Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SQUBX (SM&R Equity Income B) | NA | 10.12% | -13.56% | -9.04% | 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 |
|---|---|---|
| SQUBX (SM&R Equity Income 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 | 10.12 | -13.56 | -9.04 | NA | NA | NA | … | … | -2.02 | 16.03 | -40.37 | -7.63 | 7.53 | -7.82 | 5.36 | 22.69 | -17.34 | -8.67 |
| Sharpe Ratio | NA | 0.44 | -0.45 | -0.41 | NA | NA | NA | … | … | -0.19 | 0.56 | -0.99 | -0.63 | 0.39 | -0.76 | 0.42 | 1.47 | -0.85 | -1.15 |
| Standard Deviation(%) | NA | 17.56 | 31.75 | 26.35 | NA | NA | NA | … | … | 17.65 | 28.59 | 41.71 | 16.87 | 10.83 | 13.17 | 10.46 | 15.01 | 21.61 | 15.39 |
| Draw Down(%) | NA | 15.11 | 62.50 | 62.70 | NA | NA | NA | … | … | 15.11 | 29.57 | 45.49 | 13.60 | 6.86 | 10.21 | 7.10 | 12.27 | 28.40 | 18.63 |
| 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 |
|---|---|---|---|---|
| SQUBX (SM&R Equity Income B) |
-22.91%
Feb 2006 – Feb 2009 |
-14.92%
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 |
|---|---|---|---|---|
| SQUBX (SM&R Equity Income B) |
10.17%
Sep 2002 – Sep 2005 |
6.64%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart