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| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.08% | | 5-Year Average Return: | 2.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.90% | |
Worst 1-Yr Total Return (2008): | -44.73% | |
Best 3-Yr Total Return (2004-6): | 18.20% | |
Worst 3-Yr Total Return (2006-8): | -11.16% |
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| 1-Year: | -6.59% | | 3-Year: | -5.36% | | 5-Year: | 3.75% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMVCX | Category | Diff | Index* | Diff | | Year To Date | 32.08 | 29.38 | 2.7 | 24.07 | 8.01 | | 1-Month | 4.92 | 4.60 | 0.32 | 6.00 | -1.08 | | 3-Month | 6.04 | 5.74 | 0.3 | 7.91 | -1.87 | | 1-Year | 35.19 | 35.63 | -0.44 | 25.39 | 9.8 | | 3-Year | -7.31 | -6.63 | -0.68 | -5.79 | -1.52 | | 5-Year | 2.36 | 1.13 | 1.23 | 0.71 | 1.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.16 | 57.66 | 2.5 | 45.76 | 14.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.37 | -16.45 | -4.92 | -18.25 | -3.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.73 | -36.77 | -7.96 | | 2007 | | | 9.38 | 0.83 | 8.55 | | 2006 | | | 15.99 | 15.87 | 0.12 | | 2005 | | | 15.84 | 8.82 | 7.02 | | 2004 | | | 22.90 | 17.85 | 5.05 | | 2003 | | | 46.56 | 33.85 | 12.71 | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AMVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.28 | 20.95 | 21.86 | N/A | | 2008 | -11.11 | 0.13 | -13.86 | -27.91 | | 2007 | 4.38 | 10.06 | -1.20 | -3.63 | | 2006 | 8.39 | -0.34 | 0.11 | 7.25 | | 2005 | 1.20 | 2.89 | 7.15 | 3.82 | | 2004 | 6.16 | 1.22 | 1.06 | 13.18 | | 2003 | -9.03 | 27.15 | 6.57 | 18.88 | | 2002 | N/A | -10.25 | -20.04 | 5.66 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 138 | 420 | 32.86 | | 1-Month | 363 | 443 | 81.94 | | 3-Month | 245 | 438 | 55.94 | | 6-Month | 176 | 431 | 40.84 | | 1-Year | 163 | 416 | 39.18 | | 3-Year | 178 | 338 | 52.66 | | 5-Year | 62 | 248 | 25.00 |
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0.02% Nasdaq 
0.33%
Performance
