Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMIIX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – INSTITUTIONAL SHARES) | NA | -2.71% | 14.91% | 7.73% | 13.88% | 7.11% | NA | … | … |
Data as of 02/01/2019, Common starting date is 05/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMIIX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – INSTITUTIONAL SHARES) | 05/06/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.71 | 14.91 | 7.73 | 13.88 | 7.11 | NA | … | … | 0.00 | 0.12 | 14.19 | 20.65 | -5.12 | 4.23 | 37.96 | 15.60 | -4.81 | 26.02 | 26.47 | -34.30 | -11.15 | 28.08 | 0.17 | 18.14 | 35.05 |
| Sharpe Ratio | NA | -0.28 | 0.96 | 0.42 | 0.64 | NA | NA | … | … | 0.00 | -0.08 | 1.12 | 1.10 | -0.31 | 0.26 | 2.55 | 0.92 | -0.15 | 1.03 | 0.73 | -0.75 | -0.64 | 1.32 | -0.12 | 0.96 | 2.99 |
| Standard Deviation(%) | NA | 14.72 | 14.73 | 15.68 | 21.43 | NA | NA | … | … | NA | 15.11 | 12.15 | 18.49 | 16.50 | 16.20 | 14.85 | 17.05 | 33.19 | 25.11 | 36.17 | 46.52 | 22.38 | 18.81 | 16.92 | 17.85 | 19.10 |
| Draw Down(%) | NA | 15.54 | 15.54 | 25.99 | 29.36 | NA | NA | … | … | 0.00 | 15.54 | 6.37 | 15.94 | 16.13 | 12.98 | 5.39 | 12.75 | 29.36 | 20.43 | 33.17 | 49.50 | 14.80 | 13.98 | 14.78 | 14.40 | 6.74 |
| Yield(%) | 0.00 | 12.94 | 10.76 | 7.94 | 11.30 | 6.26 | 6.61 | … | … | 0.00 | 13.32 | 6.91 | 4.78 | 5.53 | 6.08 | 6.82 | 3.93 | 1.35 | 0.60 | 0.76 | 6.40 | 6.00 | 9.15 | 5.44 | 0.00 | 1.42 |
Data as of 02/01/2019, Common starting date is 05/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIIX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – INSTITUTIONAL SHARES) |
-18.66%
Feb 2006 – Feb 2009 |
-8.05%
Feb 2004 – Feb 2009 |
4.13%
Jan 2006 – Jan 2016 |
7.11%
Jan 2004 – Jan 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIIX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – INSTITUTIONAL SHARES) |
28.62%
Feb 2009 – Feb 2012 |
25.81%
Feb 2009 – Feb 2014 |
14.03%
Jan 2009 – Jan 2019 |
9.49%
Jun 2003 – Jun 2018 |
Annualized Rolling Returns Comparison Chart