Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLRIX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – INSTITUTIONAL SHARES) | NA | -1.53% | 4.62% | 3.55% | 6.50% | 4.42% | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/09/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLRIX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – INSTITUTIONAL SHARES) | 05/09/2003 | 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 | -1.53 | 4.62 | 3.55 | 6.50 | 4.42 | NA | … | … | -1.91 | 10.02 | 5.49 | -1.48 | 4.75 | 5.81 | 8.48 | 4.34 | 9.29 | 17.91 | -15.14 | 4.20 | 8.59 | 1.82 | 6.15 | 8.31 |
| Sharpe Ratio | NA | -0.53 | 0.79 | 0.64 | 0.95 | NA | NA | … | … | -0.61 | 3.13 | 0.90 | -0.27 | 1.20 | 1.15 | 1.75 | 0.51 | 1.25 | 1.61 | -1.05 | 0.20 | 1.05 | -0.07 | 1.06 | 2.84 |
| Standard Deviation(%) | NA | 5.32 | 4.91 | 4.86 | 6.52 | NA | NA | … | … | 5.40 | 3.01 | 5.82 | 5.59 | 3.94 | 5.02 | 4.85 | 8.49 | 7.35 | 11.04 | 15.27 | 6.03 | 5.08 | 5.04 | 4.91 | 4.40 |
| Draw Down(%) | NA | 5.19 | 5.19 | 8.09 | 12.16 | NA | NA | … | … | 5.19 | 1.25 | 3.58 | 6.79 | 3.14 | 5.17 | 3.59 | 6.20 | 5.25 | 12.16 | 25.58 | 4.10 | 3.63 | 3.78 | 5.16 | 3.15 |
| Yield(%) | 0.00 | 10.36 | 5.15 | 4.96 | 5.05 | 4.07 | 3.25 | … | … | 9.56 | 2.03 | 1.75 | 1.82 | 6.40 | 4.13 | 4.07 | 2.64 | 2.14 | 3.24 | 2.75 | 5.35 | 4.01 | 2.91 | 1.03 | 0.45 |
Data as of 12/13/2018, Common starting date is 05/09/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLRIX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – INSTITUTIONAL SHARES) |
-4.60%
Feb 2006 – Feb 2009 |
-1.31%
Feb 2004 – Feb 2009 |
3.94%
Nov 2006 – Nov 2016 |
4.46%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLRIX (STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND – INSTITUTIONAL SHARES) |
15.19%
Feb 2009 – Feb 2012 |
11.31%
Feb 2009 – Feb 2014 |
6.63%
Nov 2008 – Nov 2018 |
4.91%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart