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Friday, December 25, 2009, 5:18AM ET - U.S. Markets Closed for Christmas. Dow Up 0.51% Nasdaq Up 0.71%
SM&R Balanced T (ANTRX)On Dec 23: 14.51  Up 0.02 (0.14%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Below average
Year to Date Return:20.58%
5-Year Average Return:0.30%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):11.47%
Worst 1-Yr Total Return (2008):-29.43%
Best 3-Yr Total Return (2004-6):5.84%
Worst 3-Yr Total Return (2006-8):-6.36%
LOAD ADJUSTED RETURNS 
1-Year:-8.25%
3-Year:-5.19%
5-Year:-0.80%
10-Year:1.19%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnANTRXCategoryDiffIndex*Diff
Year To Date20.5822.21-1.63N/AN/A
1-Month3.903.580.32N/AN/A
3-Month5.755.740.01N/AN/A
1-Year23.6526.14-2.49N/AN/A
3-Year-3.67-2.18-1.49N/AN/A
5-Year0.302.20-1.9N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)34.2333.990.24N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-12.24-9.13-3.11N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearANTRXCategoryDiff
2009N/AN/AN/A
2008
 
-29.43-28.00-1.43
2007
 
4.385.99-1.61
2006
 
11.4711.290.18
2005
 
0.065.13-5.07
2004
 
6.298.86-2.57
2003
 
20.4820.350.13
2002
 
-8.79-12.023.23
2001
 
-7.03-5.05-1.98
2000
 
3.641.821.82
1999
 
11.8710.711.16
PAST QUARTERLY RETURNS (%) FOR ANTRX 
Q1Q2Q3Q4
2009-7.3213.2211.80N/A
2008-6.94-3.45-5.35-17.02
20070.784.391.66-2.41
20062.37-0.054.114.64
2005-1.770.510.730.60
20040.980.25-0.685.72
2003-1.4910.242.438.32
20021.34-4.78-7.572.27
2001-6.352.42-6.553.72
20003.85-0.083.55-3.54
1999N/AN/AN/A10.04
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date793118466.98
1-Month1035123383.94
3-Month553122945.00
6-Month434120835.93
1-Year637118353.85
3-Year59793264.06
5-Year56978472.58

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