Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | 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 | … | … |
Data as of 02/05/2019, Common starting date 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 | Common | 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 | … | … | 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 | … | … | 0.00 | 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 | … | … | 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 | … | … | 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 | … | … | 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, 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 |
|---|---|---|---|---|
| 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