Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLRAX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – PREMIER SHARES) | NA | -1.41% | 4.62% | 3.44% | 6.30% | 4.20% | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLRAX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – PREMIER SHARES) | 05/28/2003 | 12/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.41 | 4.62 | 3.44 | 6.30 | 4.20 | NA | … | … | -1.75 | 10.07 | 5.25 | -1.75 | 4.47 | 3.53 | 10.51 | 3.90 | 9.02 | 17.61 | -15.36 | 4.02 | 8.30 | 1.67 | 5.75 | 6.39 |
| Sharpe Ratio | NA | -0.51 | 0.78 | 0.62 | 0.92 | NA | NA | … | … | -0.58 | 3.12 | 0.87 | -0.32 | 1.13 | 0.68 | 1.94 | 0.46 | 1.22 | 1.59 | -1.06 | 0.16 | 0.99 | -0.10 | 0.98 | 2.37 |
| Standard Deviation(%) | NA | 5.31 | 4.90 | 4.85 | 6.55 | NA | NA | … | … | 5.38 | 3.03 | 5.80 | 5.57 | 3.94 | 5.15 | 5.43 | 8.49 | 7.30 | 11.01 | 15.26 | 6.15 | 5.05 | 4.91 | 4.89 | 4.34 |
| Draw Down(%) | NA | 5.12 | 5.12 | 8.28 | 12.16 | NA | NA | … | … | 5.12 | 1.25 | 3.58 | 6.93 | 3.13 | 5.17 | 3.60 | 6.25 | 5.34 | 12.16 | 25.69 | 4.18 | 3.64 | 3.70 | 5.17 | 3.24 |
| Yield(%) | 0.00 | 10.48 | 5.12 | 4.84 | 4.81 | 3.84 | 3.02 | … | … | 9.65 | 2.07 | 1.60 | 1.56 | 6.12 | 4.02 | 3.81 | 2.30 | 1.88 | 2.97 | 2.51 | 4.93 | 3.72 | 2.67 | 0.82 | 0.31 |
Data as of 12/13/2018, Common starting date is 05/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLRAX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – PREMIER SHARES) |
-4.86%
Feb 2006 – Feb 2009 |
-1.57%
Feb 2004 – Feb 2009 |
3.68%
Nov 2006 – Nov 2016 |
4.24%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLRAX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – PREMIER SHARES) |
14.91%
Feb 2009 – Feb 2012 |
11.04%
Feb 2009 – Feb 2014 |
6.43%
Nov 2008 – Nov 2018 |
4.69%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart