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Wednesday, February 10, 2010, 2:00AM ET - U.S. Markets open in 7 hours and 30 minutes. Dow Up 1.52% Nasdaq Up 1.17%
SM&R Balanced A (SMRAX)On Feb 9: 13.55  Up 0.12 (0.89%)  
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Performance  As of 31-Jan-10Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Below average
Year to Date Return:-1.95%
5-Year Average Return:-0.10%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2009):21.69%
Worst 1-Yr Total Return (2008):-29.41%
Best 3-Yr Total Return (2005-7):5.12%
Worst 3-Yr Total Return (2006-8):-6.42%
LOAD ADJUSTED RETURNS 
1-Year:15.60%
3-Year:-5.22%
5-Year:-1.06%
10-Year:0.56%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnSMRAXCategoryDiffIndex*Diff
Year To Date-1.95-1.950N/AN/A
1-Month-1.95-1.950N/AN/A
3-Month2.713.10-0.39N/AN/A
1-Year26.6127.80-1.19N/AN/A
3-Year-4.56-2.95-1.61N/AN/A
5-Year-0.101.92-2.02N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)34.3533.970.38N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-12.15-9.11-3.04N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearSMRAXCategoryDiff
2009
 
21.6924.13-2.44
2008
 
-29.41-28.00-1.41
2007
 
4.335.99-1.66
2006
 
11.2811.29-0.01
2005
 
0.065.13-5.07
2004
 
6.218.86-2.65
2003
 
20.5520.350.20
2002
 
-8.91-12.023.11
2001
 
-7.51-5.05-2.46
2000
 
3.361.821.54
PAST QUARTERLY RETURNS (%) FOR SMRAX 
Q1Q2Q3Q4
2009-7.2213.1711.893.58
2008-6.96-3.42-5.39-16.97
20070.844.281.56-2.31
20062.29-0.074.094.58
2005-1.770.540.700.62
20040.990.17-0.715.74
2003-1.3810.192.508.23
20021.26-4.77-7.622.26
2001-6.422.26-6.733.63
20003.77-0.133.44-3.59
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date498124639.97
1-Month523124641.97
3-Month773122862.95
6-Month720122158.97
1-Year621117652.81
3-Year60296462.45
5-Year58578974.14

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