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.
Key characteristics
| AVEGX | XOM | |
|---|---|---|
| YTD Return | 19.10% | 24.70% |
| 1Y Return | 25.41% | 20.27% |
| 3Y Return (Ann) | 2.14% | 27.79% |
| 5Y Return (Ann) | 7.53% | 17.35% |
| 10Y Return (Ann) | 5.48% | 6.98% |
| Sharpe Ratio | 1.76 | 1.01 |
| Sortino Ratio | 2.46 | 1.52 |
| Omega Ratio | 1.32 | 1.18 |
| Calmar Ratio | 1.59 | 1.04 |
| Martin Ratio | 8.99 | 4.61 |
| Ulcer Index | 2.86% | 4.24% |
| Daily Std Dev | 14.59% | 19.28% |
| Max Drawdown | -48.28% | -62.40% |
| Current Drawdown | -0.89% | -3.05% |
Correlation
The correlation between AVEGX and XOM is 0.50, 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.
Performance
AVEGX vs. XOM - Performance Comparison
In the year-to-date period, AVEGX achieves a 19.10% return, which is significantly lower than XOM's 24.70% return. Over the past 10 years, AVEGX has underperformed XOM with an annualized return of 5.48%, while XOM has yielded a comparatively higher 6.98% annualized 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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Risk-Adjusted Performance
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.
Dividends
AVEGX vs. XOM - Dividend Comparison
AVEGX's dividend yield for the trailing twelve months is around 0.08%, less than XOM's 3.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
XOM Exxon Mobil Corporation | 3.19% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% | 2.43% |
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. For additional features, visit the drawdowns tool.
Volatility
AVEGX vs. XOM - Volatility Comparison
The current volatility for Ave Maria Growth Fund (AVEGX) is 4.27%, while Exxon Mobil Corporation (XOM) has a volatility of 4.55%. 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.