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RATHX: State Farm LifePath 2010 R3 (MUTUAL FUND)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/26/2005 |
Last Dividend Date: | 12/31/2008 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 01/05/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 01/26/2005 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 13.8 | -0.5 | 2.9 | 0.0 | 14.5 | -17.2 | 3.9 | 9.9 | 6.3 |
Sharpe Ratio | NA | 1.14 | -0.14 | 0.09 | 0.0 | 1.2 | -1.06 | 0.12 | 1.11 | 0.87 |
Draw Down(%) | NA | 13.0 | 28.6 | 28.6 | 0.0 | 13.0 | 27.7 | 4.8 | 4.7 | 3.1 |
Standard Deviation(%) | NA | 12.0 | 12.8 | 10.6 | NA | 12.0 | 17.1 | 7.2 | 6.0 | 5.3 |
Treynor Ratio | NA | 0.34 | -0.04 | 0.02 | NA | 0.35 | -0.45 | 0.02 | 0.12 | 0.1 |
Alpha | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.41 | 0.4 | 0.41 | 0.0 | 0.41 | 0.4 | 0.41 | 0.56 | 0.47 |
RSquared | NA | 0.85 | 0.89 | 0.88 | 0.0 | 0.85 | 0.93 | 0.83 | 0.86 | 0.85 |
Yield(%) | N/A | 0.0 | 2.6 | N/A | 0.0 | 0.0 | 2.3 | 5.4 | 3.7 | 2.8 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -57.4 | 51.1 | 40.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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