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RAWHX: STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND - CLASS R3 SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/10/2004 |
Last Dividend Date: | 11/14/2018 |
12-Mo. Yield | 14.18% |
Expenses | 0.87% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/13/2004 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.7 | 3.0 | 4.9 | 4.6 | -2.0 | 11.4 | 5.8 | -1.7 | 4.9 | 7.9 | 11.7 | 1.4 | 10.6 | 22.5 | -25.6 | 3.1 | 12.3 | 6.3 | 5.7 |
Sharpe Ratio | NA | -0.47 | 0.77 | 0.57 | 0.74 | 0.33 | -0.55 | 3.21 | 0.76 | -0.23 | 0.93 | 1.23 | 1.59 | 0.1 | 0.92 | 1.25 | -1.01 | 0.0 | 1.14 | 0.6 | 2.49 |
Draw Down(%) | NA | 5.8 | 5.9 | 10.2 | 19.0 | 40.9 | 5.8 | 1.3 | 5.2 | 8.2 | 4.2 | 5.8 | 5.8 | 11.3 | 8.9 | 19.0 | 37.1 | 7.1 | 6.8 | 4.4 | 1.8 |
Standard Deviation(%) | NA | 6.1 | 5.9 | 6.1 | 9.7 | 11.4 | 6.2 | 3.4 | 7.3 | 7.3 | 5.2 | 6.4 | 7.4 | 13.5 | 11.4 | 18.0 | 26.1 | 10.7 | 8.0 | 6.9 | 7.4 |
Treynor Ratio | NA | -0.24 | 0.19 | 0.1 | 0.11 | 0.05 | -0.28 | 0.12 | 0.06 | -0.02 | 0.06 | 0.09 | 0.15 | 0.02 | 0.12 | 0.24 | -0.29 | 0.0 | 0.09 | 0.0 | 0.0 |
Alpha | NA | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | NA | NA |
Beta | NA | 0.12 | 0.23 | 0.33 | 0.66 | 0.76 | 0.12 | 0.88 | 0.9 | 0.86 | 0.77 | 0.84 | 0.79 | 0.87 | 0.91 | 0.94 | 0.93 | 0.93 | 0.96 | NA | NA |
RSquared | NA | 0.18 | 0.29 | 0.4 | 0.71 | 0.77 | 0.18 | 0.89 | 0.97 | 0.96 | 0.89 | 0.89 | 0.79 | 0.96 | 0.95 | 0.99 | 0.99 | 0.96 | 0.42 | 0.0 | 0.0 |
Yield(%) | N/A | 14.2 | 7.3 | 6.4 | 6.2 | N/A | 11.8 | 2.9 | 4.4 | 1.8 | 7.6 | 4.8 | 1.9 | 1.8 | 1.6 | 2.4 | 2.2 | 5.4 | 3.5 | 2.5 | 1.2 |
Dividend Growth(%) | N/A | 269.7 | 48.8 | 295.2 | N/A | N/A | 342.5 | -32.2 | 136.0 | -77.3 | 61.8 | 183.3 | 4.3 | 21.1 | -20.8 | -20.0 | -60.0 | 63.0 | 48.4 | 121.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/13/2004
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