Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAUBX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – LEGACY CLASS B SHARES) | NA | -1.16% | 8.21% | 5.64% | 9.28% | 5.06% | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAUBX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – LEGACY CLASS B SHARES) | 05/28/2003 | 12/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.16 | 8.21 | 5.64 | 9.28 | 5.06 | NA | … | … | -1.94 | 18.91 | 7.04 | -2.64 | 4.75 | 16.09 | 13.72 | -3.07 | 11.81 | 27.03 | -35.94 | 1.19 | 16.01 | 5.31 | 10.42 | 16.62 |
| Sharpe Ratio | NA | -0.22 | 0.71 | 0.48 | 0.59 | NA | NA | … | … | -0.29 | 3.15 | 0.52 | -0.20 | 0.56 | 1.71 | 1.22 | -0.14 | 0.67 | 1.01 | -0.95 | -0.12 | 1.18 | 0.32 | 0.91 | 2.85 |
| Standard Deviation(%) | NA | 11.41 | 10.72 | 10.83 | 15.19 | NA | NA | … | … | 11.61 | 5.82 | 13.14 | 13.36 | 8.45 | 9.40 | 11.28 | 21.47 | 17.42 | 26.54 | 38.73 | 15.44 | 10.78 | 9.67 | 10.42 | 10.03 |
| Draw Down(%) | NA | 9.51 | 11.87 | 17.34 | 26.46 | NA | NA | … | … | 9.51 | 1.69 | 10.47 | 12.86 | 6.73 | 6.98 | 9.78 | 19.02 | 14.14 | 26.46 | 48.01 | 10.21 | 9.75 | 6.14 | 8.40 | 5.00 |
| Yield(%) | 0.00 | 21.16 | 10.19 | 8.23 | 7.90 | 4.90 | 4.14 | … | … | 19.32 | 2.29 | 3.30 | 1.32 | 8.74 | 5.31 | 1.14 | 0.80 | 0.77 | 1.40 | 0.97 | 4.43 | 2.24 | 1.69 | 0.00 | 0.14 |
Data as of 12/13/2018, Common starting date is 05/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUBX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – LEGACY CLASS B SHARES) |
-15.83%
Feb 2006 – Feb 2009 |
-7.01%
Feb 2004 – Feb 2009 |
2.43%
Feb 2006 – Feb 2016 |
5.14%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUBX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – LEGACY CLASS B SHARES) |
22.32%
Feb 2009 – Feb 2012 |
17.60%
Feb 2009 – Feb 2014 |
9.28%
Nov 2008 – Nov 2018 |
6.01%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart