Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REBTX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS R2 SHARES) | NA | -1.84% | 8.34% | 7.27% | 9.39% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REBTX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS R2 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 | -1.84 | 8.34 | 7.27 | 9.39 | NA | NA | … | … | 0.00 | 1.44 | 15.21 | 5.70 | 0.78 | 11.11 | 17.34 | 10.82 | 2.63 | 10.04 | 16.51 | -25.75 | -12.42 | 18.45 | 4.56 | -0.13 |
| Sharpe Ratio | NA | -0.39 | 1.02 | 0.84 | 0.99 | NA | NA | … | … | 0.00 | 0.01 | 3.32 | 0.59 | 0.09 | 1.55 | 2.36 | 1.48 | 0.19 | 0.94 | 1.21 | -1.08 | -1.23 | 1.73 | 0.40 | -9.89 |
| Standard Deviation(%) | NA | 8.28 | 7.40 | 7.76 | 9.25 | NA | NA | … | … | NA | 8.48 | 4.41 | 9.35 | 8.75 | 7.17 | 7.33 | 7.34 | 13.58 | 10.59 | 13.57 | 24.51 | 12.57 | 8.82 | 5.92 | 1.24 |
| Draw Down(%) | NA | 6.10 | 6.30 | 8.54 | 11.84 | NA | NA | … | … | 0.00 | 6.30 | 1.40 | 5.93 | 7.02 | 4.77 | 5.15 | 5.64 | 11.84 | 9.44 | 14.08 | 34.12 | 12.42 | 4.47 | 4.33 | 0.13 |
| Yield(%) | 0.00 | 23.07 | 12.57 | 8.88 | 8.10 | 4.67 | 3.50 | … | … | 0.00 | 23.84 | 5.50 | 4.57 | 1.90 | 1.46 | 1.21 | 1.64 | 1.60 | 1.45 | 1.85 | 6.53 | 0.64 | 7.99 | 2.11 | 2.25 |
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 |
|---|---|---|---|---|
| REBTX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS R2 SHARES) |
-11.48%
Feb 2006 – Feb 2009 |
-3.07%
Dec 2006 – Dec 2011 |
2.79%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REBTX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – CLASS R2 SHARES) |
15.20%
Feb 2009 – Feb 2012 |
13.78%
Feb 2009 – Feb 2014 |
9.39%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart