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Saturday, December 5, 2009, 1:12PM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

SM&R Equity Income B (SQUBX)

On Dec 4: 14.38   0.09 (0.63%)

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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): 16.91% Worst 1 Yr Total Return (2008): -32.94% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SQUBX Category Alpha (against Standard Index) -1.35 -1.05 Beta (against Standard Index) 0.98 1.02 Mean Annual Return -8.12 -0.55 R-squared (against Standard Index) 94 94.27 Standard Deviation 19.61 20.65 Sharpe Ratio -0.45 N/A Treynor Ratio -10.80 N/A 5 Years Statistic SQUBX Category Alpha (against Standard Index) -1.40 0.04 Beta (against Standard Index) 0.97 1.02 Mean Annual Return -1.00 0.14 R-squared (against Standard Index) 94 93.13 Standard Deviation 15.84 16.85 Sharpe Ratio -0.17 N/A Treynor Ratio -4.17 N/A 10 Years Statistic SQUBX Category Alpha (against Standard Index) -0.59 2.54 Beta (against Standard Index) 0.82 0.88 Mean Annual Return -0.79 0.27 R-squared (against Standard Index) 86 80.76 Standard Deviation 14.22 15.89 Sharpe Ratio -0.19 N/A Treynor Ratio -4.59 N/A
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