Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMRBX (SM&R Balanced B) | NA | 7.48% | -8.43% | -5.60% | 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 |
|---|---|---|
| SMRBX (SM&R Balanced 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 | 7.48 | -8.43 | -5.60 | NA | NA | NA | … | … | -1.71 | 19.20 | -35.19 | 1.06 | 2.57 | -5.91 | 3.91 | 16.36 | -11.49 | -4.45 |
| Sharpe Ratio | NA | 0.41 | -0.41 | -0.40 | NA | NA | NA | … | … | -0.20 | 0.99 | -1.21 | -0.17 | -0.08 | -0.97 | 0.39 | 1.45 | -1.04 | -1.12 |
| Standard Deviation(%) | NA | 13.77 | 22.19 | 18.31 | NA | NA | NA | … | … | 14.01 | 19.32 | 29.67 | 11.49 | 8.75 | 8.29 | 7.53 | 10.81 | 12.16 | 9.03 |
| Draw Down(%) | NA | 12.73 | 49.74 | 49.74 | NA | NA | NA | … | … | 12.73 | 19.49 | 39.15 | 6.78 | 6.62 | 6.56 | 5.92 | 7.79 | 17.19 | 10.95 |
| 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 |
|---|---|---|---|---|
| SMRBX (SM&R Balanced B) |
-16.69%
Feb 2006 – Feb 2009 |
-10.84%
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 |
|---|---|---|---|---|
| SMRBX (SM&R Balanced B) |
6.37%
Sep 2002 – Sep 2005 |
4.57%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart