Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMIBX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – LEGACY CLASS B SHARES) | NA | -2.88% | 14.56% | 7.24% | 13.25% | 6.51% | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMIBX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – LEGACY CLASS B 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 | -2.88 | 14.56 | 7.24 | 13.25 | 6.51 | NA | … | … | 0.00 | -0.09 | 14.01 | 19.88 | -5.70 | 3.52 | 37.14 | 14.72 | -5.39 | 25.27 | 25.54 | -34.74 | -11.54 | 27.05 | 0.00 | 17.17 | 44.46 | -21.37 | 1.03 | 0.82 |
| Sharpe Ratio | NA | -0.29 | 0.94 | 0.39 | 0.61 | NA | NA | … | … | 0.00 | -0.09 | 1.11 | 1.06 | -0.35 | 0.22 | 2.51 | 0.87 | -0.16 | 1.00 | 0.70 | -0.76 | -0.66 | 1.27 | -0.13 | 0.91 | 2.32 | -0.90 | -0.06 | 3.03 |
| Standard Deviation(%) | NA | 14.69 | 14.68 | 15.66 | 21.42 | NA | NA | … | … | NA | 15.07 | 12.15 | 18.41 | 16.52 | 16.22 | 14.76 | 16.97 | 33.17 | 25.12 | 36.20 | 46.57 | 22.28 | 18.72 | 16.77 | 17.85 | 18.86 | 25.04 | 23.40 | 58.14 |
| Draw Down(%) | NA | 15.70 | 15.70 | 26.33 | 29.57 | NA | NA | … | … | 0.00 | 15.70 | 6.43 | 16.01 | 16.32 | 13.18 | 5.36 | 12.85 | 29.57 | 20.50 | 33.33 | 49.80 | 15.12 | 14.09 | 14.58 | 14.69 | 13.30 | 37.24 | 26.66 | 2.16 |
| Yield(%) | 0.00 | 12.73 | 10.51 | 7.60 | 10.41 | 5.75 | 5.19 | … | … | 0.00 | 13.10 | 7.03 | 4.28 | 5.09 | 5.73 | 6.31 | 3.25 | 0.96 | 0.00 | 0.11 | 5.99 | 5.53 | 8.82 | 5.12 | 0.00 | 0.62 | 0.45 | 1.79 | 0.05 |
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 |
|---|---|---|---|---|
| SMIBX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – LEGACY CLASS B SHARES) |
-19.22%
Feb 2006 – Feb 2009 |
-8.62%
Feb 2004 – Feb 2009 |
3.45%
Jan 2006 – Jan 2016 |
4.59%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIBX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – LEGACY CLASS B SHARES) |
27.81%
Feb 2009 – Feb 2012 |
25.00%
Feb 2009 – Feb 2014 |
13.41%
Jan 2009 – Jan 2019 |
9.86%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart