Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSIOX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS R1 SHARES) | NA | -2.77% | 14.62% | 7.33% | 13.35% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSIOX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS R1 SHARES) | 12/30/2004 | 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 | -2.77 | 14.62 | 7.33 | 13.35 | NA | NA | … | … | 0.00 | 0.04 | 14.00 | 19.93 | -5.59 | 3.61 | 37.25 | 14.88 | -5.35 | 25.31 | 25.85 | -34.76 | -11.27 | 26.98 | 3.20 | -3.01 |
| Sharpe Ratio | NA | -0.28 | 0.94 | 0.39 | 0.62 | NA | NA | … | … | 0.00 | -0.09 | 1.10 | 1.06 | -0.34 | 0.22 | 2.52 | 0.88 | -0.16 | 1.00 | 0.73 | -0.76 | -0.65 | 1.27 | 0.06 | NA |
| Standard Deviation(%) | NA | 14.71 | 14.73 | 15.69 | 21.29 | NA | NA | … | … | NA | 15.11 | 12.17 | 18.50 | 16.50 | 16.23 | 14.79 | 17.04 | 33.23 | 25.10 | 35.27 | 46.55 | 22.23 | 18.70 | 16.14 | 0.00 |
| Draw Down(%) | NA | 15.58 | 15.58 | 26.32 | 29.56 | NA | NA | … | … | 0.00 | 15.58 | 6.45 | 16.08 | 16.31 | 13.18 | 5.37 | 12.84 | 29.56 | 20.47 | 33.25 | 49.77 | 14.86 | 14.16 | 11.90 | 3.01 |
| Yield(%) | 0.00 | 12.84 | 10.45 | 7.56 | 10.40 | 5.12 | 3.84 | … | … | 0.00 | 13.21 | 6.76 | 4.26 | 5.02 | 5.58 | 6.22 | 3.33 | 0.93 | 0.00 | 0.17 | 5.97 | 5.51 | 8.67 | 5.04 | 0.37 |
Data as of 02/01/2019, Common starting date is 12/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSIOX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS R1 SHARES) |
-19.10%
Feb 2006 – Feb 2009 |
-2.88%
Dec 2006 – Dec 2011 |
3.55%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSIOX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS R1 SHARES) |
27.86%
Feb 2009 – Feb 2012 |
25.08%
Feb 2009 – Feb 2014 |
13.50%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart