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RAVSX: STATE FARM LIFEPATH 2050 FUND STATE FARM LIFEPATH 2050 FUND - CLASS R2 SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/15/2008 |
| Last Dividend Date: | 11/14/2018 |
| 12-Mo. Yield | 21.99% |
| Expenses | 1.54% |
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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 07/15/2008 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 1.8 | 5.2 | 7.3 | 5.8 | -2.1 | 20.2 | 7.6 | -2.4 | -0.6 | 25.7 | 15.2 | -4.2 | 13.3 | 30.1 | -28.4 |
| Sharpe Ratio | NA | -0.21 | 0.7 | 0.46 | 0.57 | 0.27 | -0.27 | 3.09 | 0.53 | -0.17 | -0.05 | 2.15 | 1.19 | -0.17 | 0.67 | 1.02 | -0.88 |
| Draw Down(%) | NA | 11.0 | 12.7 | 18.2 | 28.6 | 49.9 | 11.0 | 1.9 | 11.3 | 13.4 | 10.0 | 7.4 | 11.3 | 21.7 | 15.6 | 28.6 | 45.5 |
| Standard Deviation(%) | NA | 12.8 | 11.7 | 12.3 | 17.2 | 20.8 | 13.1 | 6.4 | 14.1 | 14.2 | 11.2 | 11.9 | 12.9 | 25.1 | 19.8 | 29.5 | 58.4 |
| Treynor Ratio | NA | -0.04 | 0.1 | 0.07 | 0.1 | 0.06 | -0.05 | 0.23 | 0.07 | -0.03 | -0.01 | 0.28 | 0.17 | -0.04 | 0.12 | 0.28 | -0.49 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.02 | -0.01 | -0.04 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.03 |
| Beta | NA | 0.74 | 0.86 | 0.87 | 0.99 | 1.0 | 0.74 | 0.87 | 1.03 | 0.88 | 0.83 | 0.92 | 0.91 | 1.04 | 1.06 | 1.07 | 1.04 |
| RSquared | NA | 0.82 | 0.85 | 0.82 | 0.91 | 0.93 | 0.82 | 0.83 | 0.92 | 0.93 | 0.73 | 0.72 | 0.8 | 0.94 | 0.94 | 0.98 | 0.98 |
| Yield(%) | N/A | 22.0 | 10.8 | 8.7 | 9.5 | N/A | 20.3 | 2.1 | 3.5 | 1.4 | 8.3 | 6.9 | 3.4 | 4.1 | 4.3 | 4.6 | 0.7 |
| Dividend Growth(%) | N/A | 688.6 | 73.4 | 232.6 | N/A | N/A | 1060.3 | -37.4 | 141.4 | -84.0 | 33.5 | 128.7 | -23.7 | 2.6 | 16.0 | 393.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/15/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2046-2050 Asset Class Trend Rankings |
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