Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGBBX (SM&R Government Bond B) | NA | -4.24% | 0.03% | -0.06% | NA | NA | NA | … | … |
Data as of 08/16/2010, Common starting date is 06/18/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGBBX (SM&R Government Bond B) | 06/18/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.24 | 0.03 | -0.06 | NA | NA | NA | … | … | -3.70 | -2.70 | 4.52 | 3.01 | -0.39 | -1.24 | -0.76 | -3.56 | 3.11 | 0.19 |
| Sharpe Ratio | NA | -0.77 | -0.13 | -0.43 | NA | NA | NA | … | … | -0.95 | -0.94 | 0.72 | -0.01 | -1.72 | -1.55 | -0.61 | -0.98 | 0.54 | -0.31 |
| Standard Deviation(%) | NA | 5.37 | 4.72 | 3.96 | NA | NA | NA | … | … | 6.32 | 2.98 | 4.95 | 2.89 | 2.15 | 2.20 | 2.79 | 4.36 | 3.70 | 4.72 |
| Draw Down(%) | NA | 5.02 | 6.81 | 6.81 | NA | NA | NA | … | … | 5.02 | 3.41 | 4.36 | 2.21 | 2.69 | 2.37 | 4.00 | 5.63 | 2.60 | 4.01 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/16/2010, Common starting date is 06/18/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGBBX (SM&R Government Bond B) |
-2.96%
May 2003 – May 2006 |
-1.12%
Oct 2001 – Oct 2006 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGBBX (SM&R Government Bond B) |
2.51%
Mar 2006 – Mar 2009 |
1.00%
Dec 2003 – Dec 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart