Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNPAX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS A) | NA | -1.79% | 13.80% | 11.00% | 14.37% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNPAX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS A) | 05/03/2006 | 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 | -1.79 | 13.80 | 11.00 | 14.37 | NA | NA | … | … | 0.00 | 3.78 | 21.21 | 11.21 | 0.64 | 12.84 | 31.46 | 15.02 | 1.39 | 14.27 | 25.76 | -37.51 | 4.69 | 9.35 |
| Sharpe Ratio | NA | -0.22 | 1.15 | 0.80 | 0.88 | NA | NA | … | … | 0.00 | 0.17 | 3.06 | 0.83 | 0.04 | 1.13 | 2.83 | 1.18 | 0.06 | 0.77 | 0.94 | -0.94 | 0.10 | 1.06 |
| Standard Deviation(%) | NA | 14.20 | 11.35 | 12.53 | 16.08 | NA | NA | … | … | NA | 14.51 | 6.76 | 13.20 | 15.49 | 11.38 | 11.11 | 12.74 | 23.37 | 18.42 | 27.23 | 40.86 | 16.05 | 10.44 |
| Draw Down(%) | NA | 9.77 | 10.12 | 13.29 | 22.00 | NA | NA | … | … | 0.00 | 10.12 | 2.62 | 10.34 | 12.07 | 7.33 | 5.63 | 9.72 | 18.87 | 15.81 | 27.36 | 48.10 | 10.01 | 7.51 |
| Yield(%) | 0.00 | 6.27 | 5.01 | 4.00 | 5.35 | 2.55 | 1.91 | … | … | 0.00 | 6.62 | 2.96 | 2.52 | 1.62 | 1.28 | 1.52 | 1.64 | 1.38 | 1.34 | 1.54 | 1.61 | 1.83 | 1.43 |
Data as of 02/01/2019, Common starting date is 05/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNPAX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS A) |
-10.42%
Jun 2007 – Jun 2010 |
-1.90%
Sep 2006 – Sep 2011 |
5.93%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNPAX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS A) |
24.73%
Feb 2009 – Feb 2012 |
22.14%
Feb 2009 – Feb 2014 |
14.35%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart