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    More On AVALX


    Aegis Value (AVALX)

    15.09 Down 0.17(1.11%) Jul 25

    Performance Overview as of Jun 29, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:46.18%
    5-Year Average Return:4.56%
    Number of Years Up:12
    Number of Years Down:5
    Best 1 Yr Total Return (2009-12-31):91.44%
    Worst 1 Yr Total Return (2008-12-31):-51.36%
    Best 3-Yr Total Return (N/A):33.51%
    Worst 3-Yr Total Return (N/A):-19.28%
    Load Adjusted Returns 
    1-Year:8.05%
    3-Year:-2.78%
    5-Year:4.56%
    10-Year:4.99%
    Trailing Returns (%) vs. Benchmarks 
    ReturnAVALXCategoryDiffIndex*Diff
    Year To Date46.18N/AN/AN/AN/A
    1-Month2.32N/AN/AN/AN/A
    3-Month17.89N/AN/AN/AN/A
    1-Year8.05N/AN/AN/AN/A
    3-Year-2.78N/AN/AN/AN/A
    5-Year4.56N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)24.09N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-23.67N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearAVALXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -24.00N/AN/A
    2014
     
    -25.88N/AN/A
    2013
     
    35.24N/AN/A
    2012
     
    25.14N/AN/A
    2011
     
    -3.27N/AN/A
    2010
     
    28.51N/AN/A
    2009
     
    91.44N/AN/A
    2008
     
    -51.36N/AN/A
    2007
     
    -8.20N/AN/A
    2006
     
    17.79N/AN/A
    2005
     
    3.85N/AN/A
    2004
     
    13.48N/AN/A
    2003
     
    35.75N/AN/A
    2002
     
    1.35N/AN/A
    2001
     
    42.66N/AN/A
    2000
     
    14.67N/AN/A
    1999
     
    9.55N/AN/A
    1998N/AN/AN/A
    Past Quarterly Returns (%) for AVALX 
    Q1Q2Q3Q4
    201624.0017.89N/AN/A
    2015-5.198.45-15.88-12.13
    2014-1.464.39-14.98-15.25
    201316.843.737.303.99
    201210.38-1.957.887.18
    201110.71-2.55-20.1912.35
    201012.51-10.248.6117.16
    2009-15.1748.4941.077.73
    2008-2.043.58-8.05-47.87
    20077.365.04-12.00-7.49
    20065.661.45-2.3712.55
    2005-1.322.68-2.395.01
    20045.250.680.067.03
    2003-6.9520.9710.189.47
    20023.921.70-9.245.65
    200116.0812.25-0.179.66
    20002.847.510.003.72
    1999-4.6019.38-1.61-2.23
    1998-9.0311.91N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date1N/A
    1-Month4N/A
    3-Month1N/A
    6-Month1N/A
    1-Year1N/A
    3-Year98N/A
    5-Year93N/A