Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSNAX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – CLASS A) | NA | -1.96% | 10.92% | 5.95% | 12.22% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSNAX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY 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 | -1.96 | 10.92 | 5.95 | 12.22 | NA | NA | … | … | 0.00 | -0.05 | 11.66 | 12.41 | -4.82 | 4.13 | 34.03 | 16.69 | -2.71 | 22.38 | 29.28 | -46.01 | 15.49 | 1.47 |
| Sharpe Ratio | NA | -0.24 | 0.74 | 0.32 | 0.59 | NA | NA | … | … | 0.00 | -0.09 | 0.99 | 0.72 | -0.30 | 0.27 | 2.34 | 1.03 | -0.09 | 0.92 | 0.89 | -1.02 | 0.60 | -0.07 |
| Standard Deviation(%) | NA | 14.11 | 13.68 | 14.77 | 20.18 | NA | NA | … | … | NA | 14.58 | 11.18 | 16.87 | 15.99 | 15.34 | 14.52 | 16.22 | 31.68 | 24.19 | 32.67 | 45.96 | 20.77 | 17.49 |
| Draw Down(%) | NA | 12.68 | 12.68 | 24.15 | 28.07 | NA | NA | … | … | 0.00 | 12.68 | 6.16 | 15.85 | 12.75 | 13.66 | 6.88 | 13.07 | 28.07 | 18.34 | 30.15 | 58.42 | 15.24 | 15.99 |
| Yield(%) | 0.00 | 12.12 | 10.57 | 8.51 | 11.56 | 5.14 | 3.86 | … | … | 0.00 | 12.35 | 13.14 | 0.93 | 3.85 | 11.29 | 12.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.48 | 14.44 | 8.06 |
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 |
|---|---|---|---|---|
| SSNAX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – CLASS A) |
-13.02%
Jun 2007 – Jun 2010 |
-3.38%
May 2007 – May 2012 |
3.50%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSNAX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – CLASS A) |
27.50%
Feb 2009 – Feb 2012 |
24.24%
Feb 2009 – Feb 2014 |
12.26%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart