Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLEIX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – INSTITUTIONAL SHARES) | NA | 2.56% | 14.90% | 11.06% | 13.39% | 5.63% | NA | … | … |
Data as of 02/05/2019, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLEIX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – INSTITUTIONAL SHARES) | 12/26/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.56 | 14.90 | 11.06 | 13.39 | 5.63 | NA | … | … | 0.00 | 2.94 | 23.95 | 8.05 | 1.07 | 15.24 | 32.74 | 16.27 | -0.57 | 13.26 | 20.93 | -41.28 | -14.12 | 16.20 | 7.15 | 8.34 | 23.52 | -18.35 | -0.47 |
| Sharpe Ratio | NA | 0.09 | 1.24 | 0.83 | 0.82 | NA | NA | … | … | 0.00 | 0.11 | 3.10 | 0.59 | 0.07 | 1.23 | 2.83 | 1.26 | -0.02 | 0.72 | 0.84 | -0.99 | -0.94 | 1.38 | 0.52 | 0.75 | 1.56 | -0.86 | -2.44 |
| Standard Deviation(%) | NA | 13.44 | 11.44 | 12.72 | 15.98 | NA | NA | … | … | NA | 14.53 | 7.55 | 13.24 | 15.35 | 12.37 | 11.56 | 13.03 | 24.49 | 18.35 | 24.81 | 42.65 | 18.38 | 9.40 | 9.57 | 9.90 | 14.60 | 22.71 | 13.86 |
| Draw Down(%) | NA | 10.34 | 10.34 | 15.28 | 21.70 | NA | NA | … | … | 0.00 | 10.34 | 3.11 | 11.28 | 11.41 | 8.68 | 5.91 | 10.58 | 21.70 | 16.78 | 24.10 | 50.27 | 21.70 | 7.61 | 6.23 | 6.06 | 11.96 | 28.61 | 1.13 |
| Yield(%) | 0.00 | 25.51 | 16.83 | 12.39 | 13.00 | 5.99 | 4.55 | … | … | 0.00 | 25.61 | 9.08 | 6.94 | 6.78 | 2.31 | 0.85 | 1.40 | 0.96 | 0.63 | 0.86 | 1.81 | 0.00 | 6.33 | 11.48 | 1.56 | 1.07 | 0.68 | 0.29 |
Data as of 02/05/2019, Common starting date is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLEIX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – INSTITUTIONAL SHARES) |
-21.42%
Feb 2006 – Feb 2009 |
-10.77%
Feb 2004 – Feb 2009 |
-0.04%
Jan 2002 – Jan 2012 |
4.23%
Jan 2002 – Jan 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLEIX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – INSTITUTIONAL SHARES) |
23.14%
Sep 2011 – Sep 2014 |
20.27%
Feb 2009 – Feb 2014 |
13.73%
Jan 2009 – Jan 2019 |
7.66%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart