Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMRNX (SM&R Growth T) | NA | 10.97% | -7.64% | -1.39% | -3.96% | NA | NA | … | … |
Data as of 08/16/2010, Common starting date is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMRNX (SM&R Growth T) | 06/28/1996 | 08/16/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.97 | -7.64 | -1.39 | -3.96 | NA | NA | … | … | -2.68 | 24.95 | -37.30 | 5.42 | 14.21 | 2.08 | 8.17 | 30.08 | -23.14 | -25.14 | -8.33 | 24.55 | 18.60 | 22.38 | 8.26 |
| Sharpe Ratio | NA | 0.46 | -0.28 | -0.12 | -0.25 | NA | NA | … | … | -0.23 | 0.92 | -0.96 | 0.15 | 1.00 | -0.01 | 0.67 | 1.82 | -1.00 | -1.26 | -0.51 | 1.22 | 0.76 | -2.33 | 1.26 |
| Standard Deviation(%) | NA | 18.30 | 30.02 | 24.57 | 21.88 | NA | NA | … | … | 18.68 | 27.11 | 39.67 | 15.97 | 11.01 | 9.75 | 10.72 | 16.14 | 24.18 | 22.03 | 24.39 | 17.53 | 20.02 | 14.03 | 10.80 |
| Draw Down(%) | NA | 16.72 | 55.45 | 55.45 | 59.75 | NA | NA | … | … | 16.72 | 26.24 | 47.50 | 10.27 | 9.21 | 6.59 | 7.42 | 10.55 | 33.46 | 36.44 | 20.16 | 12.65 | 21.36 | 9.87 | 6.95 |
| Yield(%) | 0.00 | 0.84 | 3.19 | 3.17 | 2.15 | NA | NA | … | … | 0.29 | 1.21 | 5.41 | 3.69 | 4.14 | 0.89 | 0.98 | 2.96 | 3.27 | 0.24 | 9.00 | 5.13 | 8.39 | 16.15 | NA |
Data as of 08/16/2010, Common starting date is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRNX (SM&R Growth T) |
-19.96%
Mar 2000 – Mar 2003 |
-7.51%
Feb 2004 – Feb 2009 |
-4.73%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRNX (SM&R Growth T) |
21.86%
Mar 1997 – Mar 2000 |
14.41%
Sep 2002 – Sep 2007 |
5.00%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart