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Wednesday, December 2, 2009, 10:00PM ET - U.S. Markets Closed. Dow  0.18% Nasdaq  0.42%

SM&R Balanced A (SMRAX)

On Dec 2: 13.94   0.00 (0.00%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 11.28% Worst 1 Yr Total Return (2008): -29.41% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SMRAX Category Alpha (against Standard Index) -4.52 -2.88 Beta (against Standard Index) 1.11 1.08 Mean Annual Return -4.33 -0.13 R-squared (against Standard Index) 95 93.44 Standard Deviation 15.06 14.69 Sharpe Ratio -0.38 N/A Treynor Ratio -6.06 N/A 5 Years Statistic SMRAX Category Alpha (against Standard Index) -4.65 -2.47 Beta (against Standard Index) 1.08 1.06 Mean Annual Return -0.07 0.23 R-squared (against Standard Index) 93 92.52 Standard Deviation 12.04 11.89 Sharpe Ratio -0.19 N/A Treynor Ratio -2.87 N/A 10 Years Statistic SMRAX Category Alpha (against Standard Index) -3.37 -2.17 Beta (against Standard Index) 1.00 1.05 Mean Annual Return 1.25 0.26 R-squared (against Standard Index) 91 86.72 Standard Deviation 10.43 11.31 Sharpe Ratio -0.11 N/A Treynor Ratio -1.72 N/A
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