Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAYBX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – LEGACY CLASS B SHARES) | NA | -1.33% | 6.75% | 4.58% | 8.20% | 4.66% | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAYBX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – LEGACY CLASS B 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 | -1.33 | 6.75 | 4.58 | 8.20 | 4.66 | NA | … | … | -1.93 | 15.35 | 6.25 | -2.43 | 4.54 | 12.09 | 12.06 | -1.37 | 11.06 | 24.69 | -31.62 | 1.86 | 14.27 | 4.41 | 9.86 | 14.01 |
| Sharpe Ratio | NA | -0.29 | 0.72 | 0.48 | 0.62 | NA | NA | … | … | -0.36 | 3.17 | 0.58 | -0.23 | 0.65 | 1.49 | 1.28 | -0.08 | 0.74 | 1.09 | -0.99 | -0.09 | 1.16 | 0.26 | 0.97 | 2.68 |
| Standard Deviation(%) | NA | 9.05 | 8.46 | 8.62 | 12.65 | NA | NA | … | … | 9.20 | 4.67 | 10.31 | 10.55 | 7.02 | 8.07 | 9.44 | 17.85 | 14.76 | 22.61 | 32.84 | 13.25 | 9.47 | 8.63 | 9.19 | 8.88 |
| Draw Down(%) | NA | 8.19 | 9.05 | 14.05 | 23.11 | NA | NA | … | … | 8.19 | 1.56 | 7.98 | 10.68 | 5.62 | 6.51 | 8.07 | 15.63 | 11.85 | 23.11 | 43.30 | 8.83 | 8.43 | 5.80 | 7.50 | 5.06 |
| Yield(%) | 0.00 | 18.04 | 8.62 | 7.07 | 6.61 | 4.38 | 3.63 | … | … | 16.07 | 2.46 | 3.56 | 1.02 | 7.88 | 4.36 | 1.05 | 0.92 | 0.87 | 1.58 | 1.26 | 4.56 | 2.68 | 1.92 | 0.00 | 0.18 |
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 |
|---|---|---|---|---|
| SAYBX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – LEGACY CLASS B SHARES) |
-13.32%
Feb 2006 – Feb 2009 |
-5.66%
Feb 2004 – Feb 2009 |
2.54%
Nov 2006 – Nov 2016 |
4.73%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAYBX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – LEGACY CLASS B SHARES) |
20.37%
Feb 2009 – Feb 2012 |
15.60%
Feb 2009 – Feb 2014 |
8.24%
Nov 2008 – Nov 2018 |
5.51%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart