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RAUTX: STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND - CLASS R2 SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/30/2004 |
| Last Dividend Date: | 11/14/2018 |
| 12-Mo. Yield | 21.51% |
| Expenses | 1.39% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/30/2004 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 1.7 | 4.9 | 6.7 | 4.7 | -2.0 | 18.9 | 7.3 | -2.3 | 5.0 | 16.5 | 14.0 | -2.8 | 12.1 | 27.4 | -35.8 | 1.5 | 16.3 | 7.7 | -1.5 |
| Sharpe Ratio | NA | -0.22 | 0.72 | 0.5 | 0.6 | 0.22 | -0.29 | 3.16 | 0.54 | -0.17 | 0.58 | 1.75 | 1.24 | -0.13 | 0.69 | 1.03 | -0.95 | -0.1 | 1.2 | 0.59 | NA |
| Draw Down(%) | NA | 9.5 | 11.8 | 17.1 | 26.3 | 54.6 | 9.5 | 1.7 | 10.5 | 12.7 | 6.7 | 7.0 | 9.7 | 18.9 | 14.1 | 26.3 | 47.9 | 10.2 | 9.8 | 6.1 | 1.5 |
| Standard Deviation(%) | NA | 11.4 | 10.7 | 10.8 | 15.2 | 17.4 | 11.6 | 5.8 | 13.1 | 13.4 | 8.4 | 9.4 | 11.3 | 21.8 | 17.4 | 26.5 | 38.7 | 15.5 | 10.8 | 9.3 | 0.0 |
| Treynor Ratio | NA | -0.04 | 0.09 | 0.06 | 0.1 | 0.04 | -0.05 | 0.18 | 0.07 | -0.02 | 0.06 | 0.18 | 0.17 | -0.03 | 0.12 | 0.26 | -0.35 | -0.01 | 0.12 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | NA | NA |
| Beta | NA | 0.66 | 0.84 | 0.88 | 0.97 | 1.0 | 0.66 | 1.01 | 1.03 | 1.01 | 0.82 | 0.9 | 0.84 | 0.98 | 1.02 | 1.06 | 1.06 | 1.05 | 1.08 | NA | NA |
| RSquared | NA | 0.68 | 0.82 | 0.87 | 0.93 | 0.92 | 0.68 | 0.94 | 0.98 | 0.97 | 0.91 | 0.95 | 0.81 | 0.96 | 0.95 | 0.99 | 0.99 | 0.97 | 0.41 | 0.0 | 0.0 |
| Yield(%) | N/A | 21.5 | 10.6 | 8.6 | 8.5 | N/A | 19.6 | 2.5 | 3.9 | 1.8 | 9.3 | 5.8 | 1.6 | 1.2 | 1.1 | 1.8 | 1.3 | 4.8 | 2.7 | 1.9 | 0.8 |
| Dividend Growth(%) | N/A | 588.2 | 84.3 | 696.0 | N/A | N/A | 825.0 | -32.9 | 105.9 | -81.6 | 73.7 | 310.1 | 29.2 | 15.8 | -22.3 | -8.2 | -74.5 | 102.1 | 52.4 | 121.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2004
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View Historical Data in an advanced chart |
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See Target Date 2036-2040 Asset Class Trend Rankings |
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