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| Morningstar Return Rating: | Low | | Year to Date Return: | 6.79% | | 5-Year Average Return: | -2.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.31% | |
Worst 1-Yr Total Return (2008): | -39.79% | |
Best 3-Yr Total Return (2004-6): | 11.20% | |
Worst 3-Yr Total Return (2006-8): | -10.80% |
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| 1-Year: | -13.18% | | 3-Year: | -9.71% | | 5-Year: | -1.83% | | 10-Year: | -0.98% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AVCVX | Category | Diff | Index* | Diff | | Year To Date | 6.79 | 15.79 | -9 | 17.05 | -10.26 | | 1-Month | -4.68 | -2.21 | -2.47 | -1.86 | -2.82 | | 3-Month | 4.16 | 5.62 | -1.46 | 5.48 | -1.32 | | 1-Year | 0.90 | 9.52 | -8.62 | 9.80 | -8.9 | | 3-Year | -12.03 | -8.36 | -3.67 | -7.02 | -5.01 | | 5-Year | -2.84 | 0.18 | -3.02 | 0.33 | -3.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.66 | 46.84 | -0.18 | 45.76 | 0.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.61 | -16.40 | -7.21 | -18.25 | -5.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AVCVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.79 | -37.09 | -2.70 | | 2007 | | | 2.23 | 1.42 | 0.81 | | 2006 | | | 15.31 | 18.15 | -2.84 | | 2005 | | | 5.02 | 5.95 | -0.93 | | 2004 | | | 13.54 | 12.97 | 0.57 | | 2003 | | | 29.24 | 28.44 | 0.80 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AVCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.66 | 15.13 | 18.19 | N/A | | 2008 | -11.99 | -4.94 | -8.05 | -21.74 | | 2007 | 0.50 | 7.61 | -1.25 | -4.28 | | 2006 | 4.40 | -0.86 | 4.37 | 6.74 | | 2005 | -2.13 | 3.30 | 3.85 | 0.02 | | 2004 | 2.67 | 0.00 | 1.26 | 9.21 | | 2003 | -5.26 | 17.14 | 2.93 | 13.15 | | 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 | 1214 | 1335 | 90.94 | | 1-Month | 1323 | 1379 | 95.94 | | 3-Month | 1313 | 1368 | 95.98 | | 6-Month | 915 | 1346 | 67.98 | | 1-Year | 992 | 1318 | 75.27 | | 3-Year | 838 | 1124 | 74.56 | | 5-Year | 739 | 934 | 79.12 |
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1.23% Nasdaq 
Performance
