Nasdaq - Delayed Quote USD

Ave Maria Growth (AVEGX)

46.75 +0.35 (+0.75%)
At close: April 26 at 8:01 PM EDT

Fund Summary

The fund invests primarily in common stocks of companies believed by the Adviser to offer above-average potential for growth in revenues, profits or cash flow. Dividend and interest income are secondary considerations in investment selection. Under normal circumstances, all of its equity investments and at least 80% of the fund's net assets will be invested in companies meeting its religious criteria. The fund may invest in companies of all sizes, including small and mid-capitalization companies.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 37.09%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 4

Performance & Risk

YTD Return 4.56%
5y Average Return 10.81%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
AVEGXCategory AverageAVEGXCategory AverageAVEGXCategory Average
Alpha -3.58 0.03 -2.55 0.04 -0.96 0.01
BETA 1.11 0.01 1.07 0.01 1.04 0.01
Mean Annual Return 0.82 0.02 1.18 0.02 1.07 0.01
R-squared 90.08 0.89 91.25 0.87 89.96 0.87
Standard Deviation 20.53 0.2 20.52 0.16 16.56 0.15
Sharpe Ratio 0.34 0.01 0.58 0.01 0.69 0.01
Treynor Ratio 4.65 0.21 9.92 0.21 10.27 0.15

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