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Ave Maria Growth Fund (AVEGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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40.61-0.40 (-0.98%)
At close: 8:01PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return9.79%
5-Year Average Return11.47%
Number of Years Up13
Number of Years Down3
Best 1 Yr Total Return (Feb. 3, 2019)37.09%
Worst 1 Yr Total Return (Feb. 3, 2019)-32.10%
Best 3-Yr Total Return37.09%
Worst 3-Yr Total Return-4.27%

Trailing Returns (%) Vs. Benchmarks

ReturnAVEGXCategory
YTD-1.08%7.84%
1-Month0.35%3.79%
3-Month24.35%27.43%
1-Year8.64%17.34%
3-Year14.79%15.95%
5-Year12.53%12.84%
10-Year14.35%15.12%
Last Bull Market27.89%25.76%
Last Bear Market-19.00%-17.31%

Annual Total Return (%) History

Year
AVEGXCategory
2020
N/AN/A
2019
37.09%31.90%
2018
-1.80%-2.09%
2017
27.36%27.67%
2016
12.07%3.23%
2015
-2.70%3.60%
2014
7.50%10.00%
2013
31.49%33.92%
2012
14.71%15.34%
2011
0.54%-2.46%
2010
26.45%15.53%
2009
26.44%35.68%
2008
-32.10%-40.67%
2007
11.61%13.35%
2006
15.76%7.05%
2005
0.34%6.71%
2004
21.47%7.81%
2003
N/A28.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-20.45%24.35%N/AN/A
201917.42%6.31%2.90%6.73%
20181.43%4.64%6.97%-13.51%
20178.51%3.35%5.77%7.38%
20165.52%1.33%3.51%1.27%
20153.19%-0.69%-6.91%1.99%
2014-0.13%-0.03%-0.60%8.33%
20139.11%0.58%9.26%9.66%
201214.85%-5.27%4.89%0.51%
20117.30%1.59%-17.27%11.49%
20107.56%-7.26%10.67%14.54%
2009-10.03%18.84%12.15%5.45%
2008-8.92%-0.29%-2.67%-23.18%
20074.18%4.40%1.39%1.21%
20068.67%1.29%-0.36%5.55%
2005-4.00%-1.53%2.61%3.44%
20044.21%2.95%2.49%10.46%
20033.00%12.39%N/AN/A

Rank In Category (By Total Return)

YTD84
1-Month96
3-Month67
1-Year81
3-Year61
5-Year57

Load Adjusted Returns

1-Year8.64%
3-Year14.79%
5-Year12.53%
10-Year14.35%