Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RSITX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND - CLASS R2 SHARES) | NA | -2.75% | 14.71% | 7.46% | 13.52% | NA | NA | 6.36% |
Data as of 02/01/2019, AR inception is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSITX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND - CLASS R2 SHARES) | 12/30/2004 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.75 | 14.71 | 7.46 | 13.52 | NA | NA | 6.36 | 0.00 | 0.05 | 14.02 | 20.19 | -5.42 | 3.88 | 37.44 | 15.10 | -5.13 | 25.57 | 26.00 | -34.62 | -11.24 | 27.38 | 3.46 | -3.05 |
| Sharpe Ratio | NA | -0.28 | 0.95 | 0.40 | 0.63 | NA | NA | 0.23 | 0.00 | -0.09 | 1.11 | 1.07 | -0.33 | 0.24 | 2.53 | 0.89 | -0.16 | 1.01 | 0.74 | -0.76 | -0.64 | 1.29 | 0.08 | NA |
| Standard Deviation(%) | NA | 14.68 | 14.70 | 15.66 | 21.27 | NA | NA | 23.86 | NA | 15.06 | 12.11 | 18.51 | 16.47 | 16.17 | 14.81 | 17.04 | 33.21 | 25.12 | 35.20 | 46.57 | 22.28 | 18.69 | 16.10 | 0.00 |
| Draw Down(%) | NA | 15.53 | 15.53 | 26.19 | 29.46 | NA | NA | 60.03 | 0.00 | 15.53 | 6.43 | 16.05 | 16.21 | 13.09 | 5.36 | 12.89 | 29.46 | 20.37 | 33.21 | 49.69 | 14.86 | 14.06 | 11.76 | 3.05 |
| Yield(%) | 0.00 | 12.97 | 10.59 | 7.71 | 10.73 | 5.28 | 3.96 | 5.65 | 0.00 | 13.35 | 6.80 | 4.41 | 5.22 | 5.74 | 6.46 | 3.56 | 0.98 | 0.25 | 0.48 | 6.12 | 5.78 | 8.81 | 5.07 | 0.40 |
Data as of 02/01/2019, AR inception is 12/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSITX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND - CLASS R2 SHARES) |
-18.99%
Feb 2006 - Feb 2009 |
-2.72%
Dec 2006 - Dec 2011 |
3.74%
Jan 2006 - Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSITX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND - CLASS R2 SHARES) |
28.18%
Feb 2009 - Feb 2012 |
25.34%
Feb 2009 - Feb 2014 |
13.67%
Jan 2009 - Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart