Ave Maria Growth Fund (AVEGX.O)

At A Glance

You hold AVEGX.O in 0 portfolios

Net Asset Value

40.43USD

 0.38 +0.95%

09/22/2020

Category
US Diversified Equity
YTD Return (Cumulative)
 6.39%
Classification
Multi-Cap Growth
5 Year Return (Annualized)
 15.58%
Manager Benchmark
Lipper Mlt-Cap Growth IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Total Return Performance (as of Sep 22, 2020)

Cumulative Performance
Fund or Index1 Day1 Week4 Weeks13 WeeksYTD1 Year
AVEGX.O 0.95% 2.67% 2.25% 6.09% 6.39% 12.34%

Lipper Mlt-Cap Growth IX

 1.41% 1.30% 2.40% 9.10% 22.40% 31.90%
Percentile Rank
AVEGX.O vs. Category
899243838588
Annualized Performance
3 Year5 Year10 YearSince Inception
AVEGX.O 15.62% 15.21% 14.31% 11.69%
May 01, 2003

Lipper Mlt-Cap Growth IX

 18.90% 16.40% 15.40%--
Percentile Rank
AVEGX.O vs. Category
634958--

Quarter-To-Quarter

AVEGX.O
vs.
Equity Funds

Lipper Leaders Rating Overall

Total
Return
Consistent
Return
Capital
Preservation
ExpenseTax
Efficiency
Overview
Overall Rating
Peers with Rating*
461 Funds
460 Funds
12131 Funds
126 Funds
461 Funds

AVEGX.O Performance

1 Year
(Cumulative)
Category Range
SEC Performance
as of Aug 31, 2020
 17.15%
After Tax
Pre-Liquidation
as of Aug 31, 2020
 16.69%
After Tax
Post-Liquidation
as of Aug 31, 2020
 10.43%

Distributions

1 YR Dividend Income / Share(by US Dollar)

AVEGX.O returned $0.65 in dividend income over the past year which was  Above the median for the US Diversified Equity and is in the 36th percentile of funds in this category.
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