Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLRBX (State Farm Lifepath Retirement Fund Legacy Clas) | NA | -1.52% | 4.33% | 3.16% | 5.94% | 3.85% | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLRBX (State Farm Lifepath Retirement Fund Legacy Clas) | 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 | -1.52 | 4.33 | 3.16 | 5.94 | 3.85 | NA | … | … | -1.90 | 9.93 | 4.73 | -2.10 | 4.06 | 5.39 | 7.85 | 3.43 | 8.55 | 17.22 | -15.68 | 3.58 | 7.91 | 1.43 | 5.34 | 6.30 |
| Sharpe Ratio | NA | -0.52 | 0.73 | 0.56 | 0.87 | NA | NA | … | … | -0.61 | 3.12 | 0.78 | -0.37 | 1.03 | 1.06 | 1.63 | 0.40 | 1.16 | 1.54 | -1.08 | 0.09 | 0.93 | -0.15 | 0.91 | 2.35 |
| Standard Deviation(%) | NA | 5.37 | 4.91 | 4.88 | 6.52 | NA | NA | … | … | 5.45 | 2.99 | 5.81 | 5.68 | 3.92 | 5.05 | 4.83 | 8.48 | 7.28 | 11.10 | 15.29 | 6.12 | 5.00 | 4.83 | 4.84 | 4.31 |
| Draw Down(%) | NA | 5.23 | 5.23 | 8.62 | 12.24 | NA | NA | … | … | 5.23 | 1.24 | 3.64 | 7.15 | 3.30 | 5.23 | 3.67 | 6.52 | 5.33 | 12.24 | 25.81 | 4.28 | 3.64 | 3.53 | 5.24 | 3.15 |
| Yield(%) | 0.00 | 10.29 | 4.76 | 4.50 | 4.30 | 3.40 | 2.67 | … | … | 9.49 | 1.83 | 1.02 | 1.11 | 5.63 | 3.74 | 3.31 | 1.77 | 1.46 | 2.55 | 2.13 | 4.32 | 3.35 | 2.17 | 0.59 | 0.22 |
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 |
|---|---|---|---|---|
| SLRBX (State Farm Lifepath Retirement Fund Legacy Clas) |
-5.19%
Feb 2006 – Feb 2009 |
-1.90%
Feb 2004 – Feb 2009 |
3.27%
Nov 2006 – Nov 2016 |
3.87%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLRBX (State Farm Lifepath Retirement Fund Legacy Clas) |
14.37%
Feb 2009 – Feb 2012 |
10.62%
Feb 2009 – Feb 2014 |
6.07%
Nov 2008 – Nov 2018 |
4.33%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart