Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNRAX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS A) | NA | -2.69% | 14.54% | 7.41% | 13.57% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNRAX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX 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 | -2.69 | 14.54 | 7.41 | 13.57 | NA | NA | … | … | 0.00 | 0.12 | 13.28 | 20.37 | -5.31 | 3.99 | 37.57 | 15.22 | -4.96 | 25.66 | 26.20 | -34.55 | -11.37 | 10.17 |
| Sharpe Ratio | NA | -0.28 | 0.94 | 0.40 | 0.63 | NA | NA | … | … | 0.00 | -0.08 | 1.05 | 1.09 | -0.32 | 0.25 | 2.55 | 0.90 | -0.15 | 1.02 | 0.72 | -0.76 | -0.65 | 0.60 |
| Standard Deviation(%) | NA | 14.71 | 14.72 | 15.68 | 21.42 | NA | NA | … | … | NA | 15.09 | 12.14 | 18.49 | 16.55 | 16.21 | 14.72 | 17.04 | 33.24 | 25.07 | 36.09 | 46.59 | 22.40 | 21.04 |
| Draw Down(%) | NA | 15.57 | 15.57 | 26.14 | 29.42 | NA | NA | … | … | 0.00 | 15.57 | 6.37 | 16.05 | 16.20 | 13.07 | 5.35 | 12.88 | 29.42 | 20.42 | 33.21 | 49.65 | 15.00 | 14.04 |
| Yield(%) | 0.00 | 13.04 | 10.38 | 7.65 | 10.78 | 4.50 | 3.38 | … | … | 0.00 | 13.41 | 6.06 | 4.59 | 5.34 | 5.90 | 6.62 | 3.69 | 1.14 | 0.37 | 0.55 | 6.23 | 5.85 | 7.96 |
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 |
|---|---|---|---|---|
| SNRAX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS A) |
-10.96%
Jun 2006 – Jun 2009 |
-2.65%
Dec 2006 – Dec 2011 |
4.91%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNRAX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS A) |
28.35%
Feb 2009 – Feb 2012 |
25.51%
Feb 2009 – Feb 2014 |
13.72%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart