Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLBBX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – LEGACY CLASS B SHARES) | NA | -1.48% | 8.39% | 7.20% | 9.01% | 3.09% | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/18/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLBBX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – LEGACY CLASS B SHARES) | 12/18/2000 | 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 | -1.48 | 8.39 | 7.20 | 9.01 | 3.09 | NA | … | … | 0.00 | 1.88 | 15.07 | 5.46 | 0.55 | 10.72 | 17.06 | 10.51 | 2.35 | 9.39 | 14.40 | -32.02 | -12.72 | 10.24 | 2.52 | 4.15 | 12.96 | -9.70 | -8.28 | -0.51 |
| Sharpe Ratio | NA | -0.34 | 1.04 | 0.84 | 0.94 | NA | NA | … | … | 0.00 | 0.06 | 3.28 | 0.57 | 0.06 | 1.50 | 2.33 | 1.44 | 0.17 | 0.88 | 1.02 | -1.27 | -1.28 | 1.16 | 0.06 | 0.51 | 1.45 | -0.85 | -0.93 | -1.27 |
| Standard Deviation(%) | NA | 8.35 | 7.34 | 7.71 | 9.27 | NA | NA | … | … | NA | 8.56 | 4.42 | 9.13 | 8.70 | 7.16 | 7.31 | 7.30 | 13.62 | 10.53 | 13.96 | 25.76 | 12.36 | 5.98 | 6.07 | 6.34 | 8.49 | 12.64 | 11.62 | 14.78 |
| Draw Down(%) | NA | 6.08 | 6.30 | 8.79 | 11.95 | NA | NA | … | … | 0.00 | 6.30 | 1.37 | 5.97 | 7.18 | 4.84 | 5.25 | 5.75 | 11.95 | 9.87 | 14.11 | 34.70 | 12.72 | 4.51 | 4.27 | 4.36 | 6.38 | 17.18 | 16.32 | 2.34 |
| Yield(%) | 0.00 | 22.53 | 12.19 | 8.50 | 7.39 | 3.28 | 2.34 | … | … | 0.00 | 23.30 | 5.35 | 4.17 | 1.55 | 1.10 | 0.84 | 1.28 | 1.21 | 0.76 | 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 12/18/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLBBX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – LEGACY CLASS B SHARES) |
-16.22%
Feb 2006 – Feb 2009 |
-8.94%
Feb 2004 – Feb 2009 |
-2.04%
Jan 2001 – Jan 2011 |
0.95%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLBBX (STATE FARM EQUITY AND BOND FUND STATE FARM EQUITY AND BOND FUND – LEGACY CLASS B SHARES) |
14.23%
Feb 2009 – Feb 2012 |
13.05%
Feb 2009 – Feb 2014 |
9.01%
Jan 2009 – Jan 2019 |
4.22%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart