Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLEBX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – LEGACY CLASS B SHARES) | NA | 2.52% | 14.61% | 10.59% | 12.80% | 5.08% | NA | … | … |
Data as of 02/05/2019, Common starting date is 12/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLEBX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – LEGACY CLASS B 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 | 2.52 | 14.61 | 10.59 | 12.80 | 5.08 | NA | … | … | 0.00 | 2.89 | 23.75 | 7.35 | 0.36 | 14.52 | 31.91 | 15.62 | -1.29 | 12.45 | 20.32 | -41.78 | -13.82 | 15.47 | 6.42 | 7.32 | 22.57 | -19.16 | -14.89 | -0.18 |
| Sharpe Ratio | NA | 0.08 | 1.22 | 0.80 | 0.79 | NA | NA | … | … | 0.00 | 0.11 | 3.10 | 0.54 | 0.02 | 1.18 | 2.79 | 1.21 | -0.05 | 0.68 | 0.82 | -0.99 | -0.94 | 1.31 | 0.45 | 0.64 | 1.48 | -0.90 | -0.88 | -2.00 |
| Standard Deviation(%) | NA | 13.38 | 11.37 | 12.65 | 15.92 | NA | NA | … | … | NA | 14.48 | 7.49 | 13.14 | 15.28 | 12.25 | 11.44 | 13.00 | 24.62 | 18.24 | 24.67 | 42.88 | 18.05 | 9.32 | 9.51 | 9.97 | 14.83 | 22.61 | 19.80 | 12.16 |
| Draw Down(%) | NA | 10.39 | 10.39 | 15.57 | 21.93 | NA | NA | … | … | 0.00 | 10.39 | 3.09 | 11.30 | 11.46 | 8.76 | 5.87 | 10.73 | 21.93 | 16.87 | 24.07 | 50.58 | 21.12 | 7.71 | 6.35 | 6.45 | 12.15 | 28.74 | 27.58 | 0.63 |
| Yield(%) | 0.00 | 25.06 | 16.13 | 11.58 | 11.70 | 5.34 | 3.40 | … | … | 0.00 | 25.15 | 8.41 | 5.96 | 5.78 | 1.43 | 0.00 | 0.49 | 0.05 | 0.00 | 0.13 | 1.17 | 0.00 | 5.44 | 10.54 | 0.67 | 0.28 | 0.07 | 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 |
|---|---|---|---|---|
| SLEBX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – LEGACY CLASS B SHARES) |
-21.69%
Feb 2006 – Feb 2009 |
-11.22%
Feb 2004 – Feb 2009 |
-2.77%
Jan 2001 – Jan 2011 |
1.29%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLEBX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – LEGACY CLASS B SHARES) |
22.31%
Sep 2011 – Sep 2014 |
19.51%
Feb 2009 – Feb 2014 |
13.13%
Jan 2009 – Jan 2019 |
7.03%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart