Ave Maria Financials
| AVEFX Fund | USD 12.18 0.01 0.08% |
Ave |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ave Maria Fund Summary
Ave Maria competes with Pgim Jennison, Thrivent Natural, Fidelity Advisor, Invesco Energy, and Cohen Steers. The fund invests primarily in investment-grade debt securities of domestic issuers, including the U.S. government and its agencies and instrumentalities, corporations and municipalities and money market instruments. It may invest up to 20 percent of its net assets in equity securities of domestic or foreign issuers of any market capitalization.Specialization | Allocation--15% to 30% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8085305055 |
| Business Address | CO Ultimus Fund |
| Mutual Fund Family | Ave Maria Mutual Funds |
| Mutual Fund Category | Allocation--15% to 30% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 888 726 9331 |
| Currency | USD - US Dollar |
Ave Maria Key Financial Ratios
Ave Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ave Maria's current stock value. Our valuation model uses many indicators to compare Ave Maria value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ave Maria competition to find correlations between indicators driving Ave Maria's intrinsic value. More Info.Ave Maria Bond is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ave Maria Bond is roughly 5.91 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ave Maria's earnings, one of the primary drivers of an investment's value.Ave Maria Bond Systematic Risk
Ave Maria's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ave Maria volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Ave Maria Bond correlated with the market. If Beta is less than 0 Ave Maria generally moves in the opposite direction as compared to the market. If Ave Maria Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ave Maria Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ave Maria is generally in the same direction as the market. If Beta > 1 Ave Maria moves generally in the same direction as, but more than the movement of the benchmark.
Ave Maria January 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ave Maria help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ave Maria Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ave Maria Bond based on widely used predictive technical indicators. In general, we focus on analyzing Ave Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ave Maria's daily price indicators and compare them against related drivers.
| Information Ratio | (0.23) | |||
| Maximum Drawdown | 1.32 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.3328 |
Other Information on Investing in Ave Mutual Fund
Ave Maria financial ratios help investors to determine whether Ave Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ave with respect to the benefits of owning Ave Maria security.
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |