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Ave Maria Rising Dividend (AVEDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.94+0.05 (+0.23%)
At close: 05:12PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.70%
5-Year Average Return10.02%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Apr 24, 2024)33.85%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return33.85%
Worst 3-Yr Total Return5.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAVEDXCategory
YTD7.30%14.84%
1-Month3.48%1.65%
3-Month7.30%7.55%
1-Year20.85%40.47%
3-Year9.54%16.77%
5-Year11.56%16.15%
10-Year9.81%13.21%
Last Bull Market37.48%24.09%
Last Bear Market-11.73%-17.61%

Annual Total Return (%) History

Year
AVEDXCategory
2024
N/AN/A
2023
13.19%N/A
2022
-5.28%N/A
2021
25.35%N/A
2020
6.45%15.83%
2019
27.58%28.78%
2018
-4.80%-6.27%
2017
16.82%20.44%
2016
15.33%10.37%
2015
-5.89%-1.07%
2014
9.28%10.96%
2013
33.85%31.50%
2012
13.89%14.96%
2011
4.63%-1.27%
2010
17.90%14.01%
2009
25.29%28.17%
2008
-22.79%-37.79%
2007
-0.59%6.16%
2006
17.89%14.17%
2005
N/A5.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.30%N/AN/AN/A
20230.49%4.73%-1.73%9.43%
2022-1.11%-11.73%-3.06%11.94%
20219.73%6.08%-1.01%8.79%
2020-26.87%21.75%6.90%11.85%
201913.32%3.71%3.04%5.35%
2018-1.21%2.94%6.61%-12.19%
20174.65%0.73%3.86%6.70%
20163.36%4.92%2.80%3.45%
20150.34%-1.31%-8.91%4.33%
20141.38%5.31%-1.29%3.70%
201311.59%2.36%6.08%10.47%
20128.73%-2.62%5.03%2.42%
20118.78%2.02%-15.35%11.38%
20107.55%-8.90%10.26%9.13%
2009-10.59%14.81%15.51%5.66%
2008-3.58%-2.60%1.79%-19.23%
20073.26%4.82%-1.50%-6.76%
20066.70%-0.44%3.66%7.05%
20051.28%3.30%N/AN/A

Rank In Category (By Total Return)

YTD88
1-Month38
3-Month88
1-Year84
3-Year66
5-Year86

Load Adjusted Returns

1-Year20.85%
3-Year9.54%
5-Year11.56%
10-Year9.81%