Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLRHX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS R3 SHARES) | NA | -1.60% | 4.55% | 3.49% | 6.46% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 09/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLRHX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS R3 SHARES) | 09/10/2004 | 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 | -1.60 | 4.55 | 3.49 | 6.46 | NA | NA | … | … | -1.96 | 9.96 | 5.34 | -1.55 | 4.68 | 5.88 | 8.45 | 4.24 | 9.44 | 17.87 | -14.79 | 4.08 | 8.57 | 4.09 | 2.96 |
| Sharpe Ratio | NA | -0.56 | 0.76 | 0.62 | 0.95 | NA | NA | … | … | -0.64 | 3.10 | 0.87 | -0.28 | 1.18 | 1.16 | 1.74 | 0.49 | 1.29 | 1.65 | -1.03 | 0.16 | 1.02 | 0.43 | 1.81 |
| Standard Deviation(%) | NA | 5.29 | 4.92 | 4.88 | 6.49 | NA | NA | … | … | 5.37 | 3.01 | 5.89 | 5.64 | 3.94 | 5.04 | 4.87 | 8.62 | 7.27 | 10.78 | 15.27 | 6.02 | 5.08 | 4.23 | 4.70 |
| Draw Down(%) | NA | 5.24 | 5.24 | 8.15 | 12.18 | NA | NA | … | … | 5.24 | 1.25 | 3.58 | 6.88 | 3.17 | 5.18 | 3.60 | 6.25 | 5.07 | 12.18 | 25.55 | 4.12 | 3.55 | 2.69 | 1.34 |
| Yield(%) | 0.00 | 10.31 | 5.08 | 4.90 | 5.01 | 3.96 | 2.97 | … | … | 9.52 | 1.96 | 1.68 | 1.76 | 6.33 | 4.20 | 3.95 | 2.55 | 2.36 | 3.19 | 3.18 | 5.24 | 3.89 | 2.62 | 1.65 |
Data as of 12/13/2018, Common starting date is 09/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLRHX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS R3 SHARES) |
-4.51%
Feb 2006 – Feb 2009 |
3.08%
Jun 2005 – Jun 2010 |
3.94%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLRHX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS R3 SHARES) |
15.20%
Feb 2009 – Feb 2012 |
11.31%
Feb 2009 – Feb 2014 |
6.59%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart