Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSEHX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – CLASS R3 SHARES) | NA | -1.95% | 10.96% | 6.05% | 12.40% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 01/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSEHX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – CLASS R3 SHARES) | 01/25/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.95 | 10.96 | 6.05 | 12.40 | NA | NA | … | … | 0.00 | -0.08 | 11.56 | 12.72 | -4.60 | 4.33 | 34.19 | 16.89 | -2.48 | 22.97 | 29.18 | -45.83 | 15.71 | 14.56 | 9.65 |
| Sharpe Ratio | NA | -0.24 | 0.74 | 0.33 | 0.61 | NA | NA | … | … | 0.00 | -0.10 | 0.98 | 0.74 | -0.29 | 0.28 | 2.35 | 1.05 | -0.08 | 0.95 | 0.90 | -1.01 | 0.62 | 0.71 | 0.58 |
| Standard Deviation(%) | NA | 14.15 | 13.70 | 14.77 | 20.07 | NA | NA | … | … | NA | 14.61 | 11.23 | 16.84 | 15.97 | 15.38 | 14.52 | 16.16 | 31.60 | 24.04 | 32.18 | 45.94 | 20.68 | 15.86 | 14.10 |
| Draw Down(%) | NA | 12.81 | 12.81 | 23.99 | 27.97 | NA | NA | … | … | 0.00 | 12.81 | 6.21 | 15.80 | 12.73 | 13.65 | 6.81 | 12.97 | 27.97 | 18.21 | 30.10 | 58.37 | 15.25 | 15.94 | 11.55 |
| Yield(%) | 0.00 | 11.62 | 10.28 | 8.38 | 11.57 | 6.44 | 4.83 | … | … | 0.00 | 11.84 | 12.85 | 0.94 | 3.96 | 11.18 | 12.56 | 0.00 | 0.00 | 0.22 | 0.00 | 0.48 | 14.46 | 8.99 | 5.11 |
Data as of 02/01/2019, Common starting date is 01/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSEHX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – CLASS R3 SHARES) |
-17.80%
Feb 2006 – Feb 2009 |
-3.14%
May 2007 – May 2012 |
3.71%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSEHX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – CLASS R3 SHARES) |
27.84%
Feb 2009 – Feb 2012 |
24.52%
Feb 2009 – Feb 2014 |
12.42%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart