Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NILAX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS A) | NA | -1.48% | 4.52% | 3.39% | 6.29% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NILAX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS A) | 05/03/2006 | 12/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.48 | 4.52 | 3.39 | 6.29 | NA | NA | … | … | -1.87 | 9.95 | 5.19 | -1.67 | 4.52 | 5.59 | 8.31 | 4.01 | 8.92 | 17.62 | -15.33 | 3.96 | 4.52 |
| Sharpe Ratio | NA | -0.52 | 0.77 | 0.61 | 0.92 | NA | NA | … | … | -0.60 | 3.10 | 0.85 | -0.30 | 1.17 | 1.09 | 1.73 | 0.46 | 1.22 | 1.59 | -1.06 | 0.16 | 0.61 |
| Standard Deviation(%) | NA | 5.35 | 4.92 | 4.86 | 6.52 | NA | NA | … | … | 5.43 | 3.02 | 5.82 | 5.60 | 3.84 | 5.08 | 4.83 | 8.59 | 7.26 | 11.02 | 15.29 | 6.00 | 5.74 |
| Draw Down(%) | NA | 5.24 | 5.24 | 8.29 | 12.07 | NA | NA | … | … | 5.24 | 1.28 | 3.66 | 6.91 | 3.20 | 5.20 | 3.66 | 6.28 | 5.34 | 12.07 | 25.74 | 4.14 | 5.22 |
| Yield(%) | 0.00 | 10.61 | 5.12 | 4.88 | 4.88 | 3.33 | 2.49 | … | … | 9.78 | 2.03 | 1.45 | 1.63 | 6.29 | 4.13 | 3.91 | 2.39 | 1.94 | 3.04 | 2.59 | 5.22 | 3.51 |
Data as of 12/13/2018, Common starting date is 05/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NILAX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS A) |
-0.46%
Jun 2006 – Jun 2009 |
2.97%
May 2007 – May 2012 |
3.69%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NILAX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS A) |
14.86%
Feb 2009 – Feb 2012 |
11.03%
Feb 2009 – Feb 2014 |
6.42%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart