Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRBHX (STATE FARM BOND FUND STATE FARM BOND FUND – CLASS R3 SHARES) | NA | -0.67% | 0.93% | 1.64% | 3.28% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 10/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRBHX (STATE FARM BOND FUND STATE FARM BOND FUND – CLASS R3 SHARES) | 10/28/2004 | 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 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.67 | 0.93 | 1.64 | 3.28 | NA | NA | … | … | 0.00 | -1.98 | 2.86 | 2.91 | 1.05 | 5.84 | -3.52 | 3.98 | 8.26 | 5.44 | 9.99 | 2.09 | 6.20 | 3.96 | 0.57 | 0.54 |
| Sharpe Ratio | NA | -0.82 | 0.06 | 0.40 | 0.83 | NA | NA | … | … | 0.00 | -1.26 | 0.81 | 0.83 | 0.25 | 1.86 | -0.84 | 1.26 | 1.87 | 1.31 | 2.17 | 0.19 | 0.80 | 0.21 | -0.51 | 0.45 |
| Standard Deviation(%) | NA | 2.52 | 2.84 | 3.17 | 3.67 | NA | NA | … | … | NA | 2.62 | 2.77 | 3.23 | 4.11 | 3.13 | 4.23 | 3.14 | 4.40 | 4.10 | 4.57 | 6.18 | 3.97 | 3.14 | 3.13 | 3.68 |
| Draw Down(%) | NA | 1.83 | 4.18 | 4.18 | 6.52 | NA | NA | … | … | 0.00 | 3.12 | 1.34 | 4.18 | 2.89 | 1.50 | 6.52 | 1.81 | 1.89 | 4.18 | 1.89 | 6.72 | 2.52 | 2.10 | 3.02 | 1.21 |
| Yield(%) | 0.00 | 1.96 | 2.41 | 2.52 | 3.14 | 3.15 | 2.36 | … | … | 0.00 | 2.14 | 2.75 | 2.58 | 2.65 | 2.79 | 3.32 | 2.82 | 3.27 | 3.21 | 4.11 | 4.20 | 4.21 | 4.32 | 3.10 | 1.00 |
Data as of 02/01/2019, Common starting date is 10/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRBHX (STATE FARM BOND FUND STATE FARM BOND FUND – CLASS R3 SHARES) |
0.82%
Apr 2015 – Apr 2018 |
1.11%
Apr 2013 – Apr 2018 |
3.32%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRBHX (STATE FARM BOND FUND STATE FARM BOND FUND – CLASS R3 SHARES) |
9.58%
Oct 2008 – Oct 2011 |
6.84%
Jul 2007 – Jul 2012 |
4.93%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart