Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRBOX (STATE FARM BOND FUND STATE FARM BOND FUND – CLASS R1 SHARES) | NA | -0.76% | 0.73% | 1.32% | 2.87% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 09/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRBOX (STATE FARM BOND FUND STATE FARM BOND FUND – CLASS R1 SHARES) | 09/29/2004 | 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 | -0.76 | 0.73 | 1.32 | 2.87 | NA | NA | … | … | 0.00 | -2.07 | 2.75 | 2.47 | 0.47 | 5.32 | -3.91 | 3.46 | 7.62 | 4.94 | 9.51 | 1.62 | 5.82 | 3.34 | 0.28 | 0.88 |
| Sharpe Ratio | NA | -0.87 | -0.01 | 0.29 | 0.72 | NA | NA | … | … | 0.00 | -1.31 | 0.80 | 0.68 | 0.11 | 1.71 | -0.95 | 1.11 | 1.78 | 1.19 | 2.04 | 0.11 | 0.72 | 0.01 | -0.60 | 0.61 |
| Standard Deviation(%) | NA | 2.48 | 2.82 | 3.17 | 3.64 | NA | NA | … | … | NA | 2.58 | 2.66 | 3.33 | 4.14 | 3.09 | 4.16 | 3.10 | 4.26 | 4.06 | 4.62 | 6.10 | 3.91 | 3.10 | 3.15 | 3.44 |
| Draw Down(%) | NA | 1.92 | 4.47 | 4.47 | 6.66 | NA | NA | … | … | 0.00 | 3.21 | 1.34 | 4.47 | 3.06 | 1.48 | 6.66 | 1.84 | 1.84 | 4.23 | 1.81 | 6.78 | 2.46 | 2.21 | 3.20 | 1.21 |
| Yield(%) | 0.00 | 1.96 | 2.21 | 2.21 | 2.70 | 2.77 | 2.08 | … | … | 0.00 | 2.14 | 2.64 | 2.05 | 2.16 | 2.28 | 2.84 | 2.32 | 2.75 | 2.72 | 3.66 | 3.75 | 3.75 | 3.82 | 2.73 | 1.25 |
Data as of 02/01/2019, Common starting date is 09/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRBOX (STATE FARM BOND FUND STATE FARM BOND FUND – CLASS R1 SHARES) |
0.46%
Aug 2012 – Aug 2015 |
0.72%
Apr 2013 – Apr 2018 |
2.90%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRBOX (STATE FARM BOND FUND STATE FARM BOND FUND – CLASS R1 SHARES) |
9.08%
Oct 2008 – Oct 2011 |
6.33%
Jul 2007 – Jul 2012 |
4.42%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart