Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TANAX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – CLASS A) | NA | 0.21% | 0.71% | 2.54% | 3.44% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TANAX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND 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 | 0.21 | 0.71 | 2.54 | 3.44 | NA | NA | … | … | 0.00 | -0.51 | 3.69 | 0.37 | 2.80 | 8.74 | -3.45 | 4.96 | 10.70 | 1.12 | 9.95 | 1.54 | 3.59 | 2.65 |
| Sharpe Ratio | NA | -0.96 | -0.03 | 1.06 | 1.24 | NA | NA | … | … | 0.00 | -1.38 | 1.60 | 0.07 | 1.37 | 3.95 | -0.89 | 1.93 | 3.77 | 0.35 | 2.97 | 0.08 | 0.26 | 0.33 |
| Standard Deviation(%) | NA | 1.23 | 1.84 | 1.95 | 2.57 | NA | NA | … | … | NA | 1.33 | 1.91 | 2.30 | 2.03 | 2.21 | 3.91 | 2.57 | 2.83 | 2.94 | 3.32 | 7.20 | 2.16 | 2.03 |
| Draw Down(%) | NA | 1.01 | 4.42 | 4.42 | 8.69 | NA | NA | … | … | 0.00 | 1.49 | 1.59 | 4.42 | 2.33 | 1.62 | 8.41 | 2.71 | 2.20 | 5.79 | 2.69 | 11.67 | 1.52 | 1.38 |
| Yield(%) | 0.00 | 2.00 | 2.25 | 2.48 | 2.94 | 2.66 | 2.00 | … | … | 0.00 | 2.19 | 2.55 | 2.34 | 2.42 | 2.87 | 2.60 | 2.60 | 3.37 | 3.23 | 3.94 | 4.39 | 4.05 | 1.81 |
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 |
|---|---|---|---|---|
| TANAX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – CLASS A) |
0.71%
Jan 2016 – Jan 2019 |
1.91%
Nov 2012 – Nov 2017 |
3.46%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TANAX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – CLASS A) |
7.87%
Sep 2008 – Sep 2011 |
6.35%
Feb 2008 – Feb 2013 |
4.61%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart