VVV - Ave Maria Growth Fund Q1 2025 Commentary
2025-05-13 11:35:00 ET
Summary
- For the three months ended March 31, 2025, the total return on the Ave Maria Growth Fund was -1.65%, compared to the S&P 500 Index which returned -4.27%.
- In the first quarter, top contributors to return included O’Reilly Automotive, HEICO Corporation, Roper Technologies, Mastercard and Expand Energy.
- Our goal remains to purchase shares of exceptional companies at attractive prices with the expectation of earning favorable returns over the long run.
For the three months ended March 31, 2025, the total return on the Ave Maria Growth Fund ( AVEGX ) was -1.65%, compared to the S&P 500® Index which returned -4.27%. The returns for the Ave Maria Growth Fund compared to its benchmark as of March 31, 2025, were:
Year to Date |
1 Yr. |
3 Yrs.^ |
5 Yrs.^ |
10 Yrs.^ |
Since Inception^* |
Prospectus Expense Ratio |
Ave Maria Growth Fund |
-1.65% |
3.53% |
9.17% |
15.20% |
11.33% |
11.26% |
0.92% |
S&P 500® Index |
-4.27% |
8.25% |
9.06% |
18.59% |
12.50% |
10.74% |
^ Annualized * Since Inception date is 5-1-2003 Performance data quoted represents past performance, which is no guarantee of future results. Investment return and principal value are historical and may fluctuate so that redemption value may be worth more or less than the original cost. Current performance may be lower or higher than what is quoted. Call 1-866-AVE-MARIA for the most current month-end performance. |