Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBSAX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS A) | NA | -1.76% | 8.42% | 7.38% | 9.51% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBSAX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS A) | 05/31/2006 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.76 | 8.42 | 7.38 | 9.51 | NA | NA | … | … | 0.00 | 1.56 | 15.20 | 5.83 | 0.90 | 11.21 | 17.54 | 10.98 | 2.73 | 10.25 | 16.48 | -25.61 | -12.34 | 15.19 |
| Sharpe Ratio | NA | -0.38 | 1.03 | 0.85 | 1.00 | NA | NA | … | … | 0.00 | 0.03 | 3.31 | 0.60 | 0.10 | 1.58 | 2.41 | 1.51 | 0.20 | 0.97 | 1.18 | -1.08 | -1.22 | 2.32 |
| Standard Deviation(%) | NA | 8.34 | 7.43 | 7.76 | 9.28 | NA | NA | … | … | NA | 8.55 | 4.43 | 9.34 | 8.76 | 7.10 | 7.26 | 7.30 | 13.53 | 10.46 | 13.93 | 24.51 | 12.60 | 10.25 |
| Draw Down(%) | NA | 6.10 | 6.38 | 8.42 | 11.84 | NA | NA | … | … | 0.00 | 6.38 | 1.39 | 5.86 | 6.97 | 4.81 | 5.20 | 5.70 | 11.84 | 9.42 | 14.09 | 34.08 | 12.34 | 3.09 |
| Yield(%) | 0.00 | 22.85 | 12.52 | 8.90 | 8.19 | 4.30 | 3.22 | … | … | 0.00 | 23.62 | 5.52 | 4.62 | 2.00 | 1.56 | 1.33 | 1.76 | 1.71 | 1.59 | 1.98 | 6.58 | 0.70 | 7.23 |
Data as of 02/01/2019, Common starting date is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBSAX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS A) |
-8.85%
Jun 2007 – Jun 2010 |
-2.96%
Dec 2006 – Dec 2011 |
2.91%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBSAX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS A) |
15.35%
Feb 2009 – Feb 2012 |
13.92%
Feb 2009 – Feb 2014 |
9.51%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart