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SM&R Growth B (SMWBX)

On Dec 7: 3.19   0.01 (0.31%)

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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): 13.34% Worst 1 Yr Total Return (2008): -37.58% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SMWBX Category Alpha (against Standard Index) -0.89 0.38 Beta (against Standard Index) 0.99 1.00 Mean Annual Return -7.82 -0.41 R-squared (against Standard Index) 98 95.50 Standard Deviation 19.62 20.09 Sharpe Ratio -0.44 N/A Treynor Ratio -10.30 N/A 5 Years Statistic SMWBX Category Alpha (against Standard Index) -1.67 0.26 Beta (against Standard Index) 0.98 1.01 Mean Annual Return -1.29 0.16 R-squared (against Standard Index) 97 94.84 Standard Deviation 15.89 16.47 Sharpe Ratio -0.19 N/A Treynor Ratio -4.39 N/A 10 Years Statistic SMWBX Category Alpha (against Standard Index) -2.98 0.84 Beta (against Standard Index) 1.00 0.97 Mean Annual Return -3.93 0.11 R-squared (against Standard Index) 93 91.16 Standard Deviation 16.58 16.35 Sharpe Ratio -0.33 N/A Treynor Ratio -6.93 N/A
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