Finance Home - My Yahoo - Yahoo! - Help

Friday, December 4, 2009, 8:20PM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

SM&R Tax-Free B (SMXBX)

On Dec 4: 10.72   0.00 (0.00%)

MORE ON SMXBX

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): 3.70% Worst 1 Yr Total Return (2005): 1.03% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SMXBX Category Alpha (against Standard Index) 0.12 -0.48 Beta (against Standard Index) 0.37 0.85 Mean Annual Return 3.22 0.29 R-squared (against Standard Index) 71 90.10 Standard Deviation 2.57 5.40 Sharpe Ratio 0.31 N/A Treynor Ratio 2.18 N/A 5 Years Statistic SMXBX Category Alpha (against Standard Index) -0.83 -0.83 Beta (against Standard Index) 0.43 0.85 Mean Annual Return 2.67 0.27 R-squared (against Standard Index) 69 90.34 Standard Deviation 2.48 4.41 Sharpe Ratio -0.12 N/A Treynor Ratio -0.82 N/A 10 Years Statistic SMXBX Category Alpha (against Standard Index) -0.58 -0.73 Beta (against Standard Index) 0.64 0.88 Mean Annual Return 4.10 0.38 R-squared (against Standard Index) 78 92.14 Standard Deviation 3.41 4.29 Sharpe Ratio 0.34 N/A Treynor Ratio 1.76 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center