Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLHBX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS B) | NA | -1.28% | 6.87% | 4.55% | 8.03% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLHBX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 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 | -1.28 | 6.87 | 4.55 | 8.03 | NA | NA | … | … | -1.87 | 15.42 | 6.47 | -2.59 | 4.21 | 11.75 | 11.75 | -1.66 | 10.67 | 24.33 | -31.78 | 1.58 | 7.11 |
| Sharpe Ratio | NA | -0.29 | 0.73 | 0.48 | 0.61 | NA | NA | … | … | -0.36 | 3.16 | 0.60 | -0.25 | 0.60 | 1.45 | 1.25 | -0.09 | 0.72 | 1.07 | -0.99 | -0.11 | 0.74 |
| Standard Deviation(%) | NA | 9.03 | 8.47 | 8.60 | 12.68 | NA | NA | … | … | 9.18 | 4.70 | 10.33 | 10.48 | 7.00 | 8.07 | 9.42 | 18.12 | 14.66 | 22.66 | 32.91 | 13.25 | 10.11 |
| Draw Down(%) | NA | 8.22 | 9.07 | 14.12 | 23.14 | NA | NA | … | … | 8.22 | 1.51 | 7.99 | 10.78 | 5.67 | 6.54 | 8.09 | 15.79 | 11.92 | 23.14 | 43.36 | 8.90 | 8.59 |
| Yield(%) | 0.00 | 18.34 | 8.81 | 7.14 | 6.52 | 3.38 | 2.53 | … | … | 16.27 | 2.60 | 3.90 | 0.89 | 7.76 | 4.35 | 0.96 | 0.77 | 0.67 | 1.40 | 1.17 | 4.53 | 2.99 |
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 |
|---|---|---|---|---|
| NLHBX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS B) |
-8.12%
Jun 2007 – Jun 2010 |
-2.09%
May 2007 – May 2012 |
2.31%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLHBX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS B) |
20.03%
Feb 2009 – Feb 2012 |
15.25%
Feb 2009 – Feb 2014 |
8.05%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart