Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAWIX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – INSTITUTIONAL SHARES) | NA | -1.42% | 5.33% | 3.97% | 7.55% | 4.73% | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAWIX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – INSTITUTIONAL SHARES) | 05/27/2003 | 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 | -1.42 | 5.33 | 3.97 | 7.55 | 4.73 | NA | … | … | -1.85 | 11.48 | 5.94 | -1.62 | 4.96 | 9.02 | 10.80 | 1.34 | 10.77 | 22.47 | -25.57 | 3.06 | 12.80 | 3.55 | 9.23 | 13.29 |
| Sharpe Ratio | NA | -0.46 | 0.78 | 0.58 | 0.75 | NA | NA | … | … | -0.54 | 3.20 | 0.78 | -0.23 | 0.96 | 1.40 | 1.52 | 0.10 | 0.93 | 1.25 | -1.02 | -0.01 | 1.18 | 0.17 | 1.06 | 2.95 |
| Standard Deviation(%) | NA | 6.03 | 5.88 | 6.04 | 9.64 | NA | NA | … | … | 6.13 | 3.40 | 7.33 | 7.29 | 5.17 | 6.43 | 7.12 | 13.44 | 11.43 | 17.95 | 26.04 | 10.63 | 7.96 | 7.69 | 7.76 | 7.58 |
| Draw Down(%) | NA | 5.72 | 5.81 | 10.12 | 18.89 | NA | NA | … | … | 5.72 | 1.33 | 5.07 | 8.19 | 4.17 | 5.81 | 5.88 | 11.27 | 8.96 | 18.89 | 37.05 | 7.14 | 6.81 | 5.45 | 6.07 | 3.72 |
| Yield(%) | 0.00 | 14.26 | 7.38 | 6.49 | 6.28 | 4.53 | 3.75 | … | … | 11.84 | 2.93 | 4.43 | 1.85 | 7.65 | 4.94 | 2.05 | 1.88 | 1.69 | 2.54 | 2.28 | 5.41 | 3.54 | 2.53 | 0.00 | 0.44 |
Data as of 12/13/2018, Common starting date is 05/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAWIX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – INSTITUTIONAL SHARES) |
-9.68%
Feb 2006 – Feb 2009 |
-3.58%
Feb 2004 – Feb 2009 |
3.32%
Nov 2006 – Nov 2016 |
4.80%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAWIX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – INSTITUTIONAL SHARES) |
18.70%
Feb 2009 – Feb 2012 |
14.08%
Feb 2009 – Feb 2014 |
7.62%
Nov 2008 – Nov 2018 |
5.44%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart