Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Tuesday, December 1, 2009, 7:04PM ET - U.S. Markets Closed.
Dow
1.23%
Nasdaq
1.46%
Home
Investing
Market Overview
Market Stats
Stocks
Mutual Funds
ETFs
Bonds
Options
Industries
Currencies
New!
Education
News & Opinion
Markets
Investing Ideas
Expert Advice
Special Editions
Company Finances
Providers
Personal Finance
Banking & Budgeting
Career & Work
College & Education
Family & Home
Insurance
Loans
Real Estate
Retirement
Taxes
How-to Guides
My Portfolios
Sign In to Create/Edit My Portfolios
Free trial of Real-Time Quotes
Tech Ticker
Get Quotes
Finance Search
SM&R Tax-Free T (SMRTX)
On
Dec 1
:
10.57
0.01
(0.09%)
MORE ON SMRTX
Quotes
Summary
Historical Prices
Charts
Interactive
Basic Chart
Basic Tech. Analysis
News & Info
Headlines
Message Board
Fund
Profile
Performance
Holdings
Risk
Purchase Info
Analyst
Research Reports
Risk
As of 31-Oct-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
Low
Number of Years Up:
5
Number of Years Down:
0
Best 1 Yr Total Return
(2007)
:
4.12%
Worst 1 Yr Total Return
(2005)
:
1.62%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
SMRTX
Category
Alpha (against Standard Index)
0.27
-0.48
Beta (against Standard Index)
0.38
0.85
Mean Annual Return
3.40
0.29
R-squared (against Standard Index)
76
90.10
Standard Deviation
2.60
5.40
Sharpe Ratio
0.37
N/A
Treynor Ratio
2.56
N/A
5 Years
Statistic
SMRTX
Category
Alpha (against Standard Index)
-0.55
-0.83
Beta (against Standard Index)
0.44
0.85
Mean Annual Return
2.98
0.27
R-squared (against Standard Index)
73
90.34
Standard Deviation
2.49
4.41
Sharpe Ratio
-0.01
N/A
Treynor Ratio
-0.11
N/A
10 Years
Statistic
SMRTX
Category
Alpha (against Standard Index)
-0.14
-0.73
Beta (against Standard Index)
0.65
0.88
Mean Annual Return
4.57
0.38
R-squared (against Standard Index)
78
92.14
Standard Deviation
3.45
4.29
Sharpe Ratio
0.47
N/A
Treynor Ratio
2.47
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center