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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.14% | | 5-Year Average Return: | 2.29% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 20.31% | |
Worst 1-Yr Total Return (2008): | -40.21% | |
Best 3-Yr Total Return (2004-6): | 17.99% | |
Worst 3-Yr Total Return (2006-8): | -10.68% |
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| 1-Year: | -4.16% | | 3-Year: | -6.38% | | 5-Year: | 3.10% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ARVCX | Category | Diff | Index* | Diff | | Year To Date | 25.14 | 23.00 | 2.14 | 17.05 | 8.09 | | 1-Month | -1.59 | -3.83 | 2.24 | -1.86 | 0.27 | | 3-Month | 7.86 | 6.04 | 1.82 | 5.48 | 2.38 | | 1-Year | 20.48 | 17.86 | 2.62 | 9.80 | 10.68 | | 3-Year | -7.75 | -6.76 | -0.99 | -7.02 | -0.73 | | 5-Year | 2.29 | 1.68 | 0.61 | 0.33 | 1.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.72 | 55.15 | -4.43 | 45.76 | 4.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.68 | -15.15 | -4.53 | -18.25 | -1.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.21 | -36.77 | -3.44 | | 2007 | | | -0.18 | 0.83 | -1.01 | | 2006 | | | 19.40 | 15.87 | 3.53 | | 2005 | | | 14.33 | 8.82 | 5.51 | | 2004 | | | 20.31 | 17.85 | 2.46 | | 2003 | | | N/A | 33.85 | N/A | | 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
ARVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.38 | 17.13 | 19.81 | N/A | | 2008 | -8.89 | -3.20 | -10.93 | -23.88 | | 2007 | 5.41 | 6.27 | -6.21 | -4.99 | | 2006 | 7.88 | -1.03 | 3.43 | 8.12 | | 2005 | 1.65 | 2.28 | 7.23 | 2.55 | | 2004 | 5.53 | 1.43 | 0.00 | 12.41 | | 2003 | N/A | N/A | 6.27 | 12.27 | | 2002 | N/A | N/A | N/A | N/A | | 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 | 199 | 424 | 46.93 | | 1-Month | 249 | 445 | 55.96 | | 3-Month | 96 | 440 | 21.82 | | 6-Month | 82 | 433 | 18.94 | | 1-Year | 158 | 419 | 37.71 | | 3-Year | 217 | 339 | 64.01 | | 5-Year | 87 | 249 | 34.94 |
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0.37% Nasdaq 
Performance
