For the three months ended March 31, 2026, the total return on the Ave Maria Bond Fund was 1.44%, compared to the Bloomberg Intermediate U. S. Government/Credit Index at -0.02%.
Relative results were driven by the Fund's emphasis on high-quality, short maturity fixed income holdings, which outperformed lower quality, longer duration bonds during the quarter.
Notable individual performers for the quarter included the common stocks of Texas Pacific Land Corporation, Exxon Mobil Corporation, and Chevron Corporation, which increased by 65%, 42%, and 37%, respectively.
Corporate credit spreads began widening in February and continued to do so through quarter end.
The Fund will continue to be managed in a conservative manner by keeping bond maturities in the short-to-intermediate range and the credit quality high.
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For the three months ended March 31, 2026, the total return on the Ave Maria Bond Fund (AVEFX) was 1.44%, compared to the Bloomberg Intermediate U. S. Government/Credit Index at -0.02% and the Bloomberg U. S. Aggregate Bond Index at -0.05%. The returns
