AVEMX vs. OXY

In the year-to-date period, AVEMX achieves a 8.07% return, which is significantly higher than OXY's -10.78% return. Over the past 10 years, AVEMX has outperformed OXY with an annualized return of 7.87%, while OXY has yielded a comparatively lower -2.53% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Ave Maria Value Fund (AVEMX) and Occidental Petroleum Corporation (OXY). 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 1.07, which is higher than the OXY Sharpe Ratio of -0.89. The chart below compares the historical Sharpe Ratios of AVEMX and OXY, 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 0.30%, less than OXY's 2.05% yield.

The maximum AVEMX drawdown since its inception was -60.09%, smaller than the maximum OXY drawdown of -88.41%. Use the drawdown chart below to compare losses from any high point for AVEMX and OXY. For additional features, visit the drawdowns tool.

The current volatility for Ave Maria Value Fund (AVEMX) is 5.28%, while Occidental Petroleum Corporation (OXY) has a volatility of 10.70%. This indicates that AVEMX experiences smaller price fluctuations and is considered to be less risky than OXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.