Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RAYTX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND - CLASS R2 SHARES) | NA | -1.35% | 6.85% | 4.78% | 8.45% | NA | NA | 4.70% |
Data as of 12/13/2018, AR inception is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAYTX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 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 | -1.35 | 6.85 | 4.78 | 8.45 | NA | NA | 4.70 | -1.90 | 15.37 | 6.50 | -2.10 | 4.79 | 12.41 | 12.36 | -1.04 | 11.32 | 25.09 | -31.43 | 2.11 | 14.51 | 7.06 | -1.60 |
| Sharpe Ratio | NA | -0.29 | 0.74 | 0.51 | 0.65 | NA | NA | 0.24 | -0.36 | 3.17 | 0.61 | -0.20 | 0.68 | 1.53 | 1.31 | -0.06 | 0.76 | 1.13 | -0.98 | -0.07 | 1.18 | 0.59 | NA |
| Standard Deviation(%) | NA | 9.01 | 8.46 | 8.61 | 12.59 | NA | NA | 14.61 | 9.17 | 4.66 | 10.34 | 10.54 | 6.99 | 8.08 | 9.44 | 18.02 | 14.71 | 22.16 | 32.88 | 13.24 | 9.54 | 8.23 | 0.00 |
| Draw Down(%) | NA | 8.22 | 9.04 | 13.83 | 23.12 | NA | NA | 48.85 | 8.22 | 1.51 | 7.97 | 10.53 | 5.62 | 6.45 | 8.05 | 15.50 | 11.79 | 23.12 | 43.24 | 8.82 | 8.43 | 5.39 | 1.60 |
| Yield(%) | 0.00 | 18.31 | 9.01 | 7.46 | 7.15 | 4.25 | 3.19 | 4.90 | 16.22 | 2.62 | 4.08 | 1.50 | 8.39 | 4.88 | 1.60 | 1.31 | 1.24 | 1.93 | 1.57 | 4.99 | 3.09 | 2.22 | 0.85 |
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 |
|---|---|---|---|---|
| RAYTX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND - CLASS R2 SHARES) |
-13.05%
Feb 2006 - Feb 2009 |
-1.54%
May 2007 - May 2012 |
2.83%
Nov 2006 - Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAYTX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND - CLASS R2 SHARES) |
20.68%
Feb 2009 - Feb 2012 |
15.90%
Feb 2009 - Feb 2014 |
8.49%
Nov 2008 - Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart