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| Morningstar Return Rating: | Low | | Year to Date Return: | -2.76% | | 5-Year Average Return: | -2.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 16.05% | |
Worst 1-Yr Total Return (2008): | -39.79% | |
Best 3-Yr Total Return (2005-7): | 7.37% | |
Worst 3-Yr Total Return (2006-8): | -10.80% |
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| 1-Year: | 15.05% | | 3-Year: | -10.61% | | 5-Year: | -2.86% | | 10-Year: | -1.28% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AVCVX | Category | Diff | Index* | Diff | | Year To Date | -2.76 | -2.97 | 0.21 | -3.60 | 0.84 | | 1-Month | -2.76 | -2.97 | 0.21 | -3.60 | 0.84 | | 3-Month | 5.68 | 3.98 | 1.7 | 4.16 | 1.52 | | 1-Year | 27.60 | 32.89 | -5.29 | 33.14 | -5.54 | | 3-Year | -11.77 | -8.60 | -3.17 | -7.24 | -4.53 | | 5-Year | -2.99 | -0.19 | -2.8 | 0.18 | -3.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.66 | 47.48 | -0.82 | 45.76 | 0.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.61 | -17.06 | -6.55 | -18.25 | -5.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AVCVX | Category | Diff | | 2009 | | | 16.05 | 24.13 | -8.08 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
AVCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.66 | 15.13 | 18.19 | 3.58 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 715 | 1325 | 53.96 | | 1-Month | 755 | 1325 | 56.98 | | 3-Month | 144 | 1313 | 10.97 | | 6-Month | 531 | 1296 | 40.97 | | 1-Year | 738 | 1268 | 58.20 | | 3-Year | 831 | 1104 | 75.27 | | 5-Year | 713 | 914 | 78.01 |
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0.75% Nasdaq 
0.20 (1.29%) 
Performance
