CILGX vs. AVERX
CILGX (Clarkston Fund) and AVERX (Ave Maria Value Focused Fund) are both Large Cap Value Equities funds. Over the past year, CILGX returned -0.83% vs 13.36% for AVERX. At a 0.43 correlation, their price movements are largely independent. CILGX charges 0.70%/yr vs 1.26%/yr for AVERX.
Performance
CILGX vs. AVERX - Performance Comparison
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Returns By Period
In the year-to-date period, CILGX achieves a -9.14% return, which is significantly lower than AVERX's 11.57% return.
CILGX
- 1D
- -1.55%
- 1M
- -2.21%
- YTD
- -9.14%
- 6M
- -9.59%
- 1Y
- -0.83%
- 3Y*
- 4.41%
- 5Y*
- 1.47%
- 10Y*
- —
AVERX
- 1D
- -1.17%
- 1M
- -7.97%
- YTD
- 11.57%
- 6M
- 9.97%
- 1Y
- 13.36%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CILGX vs. AVERX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CILGX Clarkston Fund | -9.14% | 15.15% |
AVERX Ave Maria Value Focused Fund | 11.57% | 0.37% |
Correlation
The correlation between CILGX and AVERX is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2025 | 0.43 |
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Return for Risk
CILGX vs. AVERX — Risk / Return Rank
CILGX
AVERX
CILGX vs. AVERX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Fund (CILGX) and Ave Maria Value Focused Fund (AVERX). 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.
| CILGX | AVERX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.12 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.07 | 0.97 | -1.04 |
| Martin ratioReturn relative to average drawdown | -0.16 | 2.63 | -2.79 |
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Drawdowns
CILGX vs. AVERX - Drawdown Comparison
The maximum CILGX drawdown since its inception was -33.57%, which is greater than AVERX's maximum drawdown of -13.20%. Use the drawdown chart below to compare losses from any high point for CILGX and AVERX.
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Drawdown Indicators
| CILGX | AVERX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.57% | -13.20% | -20.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.30% | -13.20% | +0.90% |
Max Drawdown (3Y)Largest decline over 3 years | -15.60% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.80% | — | — |
Current DrawdownCurrent decline from peak | -12.30% | -13.20% | +0.90% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -5.91% | +0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 4.84% | +0.61% |
Volatility
CILGX vs. AVERX - Volatility Comparison
The current volatility for Clarkston Fund (CILGX) is 4.58%, while Ave Maria Value Focused Fund (AVERX) has a volatility of 5.22%. This indicates that CILGX experiences smaller price fluctuations and is considered to be less risky than AVERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CILGX | AVERX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 5.22% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 11.75% | 14.63% | -2.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.70% | 19.54% | -3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 18.92% | -2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 18.92% | -0.99% |
CILGX vs. AVERX - Expense Ratio Comparison
CILGX has a 0.70% expense ratio, which is lower than AVERX's 1.26% expense ratio.
Dividends
CILGX vs. AVERX - Dividend Comparison
CILGX's dividend yield for the trailing twelve months is around 4.50%, more than AVERX's 0.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AVERX Ave Maria Value Focused Fund | 0.37% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CILGX Clarkston Fund | 4.50% | 4.09% | 0.88% | 3.44% | 5.14% | 3.16% | 5.87% | 5.93% | 4.77% |
Frequently Asked Questions
CILGX and AVERX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVERX has higher volatility (5.22%) compared to CILGX (4.58%). In terms of maximum drawdown, CILGX dropped -33.57% vs AVERX's -13.20%.
AVERX currently has the higher Sharpe Ratio (0.65 vs -0.06), 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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