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Saturday, December 5, 2009, 4:46AM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

SM&R Tax-Free A (SMXAX)

On Dec 4: 10.65   0.00 (0.00%)

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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): 4.11% Worst 1 Yr Total Return (2005): 1.64% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SMXAX Category Alpha (against Standard Index) 0.23 -0.48 Beta (against Standard Index) 0.40 0.85 Mean Annual Return 3.38 0.29 R-squared (against Standard Index) 77 90.10 Standard Deviation 2.66 5.40 Sharpe Ratio 0.35 N/A Treynor Ratio 2.45 N/A 5 Years Statistic SMXAX Category Alpha (against Standard Index) -0.56 -0.83 Beta (against Standard Index) 0.45 0.85 Mean Annual Return 2.98 0.27 R-squared (against Standard Index) 74 90.34 Standard Deviation 2.53 4.41 Sharpe Ratio -0.01 N/A Treynor Ratio -0.11 N/A 10 Years Statistic SMXAX Category Alpha (against Standard Index) -0.22 -0.73 Beta (against Standard Index) 0.65 0.88 Mean Annual Return 4.50 0.38 R-squared (against Standard Index) 80 92.14 Standard Deviation 3.41 4.29 Sharpe Ratio 0.45 N/A Treynor Ratio 2.35 N/A
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