Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNRBX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS B) | NA | -2.57% | 14.60% | 7.17% | 13.06% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNRBX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS B) | 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 | -2.57 | 14.60 | 7.17 | 13.06 | NA | NA | … | … | 0.00 | 0.21 | 14.00 | 19.65 | -5.90 | 3.36 | 36.85 | 14.48 | -5.73 | 24.79 | 25.33 | -35.00 | -11.59 | 9.26 |
| Sharpe Ratio | NA | -0.27 | 0.94 | 0.38 | 0.60 | NA | NA | … | … | 0.00 | -0.07 | 1.11 | 1.05 | -0.36 | 0.21 | 2.50 | 0.85 | -0.17 | 0.99 | 0.70 | -0.77 | -0.66 | 0.53 |
| Standard Deviation(%) | NA | 14.72 | 14.71 | 15.67 | 21.42 | NA | NA | … | … | NA | 15.11 | 12.12 | 18.47 | 16.51 | 16.18 | 14.75 | 17.03 | 33.18 | 25.07 | 36.23 | 46.61 | 22.20 | 20.95 |
| Draw Down(%) | NA | 15.43 | 15.43 | 26.47 | 29.67 | NA | NA | … | … | 0.00 | 15.43 | 6.38 | 16.10 | 16.36 | 13.22 | 5.44 | 12.93 | 29.67 | 20.49 | 33.29 | 49.96 | 15.15 | 14.17 |
| Yield(%) | 0.00 | 12.63 | 10.36 | 7.49 | 10.11 | 4.21 | 3.15 | … | … | 0.00 | 12.99 | 6.95 | 4.10 | 5.04 | 5.67 | 6.23 | 2.97 | 0.94 | 0.00 | 0.00 | 5.86 | 5.27 | 7.57 |
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 |
|---|---|---|---|---|
| SNRBX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS B) |
-11.57%
Jun 2006 – Jun 2009 |
-3.26%
Dec 2006 – Dec 2011 |
4.23%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNRBX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS B) |
27.43%
Feb 2009 – Feb 2012 |
24.66%
Feb 2009 – Feb 2014 |
13.21%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart