Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAUHX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – CLASS R3 SHARES) | NA | -1.25% | 8.43% | 6.01% | 9.90% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAUHX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – CLASS R3 SHARES) | 12/30/2004 | 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 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.25 | 8.43 | 6.01 | 9.90 | NA | NA | … | … | -1.99 | 18.93 | 7.68 | -2.02 | 5.32 | 16.71 | 14.41 | -2.52 | 12.41 | 29.18 | -35.57 | 1.79 | 16.60 | 7.96 | -1.53 |
| Sharpe Ratio | NA | -0.22 | 0.74 | 0.51 | 0.63 | NA | NA | … | … | -0.29 | 3.14 | 0.57 | -0.15 | 0.63 | 1.77 | 1.28 | -0.12 | 0.71 | 1.09 | -0.94 | -0.08 | 1.24 | 0.62 | NA |
| Standard Deviation(%) | NA | 11.43 | 10.72 | 10.84 | 15.26 | NA | NA | … | … | 11.62 | 5.85 | 13.11 | 13.40 | 8.46 | 9.41 | 11.33 | 21.77 | 17.43 | 26.65 | 38.69 | 15.48 | 10.81 | 9.32 | 0.00 |
| Draw Down(%) | NA | 9.53 | 11.78 | 16.92 | 26.38 | NA | NA | … | … | 9.53 | 1.73 | 10.42 | 12.62 | 6.68 | 6.99 | 9.70 | 18.78 | 14.07 | 26.38 | 47.83 | 10.17 | 9.74 | 6.10 | 1.53 |
| Yield(%) | 0.00 | 21.10 | 10.59 | 8.68 | 8.77 | 4.87 | 3.65 | … | … | 19.13 | 2.49 | 4.07 | 2.02 | 9.38 | 6.00 | 1.85 | 1.43 | 1.37 | 2.06 | 1.51 | 5.07 | 2.83 | 2.13 | 0.92 |
Data as of 12/13/2018, Common starting date is 12/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAUHX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – CLASS R3 SHARES) |
-15.35%
Feb 2006 – Feb 2009 |
-2.44%
May 2007 – May 2012 |
3.12%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAUHX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – CLASS R3 SHARES) |
23.47%
Feb 2009 – Feb 2012 |
18.54%
Feb 2009 – Feb 2014 |
9.91%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart