Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVEWX (AVE MARIA WORLD EQUITY FUND AVE MARIA WORLD EQUITY FUND) | 11.51% | 14.42% | 12.00% | 7.67% | 9.26% | 7.46% | NA | … | … |
Data as of 06/15/2026, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVEWX (AVE MARIA WORLD EQUITY FUND AVE MARIA WORLD EQUITY FUND) | 05/04/2010 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.39 | 14.42 | 12.00 | 7.67 | 9.26 | 7.46 | NA | … | … | 11.51 | 10.57 | 4.63 | 24.96 | -15.48 | 21.06 | -0.15 | 27.66 | -8.87 | 17.88 | 8.72 | -4.77 | 0.51 | 23.45 | 13.83 | -9.60 | 12.40 |
| Sharpe Ratio | NA | 0.58 | 0.55 | 0.28 | 0.40 | NA | NA | … | … | 1.11 | 0.42 | 0.07 | 1.52 | -0.75 | 1.59 | -0.01 | 2.20 | -0.69 | 2.56 | 0.58 | -0.33 | 0.05 | 2.11 | 0.97 | -0.40 | 1.24 |
| Standard Deviation(%) | NA | 16.39 | 16.28 | 17.27 | 18.30 | NA | NA | … | … | 19.15 | 18.51 | 13.71 | 14.11 | 22.62 | 13.24 | 35.53 | 11.91 | 14.90 | 6.75 | 14.65 | 14.60 | 10.78 | 11.11 | 14.39 | 24.31 | 15.34 |
| Draw Down(%) | NA | 10.31 | 17.03 | 25.35 | 40.26 | NA | NA | … | … | 10.31 | 16.37 | 7.31 | 13.76 | 25.35 | 6.21 | 40.26 | 5.53 | 18.57 | 3.05 | 10.84 | 15.89 | 10.65 | 6.36 | 12.94 | 25.67 | 6.43 |
| Yield(%) | 0.00 | 2.54 | 2.66 | 1.90 | 3.10 | 3.05 | 2.61 | … | … | 0.00 | 2.74 | 0.97 | 4.62 | 0.99 | 0.42 | 0.47 | 5.59 | 4.21 | 3.45 | 2.12 | 1.75 | 5.52 | 2.11 | 0.46 | 0.45 | 0.00 |
Data as of 06/15/2026, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVEWX (AVE MARIA WORLD EQUITY FUND AVE MARIA WORLD EQUITY FUND) |
-2.38%
Mar 2017 – Mar 2020 |
0.00%
Mar 2015 – Mar 2020 |
4.73%
Oct 2013 – Oct 2023 |
6.26%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVEWX (AVE MARIA WORLD EQUITY FUND AVE MARIA WORLD EQUITY FUND) |
18.97%
Sep 2022 – Sep 2025 |
12.86%
Oct 2020 – Oct 2025 |
9.54%
Feb 2016 – Feb 2026 |
8.08%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart