Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFBBX (STATE FARM BOND FUND STATE FARM BOND FUND – LEGACY CLASS B SHARES) | NA | -0.62% | 0.74% | 1.26% | 2.80% | 2.77% | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFBBX (STATE FARM BOND FUND STATE FARM BOND FUND – LEGACY CLASS B 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 | -0.62 | 0.74 | 1.26 | 2.80 | 2.77 | NA | … | … | 0.00 | -1.91 | 2.77 | 2.31 | 0.31 | 5.22 | -4.06 | 3.36 | 7.64 | 4.88 | 9.40 | 1.54 | 5.64 | 3.38 | 0.13 | 2.29 | -0.65 | 3.67 | 0.98 | 0.28 |
| Sharpe Ratio | NA | -0.79 | -0.01 | 0.28 | 0.71 | NA | NA | … | … | 0.00 | -1.23 | 0.79 | 0.66 | 0.07 | 1.66 | -0.98 | 1.07 | 1.79 | 1.18 | 2.04 | 0.10 | 0.66 | 0.03 | -0.64 | 0.30 | -0.29 | 0.65 | -0.29 | NA |
| Standard Deviation(%) | NA | 2.53 | 2.81 | 3.15 | 3.63 | NA | NA | … | … | NA | 2.63 | 2.71 | 3.18 | 4.08 | 3.14 | 4.17 | 3.11 | 4.25 | 4.06 | 4.57 | 6.21 | 3.95 | 3.11 | 3.19 | 4.42 | 4.68 | 3.98 | 4.66 | 0.00 |
| Draw Down(%) | NA | 1.81 | 4.49 | 4.49 | 6.61 | NA | NA | … | … | 0.00 | 3.09 | 1.34 | 4.49 | 3.06 | 1.49 | 6.61 | 1.85 | 1.88 | 4.14 | 1.80 | 6.86 | 2.47 | 2.23 | 3.22 | 5.49 | 5.78 | 2.68 | 4.64 | 0.00 |
| Yield(%) | 0.00 | 2.01 | 2.22 | 2.14 | 2.63 | 2.77 | 2.18 | … | … | 0.00 | 2.20 | 2.66 | 1.98 | 1.92 | 2.19 | 2.76 | 2.22 | 2.69 | 2.66 | 3.56 | 3.67 | 3.68 | 3.76 | 2.66 | 2.26 | 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 |
|---|---|---|---|---|
| SFBBX (STATE FARM BOND FUND STATE FARM BOND FUND – LEGACY CLASS B SHARES) |
-0.55%
May 2003 – May 2006 |
0.64%
Apr 2013 – Apr 2018 |
2.83%
Jan 2009 – Jan 2019 |
2.62%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFBBX (STATE FARM BOND FUND STATE FARM BOND FUND – LEGACY CLASS B SHARES) |
9.00%
Oct 2008 – Oct 2011 |
6.25%
Jul 2007 – Jul 2012 |
4.32%
Jun 2006 – Jun 2016 |
3.22%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart