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RLRTX: STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND - CLASS R2 SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/29/2004 |
Last Dividend Date: | 11/14/2018 |
12-Mo. Yield | 10.26% |
Expenses | 1.38% |
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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 01/26/2005 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.5 | 2.5 | 3.9 | 4.1 | -2.0 | 9.9 | 5.0 | -1.8 | 4.4 | 5.4 | 8.2 | 3.7 | 9.3 | 17.6 | -15.5 | 3.9 | 8.2 | 3.8 | 2.8 |
Sharpe Ratio | NA | -0.55 | 0.74 | 0.59 | 0.91 | 0.46 | -0.62 | 3.11 | 0.82 | -0.33 | 1.12 | 1.08 | 1.72 | 0.43 | 1.27 | 1.61 | -1.07 | 0.14 | 0.96 | 0.39 | 1.99 |
Draw Down(%) | NA | 5.2 | 5.2 | 8.4 | 12.1 | 26.1 | 5.2 | 1.2 | 3.6 | 7.0 | 3.2 | 5.2 | 3.6 | 6.4 | 5.0 | 12.1 | 25.7 | 4.2 | 3.6 | 2.7 | 1.4 |
Standard Deviation(%) | NA | 5.3 | 4.9 | 4.9 | 6.5 | 7.2 | 5.4 | 3.0 | 5.8 | 5.7 | 3.9 | 5.0 | 4.8 | 8.6 | 7.2 | 10.8 | 15.3 | 6.1 | 5.1 | 4.2 | 4.9 |
Treynor Ratio | NA | -0.03 | 0.04 | 0.03 | 0.05 | 0.03 | -0.03 | 0.11 | 0.04 | -0.02 | 0.04 | 0.06 | 0.08 | 0.03 | 0.08 | 0.15 | -0.13 | 0.01 | 0.05 | 0.02 | 0.14 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.02 | 0.0 | 0.02 | 0.02 | 0.02 |
Beta | NA | 1.06 | 1.03 | 1.02 | 1.14 | 1.15 | 1.16 | 0.85 | 1.24 | 0.97 | 1.01 | 0.93 | 1.02 | 1.29 | 1.21 | 1.17 | 1.29 | 1.04 | 0.98 | 0.77 | 0.69 |
RSquared | NA | 0.73 | 0.71 | 0.72 | 0.78 | 0.81 | 0.8 | 0.6 | 0.88 | 0.7 | 0.75 | 0.66 | 0.68 | 0.82 | 0.85 | 0.82 | 0.93 | 0.76 | 0.72 | 0.57 | 0.33 |
Yield(%) | N/A | 10.3 | 4.9 | 4.7 | 4.7 | N/A | 9.5 | 1.9 | 1.4 | 1.5 | 6.0 | 3.9 | 3.7 | 2.2 | 2.1 | 2.8 | 2.4 | 4.9 | 3.2 | 2.4 | 1.6 |
Dividend Growth(%) | N/A | 628.3 | 7.9 | 126.7 | N/A | N/A | 442.8 | 44.8 | -9.9 | -76.2 | 56.9 | 10.5 | 72.2 | 7.1 | -13.5 | -2.1 | -51.2 | 56.5 | 36.8 | 57.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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