Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLROX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS R1 SHARES) | NA | -1.56% | 4.33% | 3.14% | 6.03% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 09/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLROX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS R1 SHARES) | 09/29/2004 | 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 | -1.56 | 4.33 | 3.14 | 6.03 | NA | NA | … | … | -1.93 | 9.84 | 4.80 | -1.99 | 4.16 | 5.30 | 8.01 | 3.56 | 8.98 | 17.33 | -15.68 | 3.65 | 7.95 | 3.55 | 2.78 |
| Sharpe Ratio | NA | -0.54 | 0.73 | 0.56 | 0.89 | NA | NA | … | … | -0.62 | 3.05 | 0.78 | -0.36 | 1.04 | 1.04 | 1.65 | 0.41 | 1.24 | 1.59 | -1.08 | 0.10 | 0.92 | 0.32 | 2.07 |
| Standard Deviation(%) | NA | 5.33 | 4.93 | 4.89 | 6.49 | NA | NA | … | … | 5.41 | 3.03 | 5.86 | 5.64 | 4.00 | 5.08 | 4.85 | 8.58 | 7.19 | 10.83 | 15.29 | 6.09 | 5.06 | 4.27 | 4.76 |
| Draw Down(%) | NA | 5.27 | 5.27 | 8.49 | 12.25 | NA | NA | … | … | 5.27 | 1.27 | 3.64 | 7.04 | 3.18 | 5.26 | 3.66 | 6.41 | 5.00 | 12.25 | 25.79 | 4.30 | 3.68 | 2.75 | 1.33 |
| Yield(%) | 0.00 | 10.48 | 4.90 | 4.63 | 4.52 | 3.56 | 2.67 | … | … | 9.68 | 1.87 | 1.16 | 1.29 | 5.93 | 3.77 | 3.54 | 1.96 | 1.92 | 2.70 | 2.26 | 4.66 | 3.78 | 3.07 | 1.66 |
Data as of 12/13/2018, Common starting date is 09/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLROX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS R1 SHARES) |
-5.11%
Feb 2006 – Feb 2009 |
2.49%
Oct 2004 – Oct 2009 |
3.37%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLROX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – CLASS R1 SHARES) |
14.61%
Feb 2009 – Feb 2012 |
10.74%
Feb 2009 – Feb 2014 |
6.15%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart