Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAUIX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – INSTITUTIONAL SHARES) | NA | -1.14% | 8.52% | 6.09% | 9.87% | 5.63% | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/09/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAUIX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – INSTITUTIONAL SHARES) | 05/09/2003 | 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 | -1.14 | 8.52 | 6.09 | 9.87 | 5.63 | NA | … | … | -1.90 | 19.03 | 7.74 | -1.98 | 5.37 | 16.90 | 14.41 | -2.40 | 12.43 | 27.92 | -35.51 | 1.87 | 16.64 | 5.51 | 11.21 | 20.26 |
| Sharpe Ratio | NA | -0.21 | 0.74 | 0.52 | 0.63 | NA | NA | … | … | -0.28 | 3.18 | 0.58 | -0.15 | 0.64 | 1.80 | 1.27 | -0.11 | 0.71 | 1.05 | -0.94 | -0.08 | 1.24 | 0.34 | 0.99 | 3.11 |
| Standard Deviation(%) | NA | 11.45 | 10.70 | 10.83 | 15.19 | NA | NA | … | … | 11.65 | 5.81 | 13.06 | 13.41 | 8.43 | 9.35 | 11.39 | 21.52 | 17.40 | 26.51 | 38.72 | 15.46 | 10.85 | 9.88 | 10.41 | 10.40 |
| Draw Down(%) | NA | 9.48 | 11.77 | 16.90 | 26.33 | NA | NA | … | … | 9.48 | 1.75 | 10.40 | 12.62 | 6.68 | 6.93 | 9.72 | 18.79 | 13.96 | 26.33 | 47.80 | 10.16 | 9.73 | 6.30 | 8.13 | 4.82 |
| Yield(%) | 0.00 | 21.45 | 10.78 | 8.83 | 8.86 | 5.62 | 4.89 | … | … | 19.41 | 2.59 | 4.16 | 2.10 | 9.53 | 6.15 | 1.98 | 1.52 | 1.46 | 2.10 | 1.53 | 5.08 | 2.89 | 2.25 | 0.00 | 0.40 |
Data as of 12/13/2018, Common starting date is 05/09/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUIX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – INSTITUTIONAL SHARES) |
-15.28%
Feb 2006 – Feb 2009 |
-6.47%
Feb 2004 – Feb 2009 |
3.09%
Feb 2006 – Feb 2016 |
5.71%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUIX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – INSTITUTIONAL SHARES) |
23.11%
Feb 2009 – Feb 2012 |
18.36%
Feb 2009 – Feb 2014 |
9.87%
Nov 2008 – Nov 2018 |
6.61%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart