Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFSBX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – LEGACY CLASS B SHARES) | NA | -1.87% | 10.11% | 5.33% | 11.67% | 4.96% | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFSBX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – LEGACY CLASS B SHARES) | 12/27/2000 | 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 | -1.87 | 10.11 | 5.33 | 11.67 | 4.96 | NA | … | … | 0.00 | 0.01 | 9.57 | 12.04 | -5.17 | 3.73 | 33.42 | 16.21 | -3.01 | 21.83 | 28.62 | -46.19 | 14.99 | 14.03 | 1.10 | 5.76 | 39.00 | -26.55 | -2.45 | 1.51 |
| Sharpe Ratio | NA | -0.23 | 0.54 | 0.25 | 0.54 | NA | NA | … | … | 0.00 | -0.09 | 0.41 | 0.70 | -0.33 | 0.24 | 2.30 | 1.01 | -0.10 | 0.90 | 0.87 | -1.02 | 0.58 | 0.68 | -0.07 | 0.28 | 2.10 | -1.08 | -0.16 | 10.08 |
| Standard Deviation(%) | NA | 14.17 | 17.38 | 16.93 | 20.98 | NA | NA | … | … | NA | 14.62 | 21.77 | 16.77 | 15.92 | 15.35 | 14.51 | 16.10 | 31.57 | 24.14 | 32.72 | 46.02 | 20.75 | 15.91 | 14.34 | 16.94 | 18.24 | 25.70 | 29.65 | 55.55 |
| Draw Down(%) | NA | 12.66 | 18.56 | 24.31 | 28.07 | NA | NA | … | … | 0.00 | 12.66 | 13.42 | 15.86 | 12.85 | 13.76 | 6.90 | 13.19 | 28.07 | 18.43 | 30.07 | 58.47 | 15.22 | 16.04 | 11.76 | 22.69 | 15.92 | 41.91 | 33.57 | 1.71 |
| Yield(%) | 0.00 | 12.61 | 11.26 | 8.98 | 11.91 | 6.10 | 4.81 | … | … | 0.00 | 12.85 | 14.59 | 1.03 | 4.12 | 12.28 | 13.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.51 | 15.05 | 9.27 | 4.94 | 0.00 | 0.00 | 0.00 | 0.11 | 0.06 |
Data as of 02/01/2019, Common starting date is 12/27/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFSBX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – LEGACY CLASS B SHARES) |
-18.26%
Feb 2006 – Feb 2009 |
-9.72%
Feb 2004 – Feb 2009 |
0.54%
Jan 2001 – Jan 2011 |
2.37%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFSBX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – LEGACY CLASS B SHARES) |
26.96%
Feb 2009 – Feb 2012 |
23.73%
Feb 2009 – Feb 2014 |
11.69%
Jan 2009 – Jan 2019 |
7.96%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart