Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLOAX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – CLASS A) | NA | -1.16% | 8.38% | 5.91% | 9.63% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLOAX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 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 | -1.16 | 8.38 | 5.91 | 9.63 | NA | NA | … | … | -1.92 | 18.92 | 7.47 | -2.21 | 5.12 | 16.65 | 14.11 | -2.70 | 12.28 | 27.49 | -35.68 | 1.57 | 7.89 |
| Sharpe Ratio | NA | -0.22 | 0.73 | 0.51 | 0.61 | NA | NA | … | … | -0.29 | 3.14 | 0.55 | -0.17 | 0.60 | 1.76 | 1.25 | -0.12 | 0.70 | 1.04 | -0.94 | -0.09 | 0.76 |
| Standard Deviation(%) | NA | 11.39 | 10.72 | 10.82 | 15.23 | NA | NA | … | … | 11.59 | 5.86 | 13.13 | 13.33 | 8.44 | 9.42 | 11.32 | 21.85 | 17.40 | 26.47 | 38.72 | 15.45 | 11.45 |
| Draw Down(%) | NA | 9.46 | 11.84 | 17.08 | 26.34 | NA | NA | … | … | 9.46 | 1.70 | 10.49 | 12.69 | 6.74 | 6.98 | 9.71 | 18.85 | 14.04 | 26.34 | 47.85 | 10.20 | 9.85 |
| Yield(%) | 0.00 | 21.59 | 10.70 | 8.72 | 8.61 | 4.10 | 3.08 | … | … | 19.59 | 2.54 | 3.92 | 1.90 | 9.37 | 5.97 | 1.76 | 1.31 | 1.25 | 1.88 | 1.37 | 4.98 | 2.77 |
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 |
|---|---|---|---|---|
| NLOAX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – CLASS A) |
-9.87%
Jun 2007 – Jun 2010 |
-2.84%
May 2007 – May 2012 |
2.87%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLOAX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – CLASS A) |
22.77%
Feb 2009 – Feb 2012 |
18.04%
Feb 2009 – Feb 2014 |
9.63%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart