Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSPOX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS R1 SHARES) | NA | -1.84% | 13.62% | 10.75% | 14.04% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSPOX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 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 | -1.84 | 13.62 | 10.75 | 14.04 | NA | NA | … | … | 0.00 | 3.70 | 21.14 | 10.78 | 0.31 | 12.45 | 31.01 | 14.76 | 0.98 | 13.89 | 25.47 | -37.76 | 4.40 | 14.64 | 3.73 | -0.11 |
| Sharpe Ratio | NA | -0.23 | 1.13 | 0.78 | 0.86 | NA | NA | … | … | 0.00 | 0.16 | 3.05 | 0.80 | 0.02 | 1.09 | 2.78 | 1.16 | 0.04 | 0.75 | 0.95 | -0.94 | 0.09 | 1.13 | 0.15 | NA |
| Standard Deviation(%) | NA | 14.22 | 11.36 | 12.54 | 15.97 | NA | NA | … | … | NA | 14.54 | 6.76 | 13.20 | 15.48 | 11.45 | 11.13 | 12.75 | 23.32 | 18.30 | 26.73 | 40.87 | 16.05 | 10.09 | 10.26 | 0.00 |
| Draw Down(%) | NA | 9.82 | 10.12 | 13.47 | 22.09 | NA | NA | … | … | 0.00 | 10.12 | 2.72 | 10.36 | 12.16 | 7.38 | 5.70 | 9.79 | 19.03 | 15.80 | 27.32 | 48.24 | 10.04 | 7.54 | 7.09 | 0.11 |
| Yield(%) | 0.00 | 6.14 | 4.76 | 3.67 | 4.69 | 2.49 | 1.87 | … | … | 0.00 | 6.48 | 2.78 | 2.20 | 1.29 | 0.87 | 1.02 | 1.21 | 1.09 | 0.88 | 1.15 | 1.34 | 1.35 | 1.00 | 0.81 | 1.29 |
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 |
|---|---|---|---|---|
| RSPOX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS R1 SHARES) |
-15.99%
Feb 2006 – Feb 2009 |
-2.21%
Sep 2006 – Sep 2011 |
5.33%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSPOX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS R1 SHARES) |
24.31%
Feb 2009 – Feb 2012 |
21.74%
Feb 2009 – Feb 2014 |
14.04%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart