Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNEBX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – CLASS B) | NA | -3.38% | 12.99% | 10.52% | 12.87% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 05/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNEBX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – CLASS B) | 05/11/2006 | 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 | -3.38 | 12.99 | 10.52 | 12.87 | NA | NA | … | … | 0.00 | 2.94 | 23.72 | 6.94 | 0.18 | 14.13 | 31.55 | 15.35 | -1.52 | 12.04 | 19.77 | -41.84 | -14.14 | 8.32 |
| Sharpe Ratio | NA | -0.34 | 1.06 | 0.75 | 0.79 | NA | NA | … | … | 0.00 | 0.11 | 3.08 | 0.51 | 0.01 | 1.15 | 2.75 | 1.18 | -0.06 | 0.65 | 0.80 | -0.99 | -0.97 | 1.00 |
| Standard Deviation(%) | NA | 14.18 | 11.53 | 12.74 | 15.98 | NA | NA | … | … | NA | 14.55 | 7.52 | 13.22 | 15.26 | 12.33 | 11.47 | 13.12 | 24.52 | 18.44 | 24.70 | 42.92 | 17.82 | 9.91 |
| Draw Down(%) | NA | 10.33 | 10.33 | 15.77 | 22.15 | NA | NA | … | … | 0.00 | 10.33 | 3.16 | 11.40 | 11.57 | 8.70 | 5.84 | 10.80 | 22.15 | 16.99 | 24.04 | 50.73 | 21.32 | 6.21 |
| Yield(%) | 0.00 | 25.05 | 16.26 | 12.11 | 12.33 | 4.28 | 3.21 | … | … | 0.00 | 26.69 | 8.84 | 6.25 | 6.03 | 1.46 | 0.00 | 0.39 | 0.03 | 0.00 | 0.00 | 1.05 | 0.00 | 5.47 |
Data as of 02/01/2019, Common starting date is 05/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNEBX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – CLASS B) |
-19.86%
Jun 2007 – Jun 2010 |
-9.11%
Sep 2006 – Sep 2011 |
1.71%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNEBX (STATE FARM EQUITY FUND STATE FARM EQUITY FUND – CLASS B) |
21.95%
Sep 2011 – Sep 2014 |
19.17%
Feb 2009 – Feb 2014 |
12.87%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart