Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMWAX (SM&R Growth A) | NA | 10.03% | -11.71% | -4.91% | 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 |
|---|---|---|
| SMWAX (SM&R Growth 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 | 10.03 | -11.71 | -4.91 | NA | NA | NA | … | … | -3.34 | 23.68 | -42.67 | 2.20 | 9.66 | 0.98 | 7.33 | 26.07 | -26.10 | -10.48 |
| Sharpe Ratio | NA | 0.40 | -0.40 | -0.26 | NA | NA | NA | … | … | -0.29 | 0.87 | -1.07 | -0.05 | 0.57 | -0.12 | 0.59 | 1.58 | -1.15 | -1.08 |
| Standard Deviation(%) | NA | 18.42 | 30.75 | 25.21 | NA | NA | NA | … | … | 18.85 | 27.25 | 40.70 | 16.38 | 11.25 | 9.95 | 10.84 | 16.04 | 23.68 | 19.35 |
| Draw Down(%) | NA | 16.85 | 60.58 | 60.58 | NA | NA | NA | … | … | 16.85 | 26.45 | 47.84 | 10.87 | 9.19 | 6.49 | 7.58 | 12.58 | 35.00 | 23.50 |
| 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 |
|---|---|---|---|---|
| SMWAX (SM&R Growth A) |
-19.52%
Feb 2006 – Feb 2009 |
-10.78%
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 |
|---|---|---|---|---|
| SMWAX (SM&R Growth A) |
13.55%
Mar 2003 – Mar 2006 |
11.91%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart