Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NILBX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS B) | NA | -1.55% | 4.17% | 2.93% | 5.72% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NILBX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS B) | 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 | -1.55 | 4.17 | 2.93 | 5.72 | NA | NA | … | … | -1.86 | 9.71 | 4.49 | -2.41 | 3.86 | 3.29 | 9.80 | 3.07 | 8.26 | 16.86 | -16.00 | 3.31 | 4.13 |
| Sharpe Ratio | NA | -0.54 | 0.70 | 0.51 | 0.83 | NA | NA | … | … | -0.61 | 2.98 | 0.73 | -0.43 | 0.97 | 0.63 | 1.85 | 0.35 | 1.12 | 1.51 | -1.10 | 0.05 | 0.51 |
| Standard Deviation(%) | NA | 5.27 | 4.89 | 4.87 | 6.57 | NA | NA | … | … | 5.35 | 3.06 | 5.81 | 5.64 | 3.96 | 5.13 | 5.32 | 8.56 | 7.28 | 11.09 | 15.32 | 6.06 | 5.65 |
| Draw Down(%) | NA | 5.28 | 5.28 | 8.78 | 12.21 | NA | NA | … | … | 5.28 | 1.27 | 3.63 | 7.21 | 3.28 | 5.25 | 3.73 | 6.58 | 5.41 | 12.21 | 26.00 | 4.29 | 5.31 |
| Yield(%) | 0.00 | 10.53 | 4.74 | 4.42 | 4.16 | 2.82 | 2.11 | … | … | 9.72 | 1.85 | 0.77 | 0.87 | 5.62 | 3.79 | 3.29 | 1.48 | 1.26 | 2.31 | 1.94 | 4.33 | 2.87 |
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 |
|---|---|---|---|---|
| NILBX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS B) |
-1.13%
Jun 2006 – Jun 2009 |
2.23%
May 2007 – May 2012 |
3.00%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NILBX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS B) |
14.02%
Feb 2009 – Feb 2012 |
10.38%
Feb 2009 – Feb 2014 |
5.84%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart