Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLHAX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS A) | NA | -1.29% | 6.94% | 4.87% | 8.57% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLHAX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 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 | -1.29 | 6.94 | 4.87 | 8.57 | NA | NA | … | … | -1.90 | 15.47 | 6.65 | -1.99 | 4.90 | 12.58 | 12.53 | -0.97 | 11.42 | 25.31 | -31.38 | 2.27 | 7.49 |
| Sharpe Ratio | NA | -0.29 | 0.74 | 0.52 | 0.65 | NA | NA | … | … | -0.36 | 3.18 | 0.62 | -0.19 | 0.70 | 1.56 | 1.33 | -0.06 | 0.77 | 1.11 | -0.98 | -0.06 | 0.80 |
| Standard Deviation(%) | NA | 9.01 | 8.47 | 8.59 | 12.67 | NA | NA | … | … | 9.17 | 4.69 | 10.35 | 10.47 | 6.97 | 8.06 | 9.44 | 18.06 | 14.69 | 22.64 | 32.83 | 13.27 | 10.08 |
| Draw Down(%) | NA | 8.20 | 9.05 | 13.77 | 22.99 | NA | NA | … | … | 8.20 | 1.51 | 7.96 | 10.51 | 5.55 | 6.49 | 7.97 | 15.54 | 11.77 | 22.99 | 43.19 | 8.80 | 8.59 |
| Yield(%) | 0.00 | 18.39 | 9.08 | 7.54 | 7.29 | 3.80 | 2.85 | … | … | 16.23 | 2.69 | 4.09 | 1.61 | 8.50 | 5.06 | 1.69 | 1.45 | 1.36 | 2.07 | 1.69 | 5.08 | 3.22 |
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 |
|---|---|---|---|---|
| NLHAX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS A) |
-7.48%
Jun 2007 – Jun 2010 |
-1.41%
May 2007 – May 2012 |
2.95%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLHAX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS A) |
20.84%
Feb 2009 – Feb 2012 |
16.05%
Feb 2009 – Feb 2014 |
8.60%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart