Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLEAX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – PREMIER SHARES) | NA | 2.67% | 14.87% | 10.92% | 13.18% | 5.43% | NA | … | … |
Data as of 02/05/2019, Common starting date is 12/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLEAX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – PREMIER SHARES) | 12/27/2000 | 02/05/2019 |
| 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 | 2.67 | 14.87 | 10.92 | 13.18 | 5.43 | NA | … | … | 0.00 | 2.94 | 23.96 | 7.87 | 0.84 | 14.87 | 32.50 | 16.14 | -0.83 | 12.95 | 20.68 | -41.54 | -13.84 | 16.00 | 6.76 | 7.80 | 22.81 | -18.75 | -14.47 | -0.18 |
| Sharpe Ratio | NA | 0.09 | 1.23 | 0.82 | 0.81 | NA | NA | … | … | 0.00 | 0.11 | 3.12 | 0.57 | 0.05 | 1.21 | 2.87 | 1.25 | -0.04 | 0.71 | 0.84 | -0.99 | -0.93 | 1.36 | 0.48 | 0.69 | 1.52 | -0.88 | -0.86 | -2.00 |
| Standard Deviation(%) | NA | 13.42 | 11.45 | 12.72 | 15.91 | NA | NA | … | … | NA | 14.56 | 7.51 | 13.29 | 15.36 | 12.28 | 11.31 | 13.03 | 24.45 | 18.24 | 24.60 | 42.84 | 18.27 | 9.40 | 9.51 | 9.91 | 14.59 | 22.55 | 19.77 | 12.16 |
| Draw Down(%) | NA | 10.38 | 10.38 | 15.48 | 21.77 | NA | NA | … | … | 0.00 | 10.38 | 3.08 | 11.38 | 11.50 | 8.70 | 5.85 | 10.68 | 21.77 | 16.75 | 23.97 | 50.39 | 21.33 | 7.65 | 6.31 | 6.29 | 12.08 | 28.57 | 27.38 | 0.63 |
| Yield(%) | 0.00 | 25.20 | 16.49 | 12.01 | 12.43 | 5.70 | 3.68 | … | … | 0.00 | 25.27 | 8.76 | 6.49 | 6.25 | 1.94 | 0.52 | 1.07 | 0.66 | 0.35 | 0.57 | 1.51 | 0.00 | 5.88 | 10.85 | 1.05 | 0.65 | 0.38 | 0.00 | 0.14 |
Data as of 02/05/2019, 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 |
|---|---|---|---|---|
| SLEAX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – PREMIER SHARES) |
-21.47%
Feb 2006 – Feb 2009 |
-10.94%
Feb 2004 – Feb 2009 |
-2.41%
Jan 2001 – Jan 2011 |
1.67%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLEAX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – PREMIER SHARES) |
22.80%
Sep 2011 – Sep 2014 |
20.00%
Feb 2009 – Feb 2014 |
13.53%
Jan 2009 – Jan 2019 |
7.41%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart