Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFBIX (STATE FARM BOND FUND STATE FARM BOND FUND – INSTITUTIONAL SHARES) | NA | -0.52% | 1.02% | 1.67% | 3.33% | 3.41% | NA | … | … |
Data as of 02/01/2019, Common starting date is 11/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFBIX (STATE FARM BOND FUND STATE FARM BOND FUND – INSTITUTIONAL SHARES) | 11/29/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.52 | 1.02 | 1.67 | 3.33 | 3.41 | NA | … | … | 0.00 | -1.83 | 2.93 | 2.97 | 0.89 | 5.91 | -3.44 | 4.04 | 8.33 | 5.51 | 9.94 | 2.24 | 6.28 | 3.95 | 0.79 | 4.29 | 3.70 | 9.53 | -0.43 |
| Sharpe Ratio | NA | -0.75 | 0.09 | 0.41 | 0.85 | NA | NA | … | … | 0.00 | -1.21 | 0.84 | 0.86 | 0.21 | 1.85 | -0.83 | 1.28 | 1.91 | 1.33 | 2.18 | 0.21 | 0.85 | 0.21 | -0.44 | 0.74 | 0.07 | 1.96 | -0.88 |
| Standard Deviation(%) | NA | 2.54 | 2.83 | 3.18 | 3.66 | NA | NA | … | … | NA | 2.62 | 2.74 | 3.22 | 4.14 | 3.19 | 4.20 | 3.15 | 4.33 | 4.09 | 4.53 | 6.10 | 3.86 | 3.17 | 3.17 | 4.54 | 41.54 | 4.29 | 7.00 |
| Draw Down(%) | NA | 1.81 | 4.15 | 4.15 | 6.42 | NA | NA | … | … | 0.00 | 3.11 | 1.32 | 4.15 | 2.88 | 1.50 | 6.42 | 1.80 | 1.89 | 4.18 | 1.89 | 6.72 | 2.41 | 2.07 | 3.11 | 4.81 | 25.76 | 2.33 | 2.56 |
| Yield(%) | 0.00 | 2.03 | 2.47 | 2.54 | 3.18 | 3.40 | 3.16 | … | … | 0.00 | 2.20 | 2.82 | 2.64 | 2.49 | 2.86 | 3.41 | 2.88 | 3.33 | 3.28 | 4.16 | 4.25 | 4.28 | 4.40 | 3.22 | 4.32 | 4.32 | 5.50 | 1.01 |
Data as of 02/01/2019, Common starting date is 11/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFBIX (STATE FARM BOND FUND STATE FARM BOND FUND – INSTITUTIONAL SHARES) |
0.81%
Apr 2015 – Apr 2018 |
1.14%
Apr 2013 – Apr 2018 |
3.37%
Jan 2009 – Jan 2019 |
3.41%
Jan 2004 – Jan 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFBIX (STATE FARM BOND FUND STATE FARM BOND FUND – INSTITUTIONAL SHARES) |
9.61%
Oct 2008 – Oct 2011 |
6.89%
Jul 2007 – Jul 2012 |
5.46%
Jan 2002 – Jan 2012 |
4.36%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart