Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RLRTX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND - CLASS R2 SHARES) | NA | -1.60% | 4.40% | 3.28% | 6.20% | NA | NA | 4.23% |
Data as of 12/13/2018, AR inception is 09/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLRTX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND - CLASS R2 SHARES) | 09/29/2004 | 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 | -1.60 | 4.40 | 3.28 | 6.20 | NA | NA | 4.23 | -1.96 | 9.93 | 5.00 | -1.85 | 4.44 | 5.44 | 8.23 | 3.74 | 9.28 | 17.55 | -15.50 | 3.89 | 8.16 | 3.81 | 2.77 |
| Sharpe Ratio | NA | -0.55 | 0.74 | 0.59 | 0.91 | NA | NA | 0.46 | -0.62 | 3.11 | 0.82 | -0.33 | 1.12 | 1.08 | 1.72 | 0.43 | 1.27 | 1.61 | -1.07 | 0.14 | 0.96 | 0.39 | 1.99 |
| Standard Deviation(%) | NA | 5.31 | 4.91 | 4.88 | 6.47 | NA | NA | 7.17 | 5.39 | 3.00 | 5.83 | 5.66 | 3.94 | 5.00 | 4.80 | 8.58 | 7.22 | 10.81 | 15.26 | 6.09 | 5.07 | 4.24 | 4.93 |
| Draw Down(%) | NA | 5.23 | 5.23 | 8.40 | 12.14 | NA | NA | 26.09 | 5.23 | 1.25 | 3.65 | 7.01 | 3.22 | 5.24 | 3.59 | 6.37 | 4.98 | 12.14 | 25.68 | 4.20 | 3.64 | 2.75 | 1.42 |
| Yield(%) | 0.00 | 10.26 | 4.90 | 4.67 | 4.66 | 3.64 | 2.73 | 3.90 | 9.47 | 1.88 | 1.36 | 1.45 | 6.01 | 3.86 | 3.67 | 2.16 | 2.15 | 2.85 | 2.41 | 4.88 | 3.25 | 2.43 | 1.56 |
Data as of 12/13/2018, AR inception is 09/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLRTX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND - CLASS R2 SHARES) |
-4.92%
Feb 2006 - Feb 2009 |
2.70%
Jun 2005 - Jun 2010 |
3.59%
Nov 2006 - Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLRTX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND - CLASS R2 SHARES) |
14.87%
Feb 2009 - Feb 2012 |
10.98%
Feb 2009 - Feb 2014 |
6.32%
Nov 2008 - Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart