Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAYOX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS R1 SHARES) | NA | -1.33% | 6.76% | 4.63% | 8.27% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAYOX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS R1 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 | -1.33 | 6.76 | 4.63 | 8.27 | NA | NA | … | … | -1.91 | 15.31 | 6.29 | -2.30 | 4.59 | 12.16 | 12.23 | -1.25 | 11.09 | 24.77 | -31.55 | 1.89 | 14.31 | 6.81 | -1.58 |
| Sharpe Ratio | NA | -0.29 | 0.72 | 0.49 | 0.63 | NA | NA | … | … | -0.36 | 3.16 | 0.58 | -0.22 | 0.65 | 1.49 | 1.30 | -0.07 | 0.75 | 1.12 | -0.99 | -0.09 | 1.16 | 0.56 | NA |
| Standard Deviation(%) | NA | 9.05 | 8.48 | 8.61 | 12.59 | NA | NA | … | … | 9.20 | 4.66 | 10.37 | 10.48 | 6.99 | 8.12 | 9.43 | 18.08 | 14.67 | 22.12 | 32.85 | 13.30 | 9.50 | 8.23 | 0.00 |
| Draw Down(%) | NA | 8.19 | 9.06 | 13.98 | 23.01 | NA | NA | … | … | 8.19 | 1.52 | 8.00 | 10.64 | 5.59 | 6.53 | 8.02 | 15.64 | 11.78 | 23.01 | 43.25 | 8.85 | 8.39 | 5.40 | 1.58 |
| Yield(%) | 0.00 | 18.30 | 8.88 | 7.31 | 6.90 | 4.08 | 3.06 | … | … | 16.28 | 2.52 | 3.86 | 1.32 | 8.14 | 4.75 | 1.35 | 1.11 | 0.98 | 1.76 | 1.47 | 4.78 | 2.85 | 2.21 | 0.87 |
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 |
|---|---|---|---|---|
| RAYOX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS R1 SHARES) |
-13.21%
Feb 2006 – Feb 2009 |
-1.72%
May 2007 – May 2012 |
2.62%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAYOX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – CLASS R1 SHARES) |
20.42%
Feb 2009 – Feb 2012 |
15.67%
Feb 2009 – Feb 2014 |
8.31%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart