SBCPX vs. AVEFX
SBCPX (Franklin Multi-Asset Defensive Growth Fund) and AVEFX (Ave Maria Bond Fund) are both Diversified Portfolio funds. Over the past 10 years, SBCPX returned 4.84%/yr vs 3.82%/yr for AVEFX. Their 0.72 correlation means they have sometimes moved together and sometimes differently. SBCPX charges 0.52%/yr vs 0.41%/yr for AVEFX.
Performance
SBCPX vs. AVEFX - Performance Comparison
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Returns By Period
In the year-to-date period, SBCPX achieves a 3.95% return, which is significantly higher than AVEFX's 2.33% return. Over the past 10 years, SBCPX has outperformed AVEFX with an annualized return of 4.84%, while AVEFX has yielded a comparatively lower 3.82% annualized return.
SBCPX
- 1D
- 0.82%
- 1M
- -0.59%
- 6M
- 2.67%
- YTD
- 3.95%
- 1Y
- 9.54%
- 3Y*
- 8.46%
- 5Y*
- 3.58%
- 10Y*
- 4.84%
- ALL TIME*
- 5.03%
AVEFX
- 1D
- -0.24%
- 1M
- 0.49%
- 6M
- 0.49%
- YTD
- 2.33%
- 1Y
- 4.17%
- 3Y*
- 5.74%
- 5Y*
- 3.04%
- 10Y*
- 3.82%
- ALL TIME*
- 4.12%
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 |
| $0.00 | $0.00 | $0.00 |
SBCPX vs. AVEFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBCPX Franklin Multi-Asset Defensive Growth Fund | 3.95% | 10.80% | 7.76% | 10.29% | -13.81% | 5.87% | 8.80% | 13.64% | -3.87% | 8.02% |
AVEFX Ave Maria Bond Fund | 2.33% | 5.63% | 5.71% | 5.16% | -2.84% | 4.38% | 5.60% | 8.30% | 0.41% | 4.16% |
Correlation
The correlation between SBCPX and AVEFX 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 (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since May 6, 2003 | 0.72 |
Over the past year, the correlation between SBCPX and AVEFX has dropped to 0.46 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.
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Return for Risk
SBCPX vs. AVEFX — Risk / Return Rank
SBCPX
AVEFX
SBCPX vs. AVEFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Multi-Asset Defensive Growth Fund (SBCPX) 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.
| SBCPX | AVEFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.52 | +0.43 |
| Martin ratioReturn relative to average drawdown | 8.29 | 3.46 | +4.83 |
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Drawdowns
SBCPX vs. AVEFX - Drawdown Comparison
The maximum SBCPX drawdown since its inception was -32.37%, which is greater than AVEFX's maximum drawdown of -10.24%. Use the drawdown chart below to compare losses from any high point for SBCPX and AVEFX.
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Drawdown Indicators
| SBCPX | AVEFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.37% | -10.24% | -22.13% |
Max Drawdown (1Y)Largest decline over 1 year | -4.75% | -2.83% | -1.92% |
Max Drawdown (3Y)Largest decline over 3 years | -7.42% | -2.83% | -4.59% |
Max Drawdown (5Y)Largest decline over 5 years | -20.66% | -7.57% | -13.09% |
Max Drawdown (10Y)Largest decline over 10 years | -20.66% | -10.24% | -10.42% |
Current DrawdownCurrent decline from peak | -1.11% | -1.26% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -3.10% | -0.98% | -2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 1.24% | -0.13% |
Volatility
SBCPX vs. AVEFX - Volatility Comparison
Franklin Multi-Asset Defensive Growth Fund (SBCPX) has a higher volatility of 1.87% compared to Ave Maria Bond Fund (AVEFX) at 0.84%. This indicates that SBCPX'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
| SBCPX | AVEFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.87% | 0.84% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 5.35% | 2.32% | +3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.40% | 3.00% | +3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.77% | 4.13% | +3.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.05% | 4.02% | +3.03% |
SBCPX vs. AVEFX - Expense Ratio Comparison
SBCPX has a 0.52% expense ratio, which is higher than AVEFX's 0.41% expense ratio.
Dividends
SBCPX vs. AVEFX - Dividend Comparison
SBCPX's dividend yield for the trailing twelve months is around 8.26%, more than AVEFX's 3.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEFX Ave Maria Bond Fund | 3.35% | 3.51% | 2.94% | 2.47% | 3.59% | 2.32% | 2.43% | 3.31% | 3.21% | 2.04% | 2.94% | 1.89% |
SBCPX Franklin Multi-Asset Defensive Growth Fund | 8.26% | 5.17% | 3.25% | 2.36% | 6.06% | 5.14% | 3.25% | 4.08% | 4.18% | 7.15% | 3.37% | 2.28% |
Frequently Asked Questions
SBCPX and AVEFX 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.
SBCPX has higher volatility (1.87%) compared to AVEFX (0.84%). In terms of maximum drawdown, SBCPX dropped -32.37% vs AVEFX's -10.24%.
SBCPX currently has the higher Sharpe Ratio (1.45 vs 1.44), 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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