Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNEAX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – CLASS A) | NA | -3.43% | 13.28% | 11.01% | 13.52% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNEAX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – CLASS A) | 05/05/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.43 | 13.28 | 11.01 | 13.52 | NA | NA | … | … | 0.00 | 2.91 | 23.89 | 7.81 | 0.74 | 14.96 | 32.63 | 15.93 | -0.79 | 12.90 | 20.82 | -41.52 | -14.04 | 7.24 |
| Sharpe Ratio | NA | -0.34 | 1.08 | 0.79 | 0.83 | NA | NA | … | … | 0.00 | 0.11 | 3.15 | 0.57 | 0.05 | 1.22 | 2.85 | 1.23 | -0.03 | 0.70 | 0.84 | -0.99 | -0.95 | 0.79 |
| Standard Deviation(%) | NA | 14.22 | 11.57 | 12.74 | 15.98 | NA | NA | … | … | NA | 14.57 | 7.41 | 13.29 | 15.32 | 12.26 | 11.45 | 12.97 | 24.60 | 18.34 | 24.79 | 42.80 | 18.09 | 9.92 |
| Draw Down(%) | NA | 10.40 | 10.40 | 15.46 | 21.92 | NA | NA | … | … | 0.00 | 10.40 | 3.13 | 11.34 | 11.48 | 8.63 | 5.81 | 10.48 | 21.92 | 16.81 | 23.93 | 50.33 | 21.56 | 7.61 |
| Yield(%) | 0.00 | 24.82 | 16.42 | 12.51 | 13.28 | 4.57 | 3.43 | … | … | 0.00 | 26.44 | 9.04 | 6.70 | 6.58 | 2.10 | 0.60 | 1.18 | 0.75 | 0.44 | 0.70 | 1.63 | 0.00 | 5.93 |
Data as of 02/01/2019, Common starting date is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNEAX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – CLASS A) |
-19.51%
Jun 2007 – Jun 2010 |
-8.61%
Sep 2006 – Sep 2011 |
2.34%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNEAX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – CLASS A) |
22.79%
Sep 2011 – Sep 2014 |
20.04%
Feb 2009 – Feb 2014 |
13.52%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart