EVFCX vs. AVEFX
Compare and contrast key facts about E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and Ave Maria Bond Fund (AVEFX).
EVFCX is managed by E-Valuator funds. It was launched on Feb 28, 2012. AVEFX is managed by Ave Maria Mutual Funds. It was launched on Apr 30, 2003.
Performance
EVFCX vs. AVEFX - Performance Comparison
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EVFCX vs. AVEFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | -0.48% | 10.49% | 3.43% | 6.73% | -9.65% | 1.78% | 10.84% | 12.57% | -4.42% | 9.53% |
AVEFX Ave Maria Bond Fund | 1.11% | 5.63% | 5.71% | 5.16% | -2.84% | 4.38% | 5.60% | 8.30% | 0.41% | 4.16% |
Returns By Period
In the year-to-date period, EVFCX achieves a -0.48% return, which is significantly lower than AVEFX's 1.11% return.
EVFCX
- 1D
- 1.28%
- 1M
- -2.93%
- YTD
- -0.48%
- 6M
- 0.37%
- 1Y
- 9.16%
- 3Y*
- 5.84%
- 5Y*
- 2.35%
- 10Y*
- —
AVEFX
- 1D
- 0.00%
- 1M
- -2.13%
- YTD
- 1.11%
- 6M
- 1.57%
- 1Y
- 3.58%
- 3Y*
- 5.44%
- 5Y*
- 3.14%
- 10Y*
- 3.91%
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EVFCX vs. AVEFX - Expense Ratio Comparison
EVFCX has a 1.07% expense ratio, which is higher than AVEFX's 0.41% expense ratio.
Return for Risk
EVFCX vs. AVEFX — Risk / Return Rank
EVFCX
AVEFX
EVFCX vs. AVEFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and Ave Maria Bond Fund (AVEFX). 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.
| EVFCX | AVEFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 1.15 | +0.29 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.64 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.65 | +0.47 |
Martin ratioReturn relative to average drawdown | 8.31 | 5.64 | +2.67 |
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
| EVFCX | AVEFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 1.15 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.76 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.98 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 1.11 | -0.48 |
Correlation
The correlation between EVFCX and AVEFX is 0.73, 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
EVFCX vs. AVEFX - Dividend Comparison
EVFCX's dividend yield for the trailing twelve months is around 2.84%, less than AVEFX's 3.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | 2.84% | 2.83% | 1.81% | 3.66% | 2.06% | 12.38% | 1.68% | 2.17% | 6.26% | 4.47% | 0.76% | 0.00% |
AVEFX Ave Maria Bond Fund | 3.10% | 3.51% | 2.94% | 2.47% | 3.59% | 2.32% | 2.43% | 3.31% | 3.21% | 2.04% | 2.94% | 1.89% |
Drawdowns
EVFCX vs. AVEFX - Drawdown Comparison
The maximum EVFCX drawdown since its inception was -19.11%, which is greater than AVEFX's maximum drawdown of -10.24%. Use the drawdown chart below to compare losses from any high point for EVFCX and AVEFX.
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Drawdown Indicators
| EVFCX | AVEFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.11% | -10.24% | -8.87% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -2.52% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -13.38% | -8.02% | -5.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -10.24% | — |
Current DrawdownCurrent decline from peak | -3.30% | -2.44% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -0.96% | -2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 0.74% | +0.42% |
Volatility
EVFCX vs. AVEFX - Volatility Comparison
E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) has a higher volatility of 3.04% compared to Ave Maria Bond Fund (AVEFX) at 1.16%. This indicates that EVFCX's price experiences larger fluctuations and is considered to be riskier than AVEFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFCX | AVEFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 1.16% | +1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 4.36% | 2.17% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.59% | 3.44% | +3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.60% | 4.14% | +1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.55% | 4.01% | +2.54% |