Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBSBX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS B) | NA | -1.60% | 8.24% | 6.97% | 8.93% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBSBX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS B) | 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 | -1.60 | 8.24 | 6.97 | 8.93 | NA | NA | … | … | 0.00 | 1.72 | 15.10 | 5.04 | 0.27 | 10.54 | 16.75 | 10.32 | 2.01 | 9.55 | 15.38 | -25.99 | -12.30 | 14.52 |
| Sharpe Ratio | NA | -0.36 | 1.02 | 0.81 | 0.93 | NA | NA | … | … | 0.00 | 0.05 | 3.33 | 0.53 | 0.03 | 1.46 | 2.29 | 1.40 | 0.15 | 0.89 | 1.10 | -1.10 | -1.26 | 2.28 |
| Standard Deviation(%) | NA | 8.35 | 7.32 | 7.70 | 9.27 | NA | NA | … | … | NA | 8.56 | 4.36 | 9.09 | 8.71 | 7.19 | 7.31 | 7.38 | 13.63 | 10.58 | 13.89 | 24.47 | 12.21 | 9.90 |
| Draw Down(%) | NA | 6.08 | 6.30 | 8.99 | 11.95 | NA | NA | … | … | 0.00 | 6.30 | 1.39 | 6.03 | 7.21 | 4.81 | 5.31 | 5.81 | 11.95 | 9.57 | 14.09 | 34.38 | 12.30 | 3.19 |
| Yield(%) | 0.00 | 22.82 | 12.22 | 8.40 | 7.34 | 3.87 | 2.90 | … | … | 0.00 | 23.59 | 5.34 | 3.92 | 1.28 | 0.91 | 0.74 | 1.01 | 0.98 | 0.96 | 0.99 | 6.04 | 0.37 | 6.85 |
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 |
|---|---|---|---|---|
| NBSBX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS B) |
-9.39%
Jun 2007 – Jun 2010 |
-3.50%
Dec 2006 – Dec 2011 |
2.30%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBSBX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS B) |
14.49%
Feb 2009 – Feb 2012 |
13.13%
Feb 2009 – Feb 2014 |
8.93%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart