SCORX vs. AVEFX
Compare and contrast key facts about Sextant Core Fund (SCORX) and Ave Maria Bond Fund (AVEFX).
SCORX is managed by Sextant Mutual Funds. It was launched on Mar 29, 2007. AVEFX is managed by Ave Maria Mutual Funds. It was launched on Apr 30, 2003.
Performance
SCORX vs. AVEFX - Performance Comparison
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SCORX vs. AVEFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCORX Sextant Core Fund | -1.03% | 14.20% | 9.80% | 9.85% | -10.39% | 12.12% | 10.37% | 20.01% | -4.61% | 14.58% |
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, SCORX achieves a -1.03% return, which is significantly lower than AVEFX's 1.11% return. Over the past 10 years, SCORX has outperformed AVEFX with an annualized return of 7.45%, while AVEFX has yielded a comparatively lower 3.91% annualized return.
SCORX
- 1D
- -0.05%
- 1M
- -6.43%
- YTD
- -1.03%
- 6M
- -0.80%
- 1Y
- 13.85%
- 3Y*
- 9.87%
- 5Y*
- 5.99%
- 10Y*
- 7.45%
AVEFX
- 1D
- 0.08%
- 1M
- -2.44%
- YTD
- 1.11%
- 6M
- 1.65%
- 1Y
- 3.91%
- 3Y*
- 5.44%
- 5Y*
- 3.20%
- 10Y*
- 3.91%
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SCORX vs. AVEFX - Expense Ratio Comparison
SCORX has a 0.90% expense ratio, which is higher than AVEFX's 0.41% expense ratio.
Return for Risk
SCORX vs. AVEFX — Risk / Return Rank
SCORX
AVEFX
SCORX vs. AVEFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Core Fund (SCORX) 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.
| SCORX | AVEFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.21 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.98 | 1.74 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.22 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.71 | +0.26 |
Martin ratioReturn relative to average drawdown | 7.45 | 6.00 | +1.44 |
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
| SCORX | AVEFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.21 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.78 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.98 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 1.11 | -0.61 |
Correlation
The correlation between SCORX and AVEFX is 0.74, 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
SCORX vs. AVEFX - Dividend Comparison
SCORX's dividend yield for the trailing twelve months is around 2.17%, less than AVEFX's 3.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCORX Sextant Core Fund | 2.17% | 2.14% | 2.78% | 1.61% | 1.51% | 3.13% | 1.42% | 5.99% | 1.43% | 1.36% | 1.48% | 4.95% |
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
SCORX vs. AVEFX - Drawdown Comparison
The maximum SCORX drawdown since its inception was -32.34%, which is greater than AVEFX's maximum drawdown of -10.24%. Use the drawdown chart below to compare losses from any high point for SCORX and AVEFX.
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Drawdown Indicators
| SCORX | AVEFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.34% | -10.24% | -22.10% |
Max Drawdown (1Y)Largest decline over 1 year | -6.82% | -2.52% | -4.30% |
Max Drawdown (5Y)Largest decline over 5 years | -17.05% | -8.02% | -9.03% |
Max Drawdown (10Y)Largest decline over 10 years | -21.10% | -10.24% | -10.86% |
Current DrawdownCurrent decline from peak | -6.62% | -2.44% | -4.18% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -0.96% | -3.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 0.72% | +1.09% |
Volatility
SCORX vs. AVEFX - Volatility Comparison
Sextant Core Fund (SCORX) has a higher volatility of 3.53% compared to Ave Maria Bond Fund (AVEFX) at 1.18%. This indicates that SCORX'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
| SCORX | AVEFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 1.18% | +2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 6.52% | 2.17% | +4.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.43% | 3.44% | +6.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.10% | 4.14% | +4.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.69% | 4.01% | +5.68% |