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SM&R Equity Income A (SQUAX)

On Dec 2: 15.00   0.04 (0.27%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 17.45% Worst 1 Yr Total Return (2008): -32.57% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SQUAX Category Alpha (against Standard Index) -1.04 -1.05 Beta (against Standard Index) 0.98 1.02 Mean Annual Return -7.84 -0.55 R-squared (against Standard Index) 94 94.27 Standard Deviation 19.62 20.65 Sharpe Ratio -0.44 N/A Treynor Ratio -10.51 N/A 5 Years Statistic SQUAX Category Alpha (against Standard Index) -1.01 0.04 Beta (against Standard Index) 0.97 1.02 Mean Annual Return -0.62 0.14 R-squared (against Standard Index) 94 93.13 Standard Deviation 15.86 16.85 Sharpe Ratio -0.15 N/A Treynor Ratio -3.77 N/A 10 Years Statistic SQUAX Category Alpha (against Standard Index) -0.11 2.54 Beta (against Standard Index) 0.82 0.88 Mean Annual Return -0.32 0.27 R-squared (against Standard Index) 86 80.76 Standard Deviation 14.23 15.89 Sharpe Ratio -0.16 N/A Treynor Ratio -4.01 N/A
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