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RAWTX: STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND - CLASS R2 SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/30/2004 |
Last Dividend Date: | 11/14/2018 |
12-Mo. Yield | 14.17% |
Expenses | 1.38% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/26/2005 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.3 | 3.1 | 4.4 | 4.3 | -2.0 | 11.3 | 5.5 | -1.9 | 4.6 | 8.5 | 10.3 | 1.1 | 10.3 | 22.1 | -25.8 | 2.7 | 12.5 | 5.9 | -1.5 |
Sharpe Ratio | NA | -0.47 | 0.74 | 0.54 | 0.71 | 0.27 | -0.55 | 3.14 | 0.72 | -0.27 | 0.88 | 1.31 | 1.44 | 0.08 | 0.89 | 1.22 | -1.03 | -0.03 | 1.17 | 0.55 | NA |
Draw Down(%) | NA | 5.8 | 5.9 | 10.4 | 18.9 | 41.1 | 5.8 | 1.3 | 5.2 | 8.3 | 4.2 | 5.8 | 5.9 | 11.4 | 9.0 | 18.9 | 37.1 | 7.2 | 6.9 | 4.4 | 1.5 |
Standard Deviation(%) | NA | 6.1 | 5.9 | 6.0 | 9.7 | 11.4 | 6.2 | 3.4 | 7.3 | 7.3 | 5.2 | 6.5 | 7.2 | 13.6 | 11.5 | 18.0 | 26.0 | 10.7 | 7.9 | 6.9 | 0.0 |
Treynor Ratio | NA | -0.24 | 0.19 | 0.1 | 0.1 | 0.04 | -0.28 | 0.12 | 0.06 | -0.02 | 0.06 | 0.1 | 0.13 | 0.01 | 0.11 | 0.23 | -0.29 | 0.0 | 0.1 | 0.0 | 0.0 |
Alpha | NA | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | NA | NA |
Beta | NA | 0.12 | 0.23 | 0.33 | 0.66 | 0.76 | 0.12 | 0.89 | 0.89 | 0.85 | 0.76 | 0.87 | 0.78 | 0.88 | 0.91 | 0.94 | 0.92 | 0.93 | 0.95 | NA | NA |
RSquared | NA | 0.18 | 0.29 | 0.4 | 0.72 | 0.78 | 0.19 | 0.89 | 0.97 | 0.96 | 0.89 | 0.91 | 0.8 | 0.96 | 0.95 | 0.99 | 0.99 | 0.96 | 0.41 | 0.0 | 0.0 |
Yield(%) | N/A | 14.2 | 7.1 | 6.2 | 5.9 | N/A | 11.9 | 2.8 | 4.1 | 1.5 | 7.4 | 4.6 | 1.7 | 1.5 | 1.4 | 2.2 | 2.0 | 5.2 | 3.3 | 2.3 | 1.1 |
Dividend Growth(%) | N/A | 294.9 | 51.3 | 330.5 | N/A | N/A | 362.9 | -29.9 | 161.2 | -80.3 | 65.0 | 192.3 | 11.7 | 20.9 | -26.6 | -17.8 | -62.7 | 70.1 | 50.2 | 109.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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