Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAYIX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – INSTITUTIONAL SHARES) | NA | -1.26% | 7.06% | 5.05% | 8.79% | 5.24% | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAYIX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 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 | -1.26 | 7.06 | 5.05 | 8.79 | 5.24 | NA | … | … | -1.88 | 15.52 | 6.94 | -1.76 | 5.23 | 12.81 | 12.78 | -0.74 | 11.75 | 25.55 | -31.16 | 2.46 | 14.87 | 4.70 | 10.65 | 15.06 |
| Sharpe Ratio | NA | -0.28 | 0.76 | 0.54 | 0.67 | NA | NA | … | … | -0.36 | 3.24 | 0.65 | -0.17 | 0.75 | 1.58 | 1.36 | -0.04 | 0.80 | 1.13 | -0.97 | -0.04 | 1.22 | 0.29 | 1.06 | 2.87 |
| Standard Deviation(%) | NA | 9.07 | 8.48 | 8.60 | 12.63 | NA | NA | … | … | 9.22 | 4.61 | 10.37 | 10.47 | 6.96 | 8.09 | 9.45 | 17.85 | 14.67 | 22.59 | 32.88 | 13.21 | 9.49 | 8.84 | 9.19 | 8.89 |
| Draw Down(%) | NA | 8.20 | 9.04 | 13.67 | 23.02 | NA | NA | … | … | 8.20 | 1.50 | 7.97 | 10.43 | 5.57 | 6.46 | 7.93 | 15.47 | 11.73 | 23.02 | 43.07 | 8.72 | 8.40 | 5.96 | 7.21 | 4.78 |
| Yield(%) | 0.00 | 18.33 | 9.22 | 7.69 | 7.56 | 5.11 | 4.27 | … | … | 16.14 | 2.75 | 4.41 | 1.81 | 8.68 | 5.25 | 1.92 | 1.67 | 1.55 | 2.28 | 1.84 | 5.20 | 3.31 | 2.50 | 0.00 | 0.43 |
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 |
|---|---|---|---|---|
| SAYIX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – INSTITUTIONAL SHARES) |
-12.77%
Feb 2006 – Feb 2009 |
-5.12%
Feb 2004 – Feb 2009 |
3.21%
Nov 2006 – Nov 2016 |
5.31%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAYIX (STATE FARM LIFEPATH 2030 FUND STATE FARM LIFEPATH 2030 FUND – INSTITUTIONAL SHARES) |
21.17%
Feb 2009 – Feb 2012 |
16.34%
Feb 2009 – Feb 2014 |
8.82%
Nov 2008 – Nov 2018 |
6.10%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart