Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLBAX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – PREMIER SHARES) | NA | -1.69% | 8.54% | 7.44% | 9.28% | 3.27% | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLBAX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – PREMIER 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 | -1.69 | 8.54 | 7.44 | 9.28 | 3.27 | NA | … | … | 0.00 | 1.58 | 15.40 | 5.81 | 1.05 | 11.19 | 17.46 | 11.00 | 2.68 | 9.63 | 14.42 | -32.06 | -12.89 | 10.45 | 2.52 | 4.16 | 12.84 | -9.80 | -8.18 | -0.22 |
| Sharpe Ratio | NA | -0.37 | 1.05 | 0.86 | 0.97 | NA | NA | … | … | 0.00 | 0.03 | 3.40 | 0.60 | 0.12 | 1.56 | 2.40 | 1.51 | 0.20 | 0.91 | 1.03 | -1.28 | -1.27 | 1.21 | 0.06 | 0.50 | 1.43 | -0.87 | -0.91 | -4.12 |
| Standard Deviation(%) | NA | 8.37 | 7.42 | 7.76 | 9.28 | NA | NA | … | … | NA | 8.58 | 4.36 | 9.34 | 8.68 | 7.16 | 7.27 | 7.30 | 13.55 | 10.54 | 13.98 | 25.68 | 12.57 | 5.93 | 6.15 | 6.41 | 8.51 | 12.59 | 11.71 | 6.74 |
| Draw Down(%) | NA | 6.03 | 6.38 | 8.45 | 11.74 | NA | NA | … | … | 0.00 | 6.38 | 1.40 | 5.98 | 6.92 | 4.76 | 5.25 | 5.65 | 11.74 | 10.00 | 14.13 | 34.64 | 12.89 | 4.41 | 4.37 | 4.26 | 6.27 | 17.16 | 16.22 | 0.41 |
| Yield(%) | 0.00 | 22.61 | 12.43 | 8.84 | 7.85 | 3.49 | 2.48 | … | … | 0.00 | 23.37 | 5.46 | 4.62 | 1.96 | 1.54 | 1.29 | 1.74 | 1.67 | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.50 |
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 |
|---|---|---|---|---|
| SLBAX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – PREMIER SHARES) |
-16.22%
Feb 2006 – Feb 2009 |
-8.96%
Feb 2004 – Feb 2009 |
-2.04%
Jan 2001 – Jan 2011 |
1.08%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLBAX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – PREMIER SHARES) |
14.43%
Feb 2009 – Feb 2012 |
13.34%
Feb 2009 – Feb 2014 |
9.29%
Jan 2009 – Jan 2019 |
4.41%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart