Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEBIX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – INSTITUTIONAL SHARES) | NA | -1.73% | 8.55% | 7.58% | 9.75% | 4.94% | NA | … | … |
Data as of 02/01/2019, Common starting date is 06/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEBIX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – INSTITUTIONAL SHARES) | 06/25/2002 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.73 | 8.55 | 7.58 | 9.75 | 4.94 | NA | … | … | 0.00 | 1.58 | 15.34 | 6.09 | 1.22 | 11.45 | 17.77 | 11.23 | 3.10 | 10.49 | 16.73 | -25.40 | -12.41 | 19.09 | 5.14 | 4.07 | 15.00 | -1.16 |
| Sharpe Ratio | NA | -0.37 | 1.04 | 0.88 | 1.02 | NA | NA | … | … | 0.00 | 0.03 | 3.36 | 0.62 | 0.14 | 1.60 | 2.42 | 1.52 | 0.23 | 0.99 | 1.20 | -1.07 | -1.21 | 1.78 | 0.51 | 0.48 | 1.68 | -0.21 |
| Standard Deviation(%) | NA | 8.36 | 7.48 | 7.80 | 9.31 | NA | NA | … | … | NA | 8.56 | 4.40 | 9.47 | 8.74 | 7.13 | 7.33 | 7.40 | 13.60 | 10.52 | 13.87 | 24.53 | 12.81 | 8.93 | 5.87 | 6.52 | 8.51 | 15.24 |
| Draw Down(%) | NA | 6.09 | 6.29 | 8.19 | 11.83 | NA | NA | … | … | 0.00 | 6.29 | 1.38 | 5.85 | 6.86 | 4.71 | 5.19 | 5.57 | 11.83 | 9.30 | 14.09 | 33.88 | 12.41 | 4.42 | 4.09 | 4.27 | 6.17 | 9.99 |
| Yield(%) | 0.00 | 22.80 | 12.61 | 9.07 | 8.49 | 5.05 | 4.38 | … | … | 0.00 | 23.57 | 5.57 | 4.89 | 2.24 | 1.81 | 1.57 | 2.01 | 1.95 | 1.82 | 2.21 | 6.80 | 0.80 | 8.27 | 2.59 | 0.00 | 2.01 | 2.90 |
Data as of 02/01/2019, Common starting date is 06/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEBIX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – INSTITUTIONAL SHARES) |
-11.18%
Feb 2006 – Feb 2009 |
-5.26%
Feb 2004 – Feb 2009 |
3.14%
Dec 2006 – Dec 2016 |
4.95%
Jan 2004 – Jan 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEBIX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – INSTITUTIONAL SHARES) |
15.59%
Feb 2009 – Feb 2012 |
14.16%
Feb 2009 – Feb 2014 |
9.75%
Jan 2009 – Jan 2019 |
6.24%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart