Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNPBX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS B) | NA | -1.80% | 13.51% | 10.51% | 13.70% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNPBX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS B) | 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 | -1.80 | 13.51 | 10.51 | 13.70 | NA | NA | … | … | 0.00 | 3.77 | 21.02 | 10.43 | -0.06 | 12.04 | 30.41 | 14.37 | 0.67 | 13.43 | 24.87 | -37.96 | 4.08 | 8.81 |
| Sharpe Ratio | NA | -0.22 | 1.12 | 0.76 | 0.84 | NA | NA | … | … | 0.00 | 0.17 | 3.04 | 0.77 | -0.01 | 1.05 | 2.74 | 1.13 | 0.03 | 0.73 | 0.91 | -0.95 | 0.07 | 0.97 |
| Standard Deviation(%) | NA | 14.21 | 11.35 | 12.53 | 16.07 | NA | NA | … | … | NA | 14.51 | 6.74 | 13.20 | 15.50 | 11.40 | 11.09 | 12.80 | 23.38 | 18.39 | 27.21 | 40.82 | 16.04 | 10.50 |
| Draw Down(%) | NA | 9.77 | 10.13 | 13.66 | 22.05 | NA | NA | … | … | 0.00 | 10.13 | 2.72 | 10.40 | 12.18 | 7.40 | 5.71 | 9.79 | 19.22 | 15.89 | 27.39 | 48.47 | 10.06 | 7.61 |
| Yield(%) | 0.00 | 6.19 | 4.57 | 3.32 | 4.02 | 1.87 | 1.40 | … | … | 0.00 | 6.54 | 2.68 | 1.66 | 0.72 | 0.46 | 0.46 | 0.84 | 0.67 | 0.56 | 0.77 | 1.02 | 1.03 | 0.89 |
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 |
|---|---|---|---|---|
| SNPBX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS B) |
-11.04%
Jun 2007 – Jun 2010 |
-2.56%
Sep 2006 – Sep 2011 |
5.19%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNPBX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS B) |
23.82%
Feb 2009 – Feb 2012 |
21.26%
Feb 2009 – Feb 2014 |
13.70%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart