Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAWBX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – LEGACY CLASS B SHARES) | NA | -1.46% | 5.02% | 3.52% | 6.97% | 4.16% | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAWBX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – LEGACY CLASS B SHARES) | 05/30/2003 | 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 | -1.46 | 5.02 | 3.52 | 6.97 | 4.16 | NA | … | … | -1.89 | 11.38 | 5.17 | -2.21 | 4.31 | 8.22 | 10.11 | 0.71 | 9.96 | 21.76 | -26.03 | 2.54 | 12.17 | 3.39 | 8.23 | 11.49 |
| Sharpe Ratio | NA | -0.45 | 0.73 | 0.51 | 0.69 | NA | NA | … | … | -0.53 | 3.14 | 0.67 | -0.31 | 0.83 | 1.27 | 1.41 | 0.05 | 0.86 | 1.21 | -1.03 | -0.05 | 1.12 | 0.16 | 0.93 | 2.60 |
| Standard Deviation(%) | NA | 6.09 | 5.91 | 6.06 | 9.64 | NA | NA | … | … | 6.18 | 3.44 | 7.34 | 7.31 | 5.18 | 6.44 | 7.18 | 13.42 | 11.48 | 17.94 | 26.01 | 10.61 | 7.99 | 7.43 | 7.82 | 7.52 |
| Draw Down(%) | NA | 5.76 | 5.97 | 10.61 | 18.92 | NA | NA | … | … | 5.76 | 1.33 | 5.21 | 8.42 | 4.27 | 5.84 | 5.99 | 11.45 | 9.04 | 18.92 | 37.23 | 7.22 | 6.88 | 5.12 | 6.44 | 3.82 |
| Yield(%) | 0.00 | 13.94 | 6.76 | 5.84 | 5.34 | 3.81 | 3.10 | … | … | 11.75 | 2.63 | 3.58 | 1.05 | 6.80 | 4.07 | 1.16 | 1.09 | 1.00 | 1.81 | 1.68 | 4.77 | 2.90 | 1.93 | 0.00 | 0.20 |
Data as of 12/13/2018, Common starting date is 05/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAWBX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – LEGACY CLASS B SHARES) |
-10.23%
Feb 2006 – Feb 2009 |
-4.12%
Feb 2004 – Feb 2009 |
2.66%
Nov 2006 – Nov 2016 |
4.22%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAWBX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – LEGACY CLASS B SHARES) |
17.99%
Feb 2009 – Feb 2012 |
13.37%
Feb 2009 – Feb 2014 |
7.03%
Nov 2008 – Nov 2018 |
4.84%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart