FLUTX vs. AVERX

Last updated Aug 1, 2026

FLUTX (Fidelity Advisor Stock Selector Large Cap Value Fund Class M) and AVERX (Ave Maria Value Focused Fund) are both Large Cap Value Equities funds. Over the past year, FLUTX returned 25.57% vs 26.35% for AVERX. Their 0.48 correlation means their historical movements had little consistent relationship. FLUTX charges 1.32%/yr vs 1.26%/yr for AVERX.

Performance

FLUTX vs. AVERX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Stock Selector Large Cap Value Fund Class M (FLUTX) and Ave Maria Value Focused Fund (AVERX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FLUTX achieves a 13.43% return, which is significantly lower than AVERX's 20.05% return.

FLUTX

• 1D: 0.41%
• 1M: 2.31%
• 6M: 10.01%
• YTD: 13.43%
• 1Y: 25.57%
• 3Y*: 16.70%
• 5Y*: 11.42%
• 10Y*: 10.98%
• ALL TIME*: 7.55%

AVERX

• 1D: 0.72%
• 1M: 2.76%
• 6M: 8.76%
• YTD: 20.05%
• 1Y: 26.35%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 16.02%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AVERX Ave Maria Value Focused Fund	$0.00	$0.00	$0.00
FLUTX Fidelity Advisor Stock Selector Large Cap Value Fund Class M	$0.00	$0.00	$0.00

FLUTX vs. AVERX - Yearly Performance Comparison

	2026 (YTD)	2025
FLUTX Fidelity Advisor Stock Selector Large Cap Value Fund Class M	13.43%	18.75%
AVERX Ave Maria Value Focused Fund	20.05%	0.37%

Correlation

The correlation between FLUTX and AVERX is 0.46, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.46
Correlation (All Time) Calculated using the full available price history since Apr 28, 2025	0.48

Return for Risk

FLUTX vs. AVERX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FLUTX

FLUTX Risk / Return Rank: 86
FLUTX Sharpe Ratio Rank: 86
FLUTX Sortino Ratio Rank: 85
FLUTX Omega Ratio Rank: 80
FLUTX Calmar Ratio Rank: 88
FLUTX Martin Ratio Rank: 92

AVERX

AVERX Risk / Return Rank: 39
AVERX Sharpe Ratio Rank: 42
AVERX Sortino Ratio Rank: 40
AVERX Omega Ratio Rank: 37
AVERX Calmar Ratio Rank: 47
AVERX Martin Ratio Rank: 30

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FLUTX 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 M (FLUTX) 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.

	FLUTX	AVERX	Difference
Sharpe ratio: Return per unit of total volatility	2.13	1.20	+0.92
Sortino ratio: Return per unit of downside risk	3.07	1.71	+1.36
Omega ratio: Gain probability vs. loss probability	1.38	1.21	+0.17
Calmar ratio: Return relative to maximum drawdown	3.25	1.77	+1.48
Martin ratio: Return relative to average drawdown	13.43	4.33	+9.10

FLUTX vs. AVERX - Sharpe Ratio Comparison

The current FLUTX Sharpe Ratio is 2.13, which is higher than the AVERX Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of FLUTX and AVERX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FLUTX vs. AVERX - Drawdown Comparison

The maximum FLUTX drawdown since its inception was -59.38%, which is greater than AVERX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for FLUTX and AVERX.

Drawdown Indicators

	FLUTX	AVERX	Difference
Max Drawdown Largest peak-to-trough decline	-59.38%	-13.39%	-45.99%
Max Drawdown (1Y) Largest decline over 1 year	-7.09%	-13.39%	+6.30%
Max Drawdown (3Y) Largest decline over 3 years	-15.49%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-19.54%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-39.76%	—	—
Current Drawdown Current decline from peak	-0.79%	-6.61%	+5.82%
Average Drawdown Average peak-to-trough decline	-9.91%	-6.14%	-3.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.72%	5.47%	-3.75%

Volatility

FLUTX vs. AVERX - Volatility Comparison

The current volatility for Fidelity Advisor Stock Selector Large Cap Value Fund Class M (FLUTX) is 3.10%, while Ave Maria Value Focused Fund (AVERX) has a volatility of 4.67%. This indicates that FLUTX 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.

Volatility by Period

	FLUTX	AVERX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.10%	4.67%	-1.57%
Volatility (6M) Calculated over the trailing 6-month period	8.15%	14.50%	-6.35%
Volatility (1Y) Calculated over the trailing 1-year period	10.84%	19.78%	-8.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.35%	18.80%	-3.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.62%	18.80%	-1.18%

FLUTX vs. AVERX - Expense Ratio Comparison

FLUTX has a 1.32% expense ratio, which is higher than AVERX's 1.26% expense ratio.

Dividends

FLUTX vs. AVERX - Dividend Comparison

FLUTX's dividend yield for the trailing twelve months is around 8.47%, more than AVERX's 0.34% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVERX Ave Maria Value Focused Fund	0.34%	0.41%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FLUTX Fidelity Advisor Stock Selector Large Cap Value Fund Class M	8.47%	7.71%	10.00%	2.08%	7.89%	3.93%	1.67%	1.19%	6.98%	0.50%	0.73%	0.66%

Frequently Asked Questions

Can I hold both FLUTX and AVERX in my portfolio?

FLUTX and AVERX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FLUTX or AVERX?

AVERX has higher volatility (4.67%) compared to FLUTX (3.10%). In terms of maximum drawdown, FLUTX dropped -59.38% vs AVERX's -13.39%.

Which has better risk-adjusted returns?

FLUTX currently has the higher Sharpe Ratio (2.13 vs 1.20), 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.