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SM&R Balanced B (SMRBX)

On Dec 30: 14.14   0.01 (0.07%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2006): 10.78% Worst 1 Yr Total Return (2008): -29.96% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SMRBX Category Alpha (against Standard Index) -4.87 -2.96 Beta (against Standard Index) 1.12 1.07 Mean Annual Return -4.12 -0.09 R-squared (against Standard Index) 95 93.10 Standard Deviation 15.25 14.78 Sharpe Ratio -0.35 N/A Treynor Ratio -5.72 N/A 5 Years Statistic SMRBX Category Alpha (against Standard Index) -4.96 -2.53 Beta (against Standard Index) 1.09 1.06 Mean Annual Return -0.21 0.24 R-squared (against Standard Index) 93 92.17 Standard Deviation 12.16 11.94 Sharpe Ratio -0.20 N/A Treynor Ratio -2.95 N/A 10 Years Statistic SMRBX Category Alpha (against Standard Index) -3.95 -2.27 Beta (against Standard Index) 1.00 1.06 Mean Annual Return 0.85 0.27 R-squared (against Standard Index) 91 86.88 Standard Deviation 10.49 11.38 Sharpe Ratio -0.14 N/A Treynor Ratio -2.08 N/A
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