Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RAUTX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND - CLASS R2 SHARES) | NA | -1.17% | 8.31% | 5.81% | 9.52% | NA | NA | 5.07% |
Data as of 12/13/2018, AR inception is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAUTX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND - CLASS R2 SHARES) | 12/30/2004 | 12/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.17 | 8.31 | 5.81 | 9.52 | NA | NA | 5.07 | -1.97 | 18.94 | 7.29 | -2.27 | 4.95 | 16.48 | 13.97 | -2.75 | 12.08 | 27.43 | -35.77 | 1.48 | 16.29 | 7.65 | -1.47 |
| Sharpe Ratio | NA | -0.22 | 0.72 | 0.50 | 0.60 | NA | NA | 0.22 | -0.29 | 3.16 | 0.54 | -0.17 | 0.58 | 1.75 | 1.24 | -0.13 | 0.69 | 1.03 | -0.95 | -0.10 | 1.20 | 0.59 | NA |
| Standard Deviation(%) | NA | 11.44 | 10.72 | 10.83 | 15.24 | NA | NA | 17.41 | 11.63 | 5.82 | 13.11 | 13.35 | 8.44 | 9.39 | 11.31 | 21.79 | 17.45 | 26.52 | 38.69 | 15.48 | 10.84 | 9.32 | 0.00 |
| Draw Down(%) | NA | 9.53 | 11.83 | 17.13 | 26.34 | NA | NA | 54.56 | 9.53 | 1.71 | 10.49 | 12.69 | 6.69 | 6.99 | 9.72 | 18.87 | 14.05 | 26.34 | 47.88 | 10.15 | 9.75 | 6.11 | 1.47 |
| Yield(%) | 0.00 | 21.51 | 10.61 | 8.62 | 8.45 | 4.65 | 3.49 | 5.37 | 19.55 | 2.46 | 3.87 | 1.78 | 9.27 | 5.80 | 1.62 | 1.19 | 1.13 | 1.82 | 1.29 | 4.83 | 2.67 | 1.90 | 0.83 |
Data as of 12/13/2018, AR inception is 12/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAUTX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND - CLASS R2 SHARES) |
-15.57%
Feb 2006 - Feb 2009 |
-2.95%
May 2007 - May 2012 |
2.71%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAUTX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND - CLASS R2 SHARES) |
22.62%
Feb 2009 - Feb 2012 |
17.91%
Feb 2009 - Feb 2014 |
9.52%
Nov 2008 - Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart