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RLRHX: STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND - CLASS R3 SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/10/2004 |
Last Dividend Date: | 11/14/2018 |
12-Mo. Yield | 1.54% |
Expenses | 0.89% |
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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 | 0.5 | 2.6 | 4.1 | 4.5 | -2.0 | 10.0 | 5.3 | -1.5 | 4.7 | 5.9 | 8.4 | 4.2 | 9.4 | 17.9 | -14.8 | 4.1 | 8.6 | 4.1 | 3.0 |
Sharpe Ratio | NA | -0.55 | 0.77 | 0.63 | 0.95 | 0.5 | -0.63 | 3.11 | 0.87 | -0.28 | 1.18 | 1.16 | 1.74 | 0.49 | 1.29 | 1.65 | -1.03 | 0.18 | 1.04 | 0.45 | 1.82 |
Draw Down(%) | NA | 5.2 | 5.2 | 8.1 | 12.2 | 25.9 | 5.2 | 1.2 | 3.6 | 6.9 | 3.2 | 5.2 | 3.6 | 6.2 | 5.1 | 12.2 | 25.6 | 4.1 | 3.5 | 2.7 | 1.3 |
Standard Deviation(%) | NA | 5.3 | 4.9 | 4.9 | 6.5 | 7.2 | 5.4 | 3.0 | 5.9 | 5.6 | 3.9 | 5.0 | 4.9 | 8.6 | 7.3 | 10.8 | 15.3 | 6.0 | 5.1 | 4.2 | 4.7 |
Treynor Ratio | NA | -0.03 | 0.04 | 0.03 | 0.05 | 0.03 | -0.03 | 0.11 | 0.04 | -0.02 | 0.05 | 0.06 | 0.08 | 0.03 | 0.08 | 0.15 | -0.12 | 0.01 | 0.05 | 0.03 | 0.14 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.0 | 0.02 | 0.02 | 0.02 |
Beta | NA | 1.05 | 1.03 | 1.02 | 1.14 | 1.15 | 1.15 | 0.86 | 1.25 | 0.97 | 1.01 | 0.94 | 1.02 | 1.3 | 1.22 | 1.16 | 1.29 | 1.03 | 0.97 | 0.76 | 0.62 |
RSquared | NA | 0.73 | 0.72 | 0.72 | 0.78 | 0.81 | 0.8 | 0.61 | 0.88 | 0.7 | 0.75 | 0.66 | 0.67 | 0.83 | 0.85 | 0.81 | 0.93 | 0.77 | 0.71 | 0.56 | 0.31 |
Yield(%) | N/A | 10.3 | 5.0 | 4.9 | 5.0 | N/A | 9.5 | 1.9 | 1.6 | 1.9 | 6.3 | 4.2 | 3.9 | 2.5 | 2.4 | 3.3 | 3.2 | 5.2 | 3.9 | 2.7 | 1.6 |
Dividend Growth(%) | N/A | 595.0 | 3.4 | 110.7 | N/A | N/A | 433.3 | 26.3 | -17.4 | -71.2 | 53.8 | 13.0 | 58.6 | 11.5 | -18.8 | -13.5 | -39.3 | 38.6 | 46.7 | 66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/13/2004
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