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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.32% | | 5-Year Average Return: | -0.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.55% | |
Worst 1-Yr Total Return (2008): | -40.29% | |
Best 3-Yr Total Return (2004-6): | 10.66% | |
Worst 3-Yr Total Return (2006-8): | -11.11% |
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| 1-Year: | -8.12% | | 3-Year: | -6.47% | | 5-Year: | 0.14% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFVCX | Category | Diff | Index* | Diff | | Year To Date | 21.32 | 18.65 | 2.67 | 17.05 | 4.27 | | 1-Month | -1.46 | -2.18 | 0.72 | -1.86 | 0.4 | | 3-Month | 6.60 | 5.08 | 1.52 | 5.48 | 1.12 | | 1-Year | 10.59 | 11.86 | -1.27 | 9.80 | 0.79 | | 3-Year | -7.91 | -6.78 | -1.13 | -7.02 | -0.89 | | 5-Year | -0.27 | 0.49 | -0.76 | 0.33 | -0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.49 | 45.26 | 11.23 | 45.76 | 10.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.70 | -15.99 | -2.71 | -18.25 | -0.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.29 | -37.79 | -2.50 | | 2007 | | | 3.61 | 6.16 | -2.55 | | 2006 | | | 13.55 | 14.17 | -0.62 | | 2005 | | | 8.21 | 5.88 | 2.33 | | 2004 | | | 10.29 | 10.02 | 0.27 | | 2003 | | | 28.23 | 27.05 | 1.18 | | 2002 | | | -18.32 | -22.25 | 3.93 | | 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
AFVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.91 | 21.03 | 16.81 | N/A | | 2008 | -9.12 | -3.10 | -9.98 | -24.68 | | 2007 | -0.16 | 6.64 | -0.59 | -2.11 | | 2006 | 2.24 | 0.34 | 3.03 | 7.43 | | 2005 | 0.00 | 1.12 | 3.14 | 3.76 | | 2004 | 3.50 | 0.20 | -1.19 | 7.63 | | 2003 | -4.75 | 16.07 | 1.19 | 14.62 | | 2002 | -1.94 | -9.45 | -12.86 | 5.57 | | 2001 | N/A | N/A | -12.81 | 9.95 | | 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 | 523 | 2013 | 25.98 | | 1-Month | 865 | 2110 | 41.00 | | 3-Month | 543 | 2090 | 25.98 | | 6-Month | 389 | 2049 | 18.98 | | 1-Year | 703 | 1999 | 35.17 | | 3-Year | 994 | 1694 | 58.68 | | 5-Year | 728 | 1352 | 53.85 |
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0.03% Nasdaq 
0.04 (0.93%) 
Performance
