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Friday, December 4, 2009, 6:52PM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

SM&R Growth A (SMWAX)

On Dec 4: 3.28   0.02 (0.61%)

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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): 13.79% Worst 1 Yr Total Return (2008): -37.35% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SMWAX Category Alpha (against Standard Index) -0.51 0.38 Beta (against Standard Index) 0.99 1.00 Mean Annual Return -7.40 -0.41 R-squared (against Standard Index) 98 95.50 Standard Deviation 19.50 20.09 Sharpe Ratio -0.42 N/A Treynor Ratio -9.93 N/A 5 Years Statistic SMWAX Category Alpha (against Standard Index) -1.18 0.26 Beta (against Standard Index) 0.98 1.01 Mean Annual Return -0.80 0.16 R-squared (against Standard Index) 97 94.84 Standard Deviation 15.82 16.47 Sharpe Ratio -0.16 N/A Treynor Ratio -3.90 N/A 10 Years Statistic SMWAX Category Alpha (against Standard Index) -2.56 0.84 Beta (against Standard Index) 1.00 0.97 Mean Annual Return -3.53 0.11 R-squared (against Standard Index) 93 91.16 Standard Deviation 16.60 16.35 Sharpe Ratio -0.31 N/A Treynor Ratio -6.52 N/A
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