AVEMX vs. COP

In the year-to-date period, AVEMX achieves a 11.00% return, which is significantly higher than COP's -6.04% return. Over the past 10 years, AVEMX has underperformed COP with an annualized return of 4.16%, while COP has yielded a comparatively higher 6.81% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Ave Maria Value Fund (AVEMX) and ConocoPhillips Company (COP). 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 AVEMX Sharpe Ratio is 0.71, which is higher than the COP Sharpe Ratio of -0.65. The chart below compares the historical Sharpe Ratios of AVEMX and COP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVEMX's dividend yield for the trailing twelve months is around 0.29%, less than COP's 2.32% yield.

The maximum AVEMX drawdown since its inception was -60.09%, smaller than the maximum COP drawdown of -70.66%. Use the drawdown chart below to compare losses from any high point for AVEMX and COP. For additional features, visit the drawdowns tool.

The current volatility for Ave Maria Value Fund (AVEMX) is 4.76%, while ConocoPhillips Company (COP) has a volatility of 9.14%. This indicates that AVEMX experiences smaller price fluctuations and is considered to be less risky than COP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.