FLUAX vs. AVERX
FLUAX (Fidelity Advisor Stock Selector Large Cap Value Fund Class A) and AVERX (Ave Maria Value Focused Fund) are both Large Cap Value Equities funds. Over the past year, FLUAX returned 19.34% vs 15.74% for AVERX. At a 0.50 correlation, their price movements are largely independent. FLUAX charges 1.06%/yr vs 1.26%/yr for AVERX.
Performance
FLUAX vs. AVERX - Performance Comparison
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Returns By Period
In the year-to-date period, FLUAX achieves a 9.63% return, which is significantly lower than AVERX's 15.85% return.
FLUAX
- 1D
- 0.43%
- 1M
- 2.14%
- 6M
- 9.63%
- YTD
- 9.63%
- 1Y
- 19.34%
- 3Y*
- 17.08%
- 5Y*
- 10.88%
- 10Y*
- 11.09%
AVERX
- 1D
- -2.61%
- 1M
- -1.09%
- 6M
- 15.85%
- YTD
- 15.85%
- 1Y
- 15.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FLUAX vs. AVERX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
FLUAX Fidelity Advisor Stock Selector Large Cap Value Fund Class A | 9.63% | 18.98% |
AVERX Ave Maria Value Focused Fund | 15.85% | 0.37% |
Correlation
The correlation between FLUAX and AVERX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2025 | 0.50 |
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Return for Risk
FLUAX vs. AVERX — Risk / Return Rank
FLUAX
AVERX
FLUAX vs. AVERX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Large Cap Value Fund Class A (FLUAX) 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.
| FLUAX | AVERX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.01 | ||
| Sortino ratioReturn per unit of downside risk | +1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.15 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.79 | 1.24 | +1.55 |
| Martin ratioReturn relative to average drawdown | 11.19 | 3.19 | +8.00 |
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Drawdowns
FLUAX vs. AVERX - Drawdown Comparison
The maximum FLUAX drawdown since its inception was -59.15%, which is greater than AVERX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for FLUAX and AVERX.
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Drawdown Indicators
| FLUAX | AVERX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.15% | -13.39% | -45.76% |
Max Drawdown (1Y)Largest decline over 1 year | -7.05% | -13.39% | +6.34% |
Max Drawdown (3Y)Largest decline over 3 years | -15.57% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.72% | — | — |
Current DrawdownCurrent decline from peak | -0.46% | -9.87% | +9.41% |
Average DrawdownAverage peak-to-trough decline | -9.69% | -6.04% | -3.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 5.19% | -3.44% |
Volatility
FLUAX vs. AVERX - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector Large Cap Value Fund Class A (FLUAX) is 3.33%, while Ave Maria Value Focused Fund (AVERX) has a volatility of 6.62%. This indicates that FLUAX 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
| FLUAX | AVERX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 6.62% | -3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.16% | 15.20% | -7.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.70% | 19.88% | -9.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.45% | 19.13% | -3.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 19.13% | -1.48% |
FLUAX vs. AVERX - Expense Ratio Comparison
FLUAX has a 1.06% expense ratio, which is lower than AVERX's 1.26% expense ratio.
Dividends
FLUAX vs. AVERX - Dividend Comparison
FLUAX's dividend yield for the trailing twelve months is around 9.00%, more than AVERX's 0.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVERX Ave Maria Value Focused Fund | 0.35% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FLUAX Fidelity Advisor Stock Selector Large Cap Value Fund Class A | 9.00% | 7.97% | 10.24% | 2.27% | 8.11% | 4.19% | 1.94% | 1.45% | 7.28% | 0.79% | 1.06% | 0.98% |
Frequently Asked Questions
FLUAX and AVERX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVERX has higher volatility (6.62%) compared to FLUAX (3.33%). In terms of maximum drawdown, FLUAX dropped -59.15% vs AVERX's -13.39%.
FLUAX currently has the higher Sharpe Ratio (1.84 vs 0.84), 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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