Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SFBAX (STATE FARM BOND FUND STATE FARM BOND FUND – PREMIER SHARES) NA -0.54% 0.97% 1.55% 3.14% 3.11% NA
Data as of 02/01/2019, Common starting date is 12/28/2000
More Performance Analytics Comparison
Name Start Date End Date
SFBAX (STATE FARM BOND FUND STATE FARM BOND FUND – PREMIER SHARES) 12/28/2000 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 2001 2000
Annualized Return (%) 0.00 -0.54 0.97 1.55 3.14 3.11 NA 0.00 -1.84 2.88 2.86 0.68 5.55 -3.59 3.77 8.05 5.14 9.78 1.91 6.13 3.69 0.40 2.55 -0.65 3.67 0.98 0.28
Sharpe Ratio NA -0.78 0.07 0.36 0.79 NA NA 0.00 -1.23 0.84 0.80 0.16 1.78 -0.85 1.21 1.87 1.23 2.11 0.16 0.79 0.13 -0.56 0.37 -0.28 0.65 -0.29 NA
Standard Deviation(%) NA 2.48 2.84 3.17 3.66 NA NA NA 2.58 2.70 3.32 4.13 3.10 4.26 3.11 4.30 4.10 4.59 6.10 3.93 3.11 3.14 4.36 4.74 3.97 4.66 0.00
Draw Down(%) NA 1.88 4.29 4.29 6.56 NA NA 0.00 3.07 1.31 4.29 3.01 1.41 6.56 1.74 1.89 4.20 1.80 6.74 2.44 2.07 3.16 5.49 5.87 2.68 4.64 0.00
Yield(%) 0.00 2.09 2.45 2.44 2.99 3.11 2.45 0.00 2.28 2.86 2.44 2.29 2.60 3.15 2.62 3.07 3.01 3.93 4.03 4.05 4.15 2.93 2.52 0.00 0.00 0.00 0.19
Data as of 02/01/2019, Common starting date is 12/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFBAX (STATE FARM BOND FUND STATE FARM BOND FUND – PREMIER SHARES) -0.35%
May 2003 – May 2006
0.95%
Mar 2001 – Mar 2006
3.17%
Jan 2009 – Jan 2019
2.96%
May 2003 – May 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFBAX (STATE FARM BOND FUND STATE FARM BOND FUND – PREMIER SHARES) 9.34%
Oct 2008 – Oct 2011
6.64%
Jul 2007 – Jul 2012
4.72%
Jun 2006 – Jun 2016
3.52%
Jun 2001 – Jun 2016
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return