Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAYHX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS R3 SHARES) | NA | -1.32% | 6.99% | 4.98% | 8.75% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAYHX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 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 | -1.32 | 6.99 | 4.98 | 8.75 | NA | NA | … | … | -1.93 | 15.44 | 6.90 | -1.87 | 5.16 | 12.74 | 12.76 | -0.77 | 11.60 | 25.67 | -31.15 | 2.40 | 14.79 | 7.25 | -1.59 |
| Sharpe Ratio | NA | -0.30 | 0.75 | 0.53 | 0.67 | NA | NA | … | … | -0.37 | 3.20 | 0.65 | -0.18 | 0.74 | 1.58 | 1.35 | -0.04 | 0.78 | 1.16 | -0.97 | -0.06 | 1.20 | 0.61 | NA |
| Standard Deviation(%) | NA | 9.03 | 8.47 | 8.61 | 12.58 | NA | NA | … | … | 9.19 | 4.63 | 10.35 | 10.54 | 6.99 | 8.06 | 9.47 | 18.08 | 14.71 | 22.04 | 32.91 | 13.26 | 9.51 | 8.22 | 0.00 |
| Draw Down(%) | NA | 8.20 | 9.08 | 13.70 | 22.99 | NA | NA | … | … | 8.20 | 1.50 | 7.97 | 10.43 | 5.57 | 6.46 | 8.00 | 15.42 | 11.67 | 22.99 | 43.16 | 8.74 | 8.41 | 5.38 | 1.59 |
| Yield(%) | 0.00 | 18.22 | 9.12 | 7.61 | 7.46 | 4.46 | 3.35 | … | … | 16.08 | 2.68 | 4.36 | 1.70 | 8.61 | 5.11 | 1.82 | 1.56 | 1.48 | 2.25 | 1.85 | 5.14 | 3.29 | 2.41 | 0.93 |
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 |
|---|---|---|---|---|
| RAYHX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS R3 SHARES) |
-12.82%
Feb 2006 – Feb 2009 |
-1.19%
May 2007 – May 2012 |
3.17%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAYHX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS R3 SHARES) |
21.16%
Feb 2009 – Feb 2012 |
16.32%
Feb 2009 – Feb 2014 |
8.78%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart