CAEIX vs. AVEWX
Compare and contrast key facts about Calvert Global Energy Solutions Fund (CAEIX) and Ave Maria World Equity Fund (AVEWX).
CAEIX is managed by Calvert Research and Management. It was launched on May 30, 2007. AVEWX is managed by Ave Maria Mutual Funds. It was launched on Apr 29, 2010.
Performance
CAEIX vs. AVEWX - Performance Comparison
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CAEIX vs. AVEWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAEIX Calvert Global Energy Solutions Fund | 7.51% | 32.61% | -7.13% | 5.67% | -17.43% | 6.73% | 61.52% | 33.48% | -19.26% | 29.65% |
AVEWX Ave Maria World Equity Fund | -0.60% | 10.57% | 4.64% | 24.96% | -15.48% | 21.06% | -0.15% | 27.63% | -8.87% | 17.89% |
Returns By Period
In the year-to-date period, CAEIX achieves a 7.51% return, which is significantly higher than AVEWX's -0.60% return. Over the past 10 years, CAEIX has outperformed AVEWX with an annualized return of 10.27%, while AVEWX has yielded a comparatively lower 8.13% annualized return.
CAEIX
- 1D
- 3.16%
- 1M
- -3.78%
- YTD
- 7.51%
- 6M
- 10.19%
- 1Y
- 45.58%
- 3Y*
- 8.82%
- 5Y*
- 3.73%
- 10Y*
- 10.27%
AVEWX
- 1D
- 3.43%
- 1M
- -5.76%
- YTD
- -0.60%
- 6M
- -3.86%
- 1Y
- 12.61%
- 3Y*
- 10.37%
- 5Y*
- 6.30%
- 10Y*
- 8.13%
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CAEIX vs. AVEWX - Expense Ratio Comparison
CAEIX has a 0.99% expense ratio, which is lower than AVEWX's 1.18% expense ratio.
Return for Risk
CAEIX vs. AVEWX — Risk / Return Rank
CAEIX
AVEWX
CAEIX vs. AVEWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Global Energy Solutions Fund (CAEIX) and Ave Maria World Equity Fund (AVEWX). 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.
| CAEIX | AVEWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.50 | 0.69 | +1.80 |
Sortino ratioReturn per unit of downside risk | 3.25 | 1.08 | +2.17 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.14 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 4.01 | 1.14 | +2.86 |
Martin ratioReturn relative to average drawdown | 16.83 | 3.80 | +13.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAEIX | AVEWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.50 | 0.69 | +1.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.37 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.45 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.41 | -0.37 |
Correlation
The correlation between CAEIX and AVEWX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CAEIX vs. AVEWX - Dividend Comparison
CAEIX's dividend yield for the trailing twelve months is around 0.67%, less than AVEWX's 2.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAEIX Calvert Global Energy Solutions Fund | 0.67% | 0.72% | 1.17% | 1.07% | 0.86% | 0.49% | 0.82% | 1.23% | 2.00% | 1.40% | 1.79% | 0.72% |
AVEWX Ave Maria World Equity Fund | 2.55% | 2.54% | 0.92% | 3.82% | 1.19% | 0.34% | 0.47% | 4.57% | 4.87% | 3.03% | 1.95% | 1.86% |
Drawdowns
CAEIX vs. AVEWX - Drawdown Comparison
The maximum CAEIX drawdown since its inception was -75.81%, which is greater than AVEWX's maximum drawdown of -40.26%. Use the drawdown chart below to compare losses from any high point for CAEIX and AVEWX.
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Drawdown Indicators
| CAEIX | AVEWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.81% | -40.26% | -35.55% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -11.32% | +0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -32.58% | -25.35% | -7.23% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -40.26% | +2.72% |
Current DrawdownCurrent decline from peak | -10.38% | -7.23% | -3.15% |
Average DrawdownAverage peak-to-trough decline | -49.05% | -5.68% | -43.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 3.41% | -0.78% |
Volatility
CAEIX vs. AVEWX - Volatility Comparison
Calvert Global Energy Solutions Fund (CAEIX) and Ave Maria World Equity Fund (AVEWX) have volatilities of 7.69% and 7.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAEIX | AVEWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.69% | 7.34% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 12.51% | 12.75% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.49% | 19.35% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 17.24% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.63% | 18.18% | +1.45% |