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RIETX: STATE FARM INTERNATIONAL EQUITY FUND STATE FARM INTERNATIONAL EQUITY FUND - CLASS R2 SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/2004 |
| Last Dividend Date: | 11/13/2018 |
| 12-Mo. Yield | 5.75% |
| Expenses | 1.75% |
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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 12/28/2004 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -1.3 | 2.4 | 4.1 | 3.1 | -10.7 | 33.6 | -5.6 | -0.6 | -6.5 | 17.4 | 18.3 | -13.9 | 11.8 | 35.6 | -47.1 | 10.6 | 18.5 | 16.3 | 0.1 |
| Sharpe Ratio | NA | -0.87 | 0.31 | 0.1 | 0.36 | 0.11 | -0.97 | 4.02 | -0.34 | -0.04 | -0.55 | 1.39 | 1.08 | -0.5 | 0.52 | 1.15 | -1.11 | 0.44 | 1.04 | 1.36 | 0.94 |
| Draw Down(%) | NA | 19.6 | 19.6 | 23.9 | 28.0 | 62.4 | 19.6 | 2.6 | 14.3 | 17.8 | 13.5 | 9.3 | 15.8 | 28.0 | 18.0 | 26.9 | 58.5 | 12.0 | 16.0 | 7.9 | 0.4 |
| Standard Deviation(%) | NA | 12.7 | 13.2 | 13.5 | 19.0 | 20.9 | 12.9 | 8.2 | 17.0 | 15.8 | 11.8 | 12.5 | 17.1 | 27.9 | 22.4 | 30.9 | 43.1 | 17.2 | 14.7 | 10.4 | 9.9 |
| Treynor Ratio | NA | -0.18 | 0.05 | 0.02 | 0.07 | 0.02 | -0.21 | 0.42 | -0.06 | -0.01 | -0.07 | 0.19 | 0.2 | -0.14 | 0.12 | 0.35 | -0.5 | 0.09 | 0.17 | 0.2 | 0.08 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.0 | -0.03 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | 0.02 | -0.23 |
| Beta | NA | 0.6 | 0.77 | 0.82 | 0.93 | 0.93 | 0.6 | 0.79 | 0.92 | 0.94 | 0.91 | 0.9 | 0.94 | 0.97 | 1.02 | 1.01 | 0.97 | 0.85 | 0.91 | 0.71 | 1.16 |
| RSquared | NA | 0.73 | 0.81 | 0.85 | 0.91 | 0.92 | 0.73 | 0.76 | 0.91 | 0.92 | 0.92 | 0.92 | 0.88 | 0.98 | 0.98 | 0.9 | 0.98 | 0.91 | 0.87 | 0.5 | 0.9 |
| Yield(%) | N/A | 5.8 | 2.5 | 1.7 | 2.2 | N/A | 3.3 | 3.2 | 0.0 | 0.1 | 0.5 | 1.1 | 0.0 | 1.2 | 1.6 | 0.6 | 1.6 | 8.1 | 1.8 | 1.4 | 1.0 |
| Dividend Growth(%) | N/A | N/A | 356.9 | 82.4 | N/A | N/A | 37.0 | N/A | -100.0 | -88.5 | -42.5 | N/A | -100.0 | -20.3 | 289.5 | -81.6 | -79.6 | 410.1 | 48.9 | 46.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2004
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See Foreign Large Growth Asset Class Trend Rankings |
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