Ave Maria Rising Dividend Fund Q2 2025 Commentary
2025-08-08 05:30:00 ET
For the three months ended June 30, 2025, the total return on the Ave Maria Rising Dividend Fund ( AVEDX ) was -0.12, compared to the S&P 500® Dividend Aristocrats Index at -0.75% and the S&P 500® Index at 10.94%. The returns for the Ave Maria Rising Dividend Fund compared to its benchmarks as of the end of the quarter were:
Year to Date | 1 Yr. | 3 Yrs.^ | 5 Yrs.^ | 10 Yrs.^ | Since Inception^* | Prospectus Expense Ratio | |
Ave Maria Rising Dividend Fund | 3.65% | 11.27% | 13.36% | 13.77% | 10.19% | 9.73% | 0.90% |
S&P 500® Dividend Aristocrats Index | 2.42% | 7.33% | 8.32% | 11.08% | 10.15% | 10.32% | |
S&P 500® Index | 6.20% | 15.16% | 19.71% | 16.64% | 13.65% | 10.80% | |
^ Annualized * Since Inception date is 5-2-2005 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. |
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Ave Maria Rising Dividend Fund Q2 2025 Commentary
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