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SM&R Equity Income B (SQUBX)

On Feb 9: 13.87   0.15 (1.09%)

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Risk  As of 31-Jan-10 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 (2009): 18.60% Worst 1 Yr Total Return (2008): -32.94% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SQUBX Category Alpha (against Standard Index) -1.53 -1.25 Beta (against Standard Index) 0.97 1.01 Mean Annual Return -8.42 -0.57 R-squared (against Standard Index) 94 94.65 Standard Deviation 19.82 20.74 Sharpe Ratio -0.44 N/A Treynor Ratio -10.76 N/A 5 Years Statistic SQUBX Category Alpha (against Standard Index) -1.39 -0.23 Beta (against Standard Index) 0.96 1.01 Mean Annual Return -1.13 0.11 R-squared (against Standard Index) 94 93.42 Standard Deviation 15.88 16.80 Sharpe Ratio -0.17 N/A Treynor Ratio -4.21 N/A 10 Years Statistic SQUBX Category Alpha (against Standard Index) 0.20 3.13 Beta (against Standard Index) 0.83 0.89 Mean Annual Return 0.04 0.32 R-squared (against Standard Index) 88 82.22 Standard Deviation 14.29 15.87 Sharpe Ratio -0.12 N/A Treynor Ratio -3.34 N/A
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