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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
RSPTX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND - CLASS R2 SHARES) NA 4.59% 14.85% 10.77% 13.94% NA NA 7.33%
Data as of 02/05/2019, AR inception is 12/30/2004
More Performance Analytics Comparison
Name Start Date End Date
RSPTX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND - CLASS R2 SHARES) 12/30/2004 02/05/2019
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 4.59 14.85 10.77 13.94 NA NA 7.33 0.00 3.69 21.15 11.09 0.51 12.69 31.22 14.98 1.21 14.14 25.66 -37.60 4.58 14.82 3.95 -0.12
Sharpe Ratio NA 0.24 1.25 0.82 0.86 NA NA 0.35 0.00 0.16 3.06 0.82 0.03 1.11 2.81 1.18 0.05 0.77 0.96 -0.94 0.10 1.15 0.17 NA
Standard Deviation(%) NA 13.43 11.25 12.48 15.96 NA NA 18.48 NA 14.55 6.73 13.17 15.46 11.39 11.09 12.79 23.42 18.25 26.67 40.79 16.02 10.05 10.22 0.00
Draw Down(%) NA 9.79 10.08 13.36 22.00 NA NA 55.81 0.00 10.08 2.68 10.36 12.10 7.41 5.72 9.65 18.99 15.83 27.26 48.10 10.03 7.54 7.08 0.12
Yield(%) 0.00 6.65 5.07 3.85 4.98 2.74 2.06 2.94 0.00 6.60 2.88 2.39 1.50 1.12 1.35 1.46 1.31 1.20 1.41 1.51 1.71 1.17 1.15 1.28
Data as of 02/05/2019, 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
RSPTX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND - CLASS R2 SHARES) -15.85%
Feb 2006 - Feb 2009 		-2.00%
Sep 2006 - Sep 2011 		5.54%
Feb 2006 - Feb 2016 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSPTX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND - CLASS R2 SHARES) 24.60%
Feb 2009 - Feb 2012 		22.00%
Feb 2009 - Feb 2014 		14.23%
Jan 2009 - Jan 2019 		0.00%
NA
Annualized Rolling Returns Comparison Chart