Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAYAX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – PREMIER SHARES) | NA | -1.20% | 7.03% | 4.93% | 8.59% | 5.03% | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAYAX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 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 | -1.20 | 7.03 | 4.93 | 8.59 | 5.03 | NA | … | … | -1.80 | 15.59 | 6.75 | -2.03 | 4.98 | 12.52 | 12.48 | -0.93 | 11.44 | 25.26 | -31.34 | 2.19 | 14.68 | 4.56 | 10.25 | 14.42 |
| Sharpe Ratio | NA | -0.27 | 0.75 | 0.52 | 0.65 | NA | NA | … | … | -0.35 | 3.23 | 0.63 | -0.20 | 0.71 | 1.54 | 1.32 | -0.05 | 0.77 | 1.11 | -0.98 | -0.06 | 1.21 | 0.27 | 1.01 | 2.75 |
| Standard Deviation(%) | NA | 9.08 | 8.46 | 8.60 | 12.64 | NA | NA | … | … | 9.23 | 4.66 | 10.31 | 10.52 | 6.95 | 8.11 | 9.50 | 17.83 | 14.70 | 22.59 | 32.92 | 13.26 | 9.48 | 8.75 | 9.20 | 8.92 |
| Draw Down(%) | NA | 8.13 | 9.01 | 13.78 | 22.94 | NA | NA | … | … | 8.13 | 1.51 | 7.94 | 10.49 | 5.60 | 6.49 | 8.04 | 15.54 | 11.78 | 22.94 | 43.17 | 8.77 | 8.45 | 5.84 | 7.31 | 4.96 |
| Yield(%) | 0.00 | 18.56 | 9.21 | 7.60 | 7.32 | 4.89 | 4.07 | … | … | 16.33 | 2.81 | 4.34 | 1.56 | 8.45 | 5.00 | 1.65 | 1.42 | 1.29 | 2.01 | 1.61 | 4.94 | 3.07 | 2.25 | 0.00 | 0.30 |
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 |
|---|---|---|---|---|
| SAYAX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – PREMIER SHARES) |
-12.94%
Feb 2006 – Feb 2009 |
-5.34%
Feb 2004 – Feb 2009 |
2.95%
Nov 2006 – Nov 2016 |
5.09%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAYAX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – PREMIER SHARES) |
20.82%
Feb 2009 – Feb 2012 |
16.05%
Feb 2009 – Feb 2014 |
8.63%
Nov 2008 – Nov 2018 |
5.88%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart