Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REBHX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS R3 SHARES) | NA | -1.74% | 8.49% | 7.50% | 9.74% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REBHX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS R3 SHARES) | 12/28/2004 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.74 | 8.49 | 7.50 | 9.74 | NA | NA | … | … | 0.00 | 1.53 | 15.27 | 6.00 | 1.08 | 11.39 | 17.77 | 11.14 | 2.92 | 11.21 | 16.64 | -25.46 | -12.45 | 18.95 | 4.96 | -0.15 |
| Sharpe Ratio | NA | -0.37 | 1.03 | 0.87 | 1.02 | NA | NA | … | … | 0.00 | 0.02 | 3.37 | 0.61 | 0.12 | 1.60 | 2.43 | 1.54 | 0.21 | 1.07 | 1.20 | -1.08 | -1.22 | 1.76 | 0.47 | -9.76 |
| Standard Deviation(%) | NA | 8.38 | 7.48 | 7.79 | 9.25 | NA | NA | … | … | NA | 8.60 | 4.36 | 9.43 | 8.76 | 7.12 | 7.29 | 7.25 | 13.56 | 10.44 | 13.75 | 24.46 | 12.69 | 8.92 | 5.90 | 1.33 |
| Draw Down(%) | NA | 6.09 | 6.37 | 8.24 | 11.72 | NA | NA | … | … | 0.00 | 6.37 | 1.40 | 5.82 | 6.87 | 4.76 | 5.24 | 5.63 | 11.71 | 8.85 | 14.06 | 33.98 | 12.45 | 4.46 | 4.22 | 0.15 |
| Yield(%) | 0.00 | 23.02 | 12.68 | 9.09 | 8.54 | 4.92 | 3.69 | … | … | 0.00 | 23.79 | 5.57 | 4.88 | 2.19 | 1.75 | 1.52 | 1.96 | 1.89 | 2.41 | 2.15 | 6.79 | 0.77 | 8.27 | 2.40 | 2.34 |
Data as of 02/01/2019, Common starting date is 12/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REBHX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS R3 SHARES) |
-11.25%
Feb 2006 – Feb 2009 |
-2.72%
Dec 2006 – Dec 2011 |
3.13%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REBHX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS R3 SHARES) |
15.76%
Feb 2009 – Feb 2012 |
14.26%
Feb 2009 – Feb 2014 |
9.74%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart