Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMWBX (SM&R Growth B) | NA | 5.50% | -12.79% | -5.00% | 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 |
|---|---|---|
| SMWBX (SM&R Growth 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 | 5.50 | -12.79 | -5.00 | NA | NA | NA | … | … | -7.50 | 23.97 | -42.29 | 1.80 | 13.26 | 1.40 | 6.91 | 25.75 | -26.17 | -10.60 |
| Sharpe Ratio | NA | 0.13 | -0.41 | -0.25 | NA | NA | NA | … | … | -0.57 | 0.82 | -1.03 | -0.06 | 0.83 | -0.08 | 0.54 | 1.52 | -1.14 | -1.08 |
| Standard Deviation(%) | NA | 22.49 | 32.73 | 26.63 | NA | NA | NA | … | … | 20.79 | 29.20 | 42.00 | 19.63 | 12.06 | 9.66 | 10.99 | 16.45 | 23.97 | 19.45 |
| Draw Down(%) | NA | 16.71 | 60.42 | 60.42 | NA | NA | NA | … | … | 16.71 | 26.39 | 47.68 | 13.38 | 9.17 | 6.62 | 7.71 | 13.06 | 35.18 | 23.76 |
| Yield(%) | 0.00 | 0.22 | 0.19 | 0.91 | 0.42 | 0.28 | 0.21 | … | … | 0.00 | 0.44 | 0.31 | 0.00 | 3.68 | 0.41 | 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 |
|---|---|---|---|---|
| SMWBX (SM&R Growth B) |
-18.66%
Feb 2006 – Feb 2009 |
-10.20%
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 |
|---|---|---|---|---|
| SMWBX (SM&R Growth B) |
13.55%
Mar 2003 – Mar 2006 |
12.55%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart