is 4.46%, while Exxon Mobil Corporation (XOM) has a volatility of 5.34%. This indicates that AVEGX experiences smaller price fluctuations and is considered to be less risky than XOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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