Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFTAX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – PREMIER SHARES) | NA | 0.76% | 0.97% | 2.65% | 3.50% | 3.41% | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFTAX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED 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 | 0.76 | 0.97 | 2.65 | 3.50 | 3.41 | NA | … | … | 0.00 | 0.04 | 3.80 | 0.49 | 2.58 | 8.75 | -3.45 | 4.97 | 10.71 | 1.08 | 9.97 | 1.83 | 3.58 | 3.34 | 1.44 | 3.51 | 4.86 | 10.56 | -0.58 | 0.14 |
| Sharpe Ratio | NA | -0.50 | 0.11 | 1.13 | 1.27 | NA | NA | … | … | 0.00 | -0.96 | 1.70 | 0.12 | 1.30 | 4.04 | -0.91 | 1.92 | 3.76 | 0.34 | 2.97 | 0.13 | 0.26 | 0.02 | -0.30 | 0.64 | 1.01 | 2.46 | -0.98 | NA |
| Standard Deviation(%) | NA | 1.25 | 1.84 | 1.93 | 2.56 | NA | NA | … | … | NA | 1.34 | 1.87 | 2.32 | 1.97 | 2.16 | 3.84 | 2.58 | 2.84 | 2.93 | 3.33 | 7.19 | 2.15 | 2.12 | 2.44 | 4.02 | 4.11 | 3.84 | 3.03 | 0.00 |
| Draw Down(%) | NA | 1.00 | 4.47 | 4.47 | 8.54 | NA | NA | … | … | 0.00 | 1.47 | 1.58 | 4.47 | 2.34 | 1.54 | 8.34 | 2.72 | 2.20 | 5.81 | 2.69 | 11.78 | 1.52 | 1.32 | 2.52 | 6.34 | 6.39 | 4.66 | 4.97 | 0.00 |
| Yield(%) | 0.00 | 2.63 | 2.50 | 2.60 | 3.00 | 3.19 | 2.95 | … | … | 0.00 | 2.82 | 2.65 | 2.38 | 2.21 | 2.87 | 2.61 | 2.61 | 3.36 | 3.20 | 3.94 | 4.67 | 4.05 | 4.07 | 2.95 | 3.62 | 3.15 | 3.19 | 0.00 | 0.14 |
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 |
|---|---|---|---|---|
| SFTAX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – PREMIER SHARES) |
0.97%
Jan 2016 – Jan 2019 |
1.91%
Nov 2012 – Nov 2017 |
3.52%
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 |
|---|---|---|---|---|
| SFTAX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – PREMIER SHARES) |
7.99%
Sep 2008 – Sep 2011 |
6.39%
Feb 2008 – Feb 2013 |
5.05%
Jan 2002 – Jan 2012 |
4.40%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart