Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAWAX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – PREMIER SHARES) | NA | -1.37% | 5.30% | 3.85% | 7.35% | 4.51% | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAWAX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – PREMIER 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 | -1.37 | 5.30 | 3.85 | 7.35 | 4.51 | NA | … | … | -1.83 | 11.53 | 5.74 | -1.83 | 4.72 | 8.64 | 10.50 | 1.16 | 10.47 | 22.17 | -25.69 | 2.87 | 12.63 | 3.40 | 8.66 | 12.56 |
| Sharpe Ratio | NA | -0.44 | 0.78 | 0.57 | 0.73 | NA | NA | … | … | -0.53 | 3.25 | 0.75 | -0.25 | 0.90 | 1.34 | 1.47 | 0.08 | 0.90 | 1.23 | -1.02 | -0.01 | 1.18 | 0.16 | 0.99 | 2.81 |
| Standard Deviation(%) | NA | 6.03 | 5.89 | 6.05 | 9.65 | NA | NA | … | … | 6.13 | 3.37 | 7.36 | 7.32 | 5.20 | 6.45 | 7.15 | 13.42 | 11.48 | 18.00 | 26.01 | 10.63 | 7.98 | 7.58 | 7.77 | 7.54 |
| Draw Down(%) | NA | 5.64 | 5.83 | 10.23 | 18.90 | NA | NA | … | … | 5.64 | 1.34 | 5.10 | 8.25 | 4.20 | 5.84 | 5.84 | 11.34 | 8.94 | 18.90 | 37.10 | 7.19 | 6.86 | 5.34 | 6.27 | 3.72 |
| Yield(%) | 0.00 | 14.50 | 7.38 | 6.40 | 6.05 | 4.32 | 3.55 | … | … | 12.03 | 2.99 | 4.37 | 1.60 | 7.42 | 4.70 | 1.80 | 1.62 | 1.43 | 2.25 | 2.04 | 5.17 | 3.29 | 2.29 | 0.00 | 0.31 |
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 |
|---|---|---|---|---|
| SAWAX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – PREMIER SHARES) |
-9.86%
Feb 2006 – Feb 2009 |
-3.81%
Feb 2004 – Feb 2009 |
3.07%
Nov 2006 – Nov 2016 |
4.58%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAWAX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – PREMIER SHARES) |
18.43%
Feb 2009 – Feb 2012 |
13.81%
Feb 2009 – Feb 2014 |
7.42%
Nov 2008 – Nov 2018 |
5.21%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart