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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.45% | | 5-Year Average Return: | -0.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.59% | |
Worst 1-Yr Total Return (2008): | -40.34% | |
Best 3-Yr Total Return (2004-6): | 10.70% | |
Worst 3-Yr Total Return (2006-8): | -11.16% |
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| 1-Year: | -11.37% | | 3-Year: | -7.19% | | 5-Year: | -0.14% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFVBX | Category | Diff | Index* | Diff | | Year To Date | 21.45 | 18.65 | 2.8 | 17.05 | 4.4 | | 1-Month | -1.71 | -2.18 | 0.47 | -1.86 | 0.15 | | 3-Month | 6.63 | 5.08 | 1.55 | 5.48 | 1.15 | | 1-Year | 10.62 | 11.86 | -1.24 | 9.80 | 0.82 | | 3-Year | -7.90 | -6.78 | -1.12 | -7.02 | -0.88 | | 5-Year | -0.27 | 0.49 | -0.76 | 0.33 | -0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.71 | 45.26 | 11.45 | 45.76 | 10.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.58 | -15.99 | -2.59 | -18.25 | -0.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.34 | -37.79 | -2.55 | | 2007 | | | 3.46 | 6.16 | -2.70 | | 2006 | | | 13.59 | 14.17 | -0.58 | | 2005 | | | 8.24 | 5.88 | 2.36 | | 2004 | | | 10.33 | 10.02 | 0.31 | | 2003 | | | 28.04 | 27.05 | 0.99 | | 2002 | | | -18.18 | -22.25 | 4.07 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.69 | 21.11 | 16.86 | N/A | | 2008 | -9.17 | -2.94 | -10.02 | -24.80 | | 2007 | -0.32 | 6.67 | -0.60 | -2.11 | | 2006 | 2.25 | 0.34 | 3.04 | 7.46 | | 2005 | 0.00 | 1.12 | 3.15 | 3.77 | | 2004 | 3.51 | 0.20 | -1.20 | 7.66 | | 2003 | -5.03 | 16.16 | 1.20 | 14.69 | | 2002 | -1.95 | -9.27 | -13.14 | 5.88 | | 2001 | N/A | N/A | -13.22 | 10.00 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 503 | 2013 | 24.99 | | 1-Month | 844 | 2110 | 40.00 | | 3-Month | 522 | 2090 | 24.98 | | 6-Month | 368 | 2049 | 17.96 | | 1-Year | 688 | 1999 | 34.42 | | 3-Year | 1000 | 1694 | 59.03 | | 5-Year | 729 | 1352 | 53.92 |
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0.22% Nasdaq 
Performance
