REMIX vs. AVEFX

Last updated Aug 5, 2026

REMIX (Standpoint Multi-Asset Fund Investor Class) and AVEFX (Ave Maria Bond Fund) are both Diversified Portfolio funds. Over the past 5 years, REMIX returned 8.69%/yr vs 2.97%/yr for AVEFX. Their 0.37 correlation means their historical movements had little consistent relationship. REMIX charges 1.55%/yr vs 0.41%/yr for AVEFX.

Performance

REMIX vs. AVEFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Standpoint Multi-Asset Fund Investor Class (REMIX) and Ave Maria Bond Fund (AVEFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, REMIX achieves a 13.70% return, which is significantly higher than AVEFX's 1.84% return.

REMIX

• 1D: 0.30%
• 1M: 1.95%
• 6M: 9.76%
• YTD: 13.70%
• 1Y: 28.05%
• 3Y*: 10.91%
• 5Y*: 8.69%
• 10Y*: —
• ALL TIME*: 11.30%

AVEFX

• 1D: 0.16%
• 1M: 0.00%
• 6M: -0.15%
• YTD: 1.84%
• 1Y: 3.41%
• 3Y*: 5.63%
• 5Y*: 2.97%
• 10Y*: 3.78%
• ALL TIME*: 4.10%

*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)
AVEFX Ave Maria Bond Fund	$0.00	$0.00	$0.00
REMIX Standpoint Multi-Asset Fund Investor Class	$0.00	$0.00	$0.00

REMIX vs. AVEFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
REMIX Standpoint Multi-Asset Fund Investor Class	13.70%	3.85%	12.92%	5.53%	3.44%	19.81%	16.06%
AVEFX Ave Maria Bond Fund	1.84%	5.63%	5.71%	5.16%	-2.84%	4.38%	5.60%

Correlation

The correlation between REMIX and AVEFX is 0.16, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.16
Correlation (3Y) Balances recent behavior with more history.	0.23
Correlation (5Y) Shows whether the relationship held over a longer period.	0.27
Correlation (All Time) Calculated using the full available price history since Jan 2, 2020	0.37

Over the past year, the correlation between REMIX and AVEFX has dropped to 0.16 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.

Return for Risk

REMIX vs. AVEFX — Risk / Return Rank

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

REMIX

REMIX Risk / Return Rank: 89
REMIX Sharpe Ratio Rank: 91
REMIX Sortino Ratio Rank: 86
REMIX Omega Ratio Rank: 83
REMIX Calmar Ratio Rank: 94
REMIX Martin Ratio Rank: 89

AVEFX

AVEFX Risk / Return Rank: 29
AVEFX Sharpe Ratio Rank: 34
AVEFX Sortino Ratio Rank: 35
AVEFX Omega Ratio Rank: 32
AVEFX Calmar Ratio Rank: 26
AVEFX Martin Ratio Rank: 20

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.

REMIX vs. AVEFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Standpoint Multi-Asset Fund Investor Class (REMIX) 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.

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.

	REMIX	AVEFX	Difference
Sharpe ratio: Return per unit of total volatility	2.35	1.21	+1.14
Sortino ratio: Return per unit of downside risk	3.09	1.79	+1.30
Omega ratio: Gain probability vs. loss probability	1.41	1.21	+0.19
Calmar ratio: Return relative to maximum drawdown	4.15	1.30	+2.85
Martin ratio: Return relative to average drawdown	12.67	2.94	+9.73

REMIX vs. AVEFX - Sharpe Ratio Comparison

The current REMIX Sharpe Ratio is 2.35, which is higher than the AVEFX Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of REMIX and AVEFX, 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

REMIX vs. AVEFX - Drawdown Comparison

The maximum REMIX drawdown since its inception was -17.89%, which is greater than AVEFX's maximum drawdown of -10.24%. Use the drawdown chart below to compare losses from any high point for REMIX and AVEFX.

Drawdown Indicators

	REMIX	AVEFX	Difference
Max Drawdown Largest peak-to-trough decline	-17.89%	-10.24%	-7.65%
Max Drawdown (1Y) Largest decline over 1 year	-7.28%	-2.83%	-4.45%
Max Drawdown (3Y) Largest decline over 3 years	-17.89%	-2.83%	-15.06%
Max Drawdown (5Y) Largest decline over 5 years	-17.89%	-7.57%	-10.32%
Max Drawdown (10Y) Largest decline over 10 years	—	-10.24%	—
Current Drawdown Current decline from peak	-3.95%	-1.74%	-2.21%
Average Drawdown Average peak-to-trough decline	-3.33%	-0.98%	-2.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.38%	1.25%	+1.13%

Volatility

REMIX vs. AVEFX - Volatility Comparison

Standpoint Multi-Asset Fund Investor Class (REMIX) has a higher volatility of 2.87% compared to Ave Maria Bond Fund (AVEFX) at 1.04%. This indicates that REMIX'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.

Volatility by Period

	REMIX	AVEFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.87%	1.04%	+1.83%
Volatility (6M) Calculated over the trailing 6-month period	8.94%	2.40%	+6.54%
Volatility (1Y) Calculated over the trailing 1-year period	12.88%	3.05%	+9.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.65%	4.14%	+7.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.77%	4.03%	+7.74%

REMIX vs. AVEFX - Expense Ratio Comparison

REMIX has a 1.55% expense ratio, which is higher than AVEFX's 0.41% expense ratio.

Dividends

REMIX vs. AVEFX - Dividend Comparison

REMIX's dividend yield for the trailing twelve months is around 0.41%, less than AVEFX's 3.37% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVEFX Ave Maria Bond Fund	3.37%	3.51%	2.94%	2.47%	3.59%	2.32%	2.43%	3.31%	3.21%	2.04%	2.94%	1.89%
REMIX Standpoint Multi-Asset Fund Investor Class	0.41%	0.47%	5.52%	3.46%	2.48%	6.04%	1.09%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both REMIX and AVEFX in my portfolio?

REMIX and AVEFX have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, REMIX or AVEFX?

REMIX has higher volatility (2.87%) compared to AVEFX (1.04%). In terms of maximum drawdown, REMIX dropped -17.89% vs AVEFX's -10.24%.

Which has better risk-adjusted returns?

REMIX currently has the higher Sharpe Ratio (2.35 vs 1.21), 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.