Singapore markets closed

Ave Maria Growth (AVEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
46.40-0.06 (-0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.78%
5-year average return10.74%
Number of years up16
Number of years down4
Best 1-yr total return (24 Apr 2024)37.09%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return37.09%
Worst 3-yr total return3.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAVEGXCategory
YTD9.17%12.38%
1-month4.68%5.09%
3-month9.17%10.28%
1-year30.15%41.70%
3-year8.11%22.56%
5-year12.72%21.98%
10-year12.11%15.99%
Last bull market34.75%25.99%
Last bear market-15.44%-17.29%

Annual total return (%) history

Year
AVEGXCategory
2024
N/AN/A
2023
30.29%N/A
2022
-21.23%N/A
2021
17.55%N/A
2020
18.37%35.86%
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
20249.17%N/AN/AN/A
20239.29%8.55%-3.88%14.25%
2022-10.84%-15.44%-5.80%10.91%
20214.24%9.14%-1.17%4.55%
2020-20.45%24.35%8.41%10.38%
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)

YTD81
1-month1
3-month81
1-year79
3-year61
5-year81

Load adjusted returns

1-year30.15%
3-year8.11%
5-year12.72%
10-year12.11%