Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFTBX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – LEGACY CLASS B SHARES) | NA | 0.12% | 0.56% | 2.25% | 3.10% | 3.05% | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFTBX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED 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 | 0.12 | 0.56 | 2.25 | 3.10 | 3.05 | NA | … | … | 0.00 | -0.60 | 3.59 | 0.07 | 2.22 | 8.33 | -3.85 | 4.56 | 10.27 | 0.71 | 9.55 | 1.54 | 3.19 | 2.93 | 1.16 | 3.58 | 5.33 | 11.31 | -0.58 | 0.14 |
| Sharpe Ratio | NA | -1.08 | -0.11 | 0.94 | 1.13 | NA | NA | … | … | 0.00 | -1.53 | 1.59 | -0.06 | 1.12 | 3.83 | -1.03 | 1.80 | 3.67 | 0.21 | 2.86 | 0.08 | 0.08 | -0.18 | -0.41 | 0.66 | 1.12 | 2.64 | -0.98 | NA |
| Standard Deviation(%) | NA | 1.18 | 1.79 | 1.90 | 2.52 | NA | NA | … | … | NA | 1.27 | 1.87 | 2.23 | 1.95 | 2.17 | 3.77 | 2.52 | 2.79 | 2.93 | 3.30 | 7.17 | 2.08 | 2.03 | 2.50 | 4.02 | 4.13 | 3.86 | 3.02 | 0.00 |
| Draw Down(%) | NA | 1.00 | 4.68 | 4.68 | 8.90 | NA | NA | … | … | 0.00 | 1.58 | 1.59 | 4.68 | 2.47 | 1.57 | 8.47 | 2.75 | 2.20 | 5.90 | 2.72 | 11.73 | 1.61 | 1.40 | 2.55 | 6.28 | 6.45 | 4.66 | 4.97 | 0.00 |
| Yield(%) | 0.00 | 2.00 | 2.08 | 2.17 | 2.57 | 2.83 | 2.71 | … | … | 0.00 | 2.19 | 2.46 | 1.87 | 1.85 | 2.46 | 2.21 | 2.21 | 2.95 | 2.83 | 3.54 | 4.38 | 3.67 | 3.68 | 2.67 | 3.69 | 3.60 | 3.89 | 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 |
|---|---|---|---|---|
| SFTBX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – LEGACY CLASS B SHARES) |
0.56%
Jan 2016 – Jan 2019 |
1.54%
Nov 2012 – Nov 2017 |
3.12%
Jan 2009 – Jan 2019 |
3.05%
Jan 2004 – Jan 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFTBX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – LEGACY CLASS B SHARES) |
7.54%
Sep 2008 – Sep 2011 |
6.00%
Feb 2008 – Feb 2013 |
4.91%
Jan 2002 – Jan 2012 |
4.19%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart