Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMRAX (SM&R Balanced A) | NA | 6.86% | -8.69% | -5.74% | 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 |
|---|---|---|
| SMRAX (SM&R Balanced A) | 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 | 6.86 | -8.69 | -5.74 | NA | NA | NA | … | … | -2.24 | 19.17 | -35.14 | 0.79 | 2.60 | -5.97 | 4.06 | 16.81 | -11.18 | -4.74 |
| Sharpe Ratio | NA | 0.36 | -0.42 | -0.40 | NA | NA | NA | … | … | -0.26 | 0.99 | -1.21 | -0.20 | -0.08 | -0.97 | 0.41 | 1.48 | -1.00 | -1.18 |
| Standard Deviation(%) | NA | 13.84 | 22.23 | 18.37 | NA | NA | NA | … | … | 14.08 | 19.27 | 29.77 | 11.48 | 8.91 | 8.41 | 7.56 | 10.87 | 12.23 | 9.04 |
| Draw Down(%) | NA | 12.89 | 49.71 | 49.71 | NA | NA | NA | … | … | 12.89 | 19.38 | 38.98 | 6.86 | 6.83 | 6.72 | 5.88 | 7.72 | 17.09 | 10.86 |
| 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 |
|---|---|---|---|---|
| SMRAX (SM&R Balanced A) |
-16.72%
Feb 2006 – Feb 2009 |
-10.85%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMRAX (SM&R Balanced A) |
6.57%
Sep 2002 – Sep 2005 |
4.67%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart