Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMIAX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – PREMIER SHARES) | NA | -2.68% | 14.88% | 7.61% | 13.66% | 6.90% | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMIAX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – PREMIER SHARES) | 12/27/2000 | 02/01/2019 |
| 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 | -2.68 | 14.88 | 7.61 | 13.66 | 6.90 | NA | … | … | 0.00 | 0.16 | 14.24 | 20.44 | -5.33 | 3.99 | 37.64 | 15.26 | -5.04 | 25.66 | 26.13 | -34.48 | -11.22 | 27.63 | 0.24 | 17.62 | 44.71 | -21.06 | 1.42 | 0.84 |
| Sharpe Ratio | NA | -0.28 | 0.96 | 0.41 | 0.63 | NA | NA | … | … | 0.00 | -0.08 | 1.12 | 1.09 | -0.32 | 0.25 | 2.55 | 0.90 | -0.15 | 1.02 | 0.72 | -0.76 | -0.64 | 1.30 | -0.11 | 0.93 | 2.33 | -0.88 | -0.04 | 3.13 |
| Standard Deviation(%) | NA | 14.74 | 14.75 | 15.69 | 21.41 | NA | NA | … | … | NA | 15.13 | 12.19 | 18.50 | 16.51 | 16.18 | 14.76 | 17.02 | 33.16 | 25.09 | 36.10 | 46.58 | 22.34 | 18.78 | 16.82 | 17.89 | 18.85 | 25.08 | 23.27 | 58.35 |
| Draw Down(%) | NA | 15.53 | 15.53 | 26.12 | 29.46 | NA | NA | … | … | 0.00 | 15.53 | 6.42 | 15.99 | 16.18 | 13.08 | 5.33 | 12.84 | 29.46 | 20.44 | 33.16 | 49.61 | 14.80 | 14.06 | 14.55 | 14.54 | 13.24 | 37.23 | 26.46 | 2.16 |
| Yield(%) | 0.00 | 13.26 | 10.93 | 7.94 | 11.09 | 6.11 | 5.56 | … | … | 0.00 | 13.65 | 7.08 | 4.65 | 5.36 | 5.92 | 6.63 | 3.71 | 1.13 | 0.34 | 0.51 | 6.24 | 5.83 | 8.95 | 5.18 | 0.00 | 1.07 | 0.44 | 2.10 | 0.07 |
Data as of 02/01/2019, 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 |
|---|---|---|---|---|
| SMIAX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – PREMIER SHARES) |
-18.86%
Feb 2006 – Feb 2009 |
-8.24%
Feb 2004 – Feb 2009 |
3.87%
Jan 2006 – Jan 2016 |
4.98%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIAX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – PREMIER SHARES) |
28.30%
Feb 2009 – Feb 2012 |
25.47%
Feb 2009 – Feb 2014 |
13.81%
Jan 2009 – Jan 2019 |
10.25%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart