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Ave Maria Value (AVEMX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.83-0.05 (-0.25%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating
Year-to-Date Return2.82%
5-Year Average Return4.96%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (Apr 29, 2017)37.60%
Worst 1 Yr Total Return (Apr 29, 2017)-36.83%
Best 3-Yr Total Return37.60%
Worst 3-Yr Total Return-11.54%

Trailing Returns (%) Vs. Benchmarks

ReturnAVEMXCategory
YTD2.82%4.81%
1-Month-0.76%0.60%
3-Month1.13%2.89%
1-Year13.58%16.86%
3-Year0.29%6.93%
5-Year4.96%11.74%
10-Year3.06%6.41%
Last Bull Market25.51%25.12%
Last Bear Market-19.85%-22.32%

Annual Total Return (%) History

Year
AVEMXCategory
2017
N/AN/A
2016
16.44%14.14%
2015
-17.68%-4.75%
2014
2.86%7.80%
2013
26.24%34.10%
2012
13.34%16.15%
2011
-1.34%-3.81%
2010
20.54%22.52%
2009
37.60%37.39%
2008
-36.83%-39.18%
2007
-4.03%4.85%
2006
14.19%14.03%
2005
5.79%9.25%
2004
20.10%16.30%
2003
35.55%36.28%
2002
-9.81%-16.55%
2001
N/A-3.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.61%N/AN/AN/A
20160.79%2.78%6.82%5.23%
20150.35%-2.45%-12.43%-3.97%
20141.98%1.76%-5.36%4.74%
20139.96%-0.36%5.95%8.75%
201212.84%-5.03%5.76%0.00%
20119.38%0.33%-18.42%10.20%
20104.33%-7.52%11.04%12.52%
2009-11.50%22.46%19.65%6.12%
2008-7.77%-2.34%-5.59%-25.71%
20073.45%5.74%-5.04%-7.61%
20069.76%-3.93%0.00%8.29%
20050.00%1.30%1.89%2.49%
20048.63%1.44%0.36%8.60%
2003-6.23%19.59%8.47%11.43%
20026.38%-2.06%-15.81%2.82%
2001-9.74%12.49%N/AN/A

Rank In Category (By Total Return)

YTD84
1-Month91
3-Month87
1-Year82
3-Year97
5-Year99

Load Adjusted Returns

1-Year13.58%
3-Year0.29%
5-Year4.96%
10-Year3.06%