AVEMX vs. ETIMX
AVEMX (Ave Maria Value Fund) and ETIMX (Eventide Multi-Asset Income Fund) are both mutual funds - AVEMX is a Mid Cap Blend Equities fund managed by Ave Maria, while ETIMX is a Diversified Portfolio fund managed by Eventide. Over the past 10 years, AVEMX returned 10.86%/yr vs 7.35%/yr for ETIMX. Their 0.72 correlation means they have sometimes moved together and sometimes differently. AVEMX charges 0.97%/yr vs 0.82%/yr for ETIMX.
Performance
AVEMX vs. ETIMX - Performance Comparison
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Returns By Period
In the year-to-date period, AVEMX achieves a 12.50% return, which is significantly higher than ETIMX's 7.99% return. Over the past 10 years, AVEMX has outperformed ETIMX with an annualized return of 10.86%, while ETIMX has yielded a comparatively lower 7.35% annualized return.
AVEMX
- 1D
- 0.56%
- 1M
- 1.52%
- 6M
- 5.14%
- YTD
- 12.50%
- 1Y
- 13.45%
- 3Y*
- 12.56%
- 5Y*
- 9.30%
- 10Y*
- 10.86%
- ALL TIME*
- 7.88%
ETIMX
- 1D
- 0.83%
- 1M
- -1.65%
- 6M
- 5.07%
- YTD
- 7.99%
- 1Y
- 10.17%
- 3Y*
- 9.98%
- 5Y*
- 4.99%
- 10Y*
- 7.35%
- ALL TIME*
- 7.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AVEMX Ave Maria Value Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
AVEMX vs. ETIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVEMX Ave Maria Value Fund | 12.50% | 2.82% | 21.43% | 3.49% | 4.19% | 25.15% | 6.20% | 20.51% | -8.70% | 17.75% |
ETIMX Eventide Multi-Asset Income Fund | 7.99% | 6.95% | 9.79% | 12.16% | -15.28% | 16.26% | 18.42% | 19.88% | -8.16% | 11.97% |
Correlation
The correlation between AVEMX and ETIMX is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.71 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.72 |
The correlation between AVEMX and ETIMX shifts across timeframes, from 0.61 (1 year) to 0.74 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
AVEMX vs. ETIMX — Risk / Return Rank
AVEMX
ETIMX
AVEMX vs. ETIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ave Maria Value Fund (AVEMX) and Eventide Multi-Asset Income Fund (ETIMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVEMX | ETIMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.20 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.07 | 2.11 | -1.04 |
| Martin ratioReturn relative to average drawdown | 2.24 | 6.67 | -4.44 |
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Drawdowns
AVEMX vs. ETIMX - Drawdown Comparison
The maximum AVEMX drawdown since its inception was -59.76%, which is greater than ETIMX's maximum drawdown of -22.79%. Use the drawdown chart below to compare losses from any high point for AVEMX and ETIMX.
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Drawdown Indicators
| AVEMX | ETIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.76% | -22.79% | -36.97% |
Max Drawdown (1Y)Largest decline over 1 year | -10.10% | -4.81% | -5.29% |
Max Drawdown (3Y)Largest decline over 3 years | -18.64% | -11.14% | -7.50% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -20.58% | +1.94% |
Max Drawdown (10Y)Largest decline over 10 years | -39.76% | -22.79% | -16.97% |
Current DrawdownCurrent decline from peak | -4.89% | -3.51% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -8.60% | -4.13% | -4.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.81% | 1.52% | +3.29% |
Volatility
AVEMX vs. ETIMX - Volatility Comparison
Ave Maria Value Fund (AVEMX) has a higher volatility of 3.59% compared to Eventide Multi-Asset Income Fund (ETIMX) at 2.50%. This indicates that AVEMX's price experiences larger fluctuations and is considered to be riskier than ETIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVEMX | ETIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 2.50% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 7.30% | +4.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 8.89% | +8.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.47% | 9.87% | +8.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 10.10% | +8.30% |
AVEMX vs. ETIMX - Expense Ratio Comparison
AVEMX has a 0.97% expense ratio, which is higher than ETIMX's 0.82% expense ratio.
Dividends
AVEMX vs. ETIMX - Dividend Comparison
AVEMX's dividend yield for the trailing twelve months is around 0.30%, less than ETIMX's 6.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEMX Ave Maria Value Fund | 0.30% | 0.34% | 8.81% | 4.42% | 1.15% | 8.07% | 3.57% | 5.27% | 10.76% | 7.84% | 0.00% | 0.12% |
ETIMX Eventide Multi-Asset Income Fund | 6.02% | 6.38% | 1.86% | 1.63% | 2.95% | 5.86% | 2.00% | 2.90% | 4.29% | 4.40% | 2.66% | 0.00% |
Frequently Asked Questions
AVEMX and ETIMX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVEMX has higher volatility (3.59%) compared to ETIMX (2.50%). In terms of maximum drawdown, AVEMX dropped -59.76% vs ETIMX's -22.79%.
ETIMX currently has the higher Sharpe Ratio (1.14 vs 0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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