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RAUHX: STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND - CLASS R3 SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/30/2004 |
| Last Dividend Date: | 11/14/2018 |
| 12-Mo. Yield | 21.10% |
| Expenses | 1.09% |
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Performance Analytics (As of 12/13/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/30/2004 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.3 | 8.6 | 6.0 | 9.8 | 5.1 | -2.0 | 18.9 | 7.7 | -2.0 | 5.3 | 16.7 | 14.4 | -2.5 | 12.4 | 29.2 | -35.6 | 1.8 | 16.6 | 8.0 | -1.5 |
| Sharpe Ratio | NA | -0.22 | 0.74 | 0.51 | 0.63 | 0.24 | -0.29 | 3.14 | 0.57 | -0.15 | 0.63 | 1.77 | 1.28 | -0.12 | 0.71 | 1.09 | -0.94 | -0.08 | 1.24 | 0.62 | NA |
| Draw Down(%) | NA | 9.5 | 11.8 | 16.9 | 26.4 | 54.4 | 9.5 | 1.7 | 10.4 | 12.6 | 6.7 | 7.0 | 9.7 | 18.8 | 14.1 | 26.4 | 47.8 | 10.2 | 9.7 | 6.1 | 1.5 |
| Standard Deviation(%) | NA | 11.4 | 10.7 | 10.8 | 15.3 | 17.4 | 11.6 | 5.9 | 13.1 | 13.4 | 8.5 | 9.4 | 11.3 | 21.8 | 17.4 | 26.7 | 38.7 | 15.5 | 10.8 | 9.3 | 0.0 |
| Treynor Ratio | NA | -0.04 | 0.09 | 0.06 | 0.1 | 0.04 | -0.05 | 0.18 | 0.07 | -0.02 | 0.06 | 0.18 | 0.17 | -0.03 | 0.12 | 0.27 | -0.34 | -0.01 | 0.12 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | 0.01 | NA | NA |
| Beta | NA | 0.66 | 0.84 | 0.88 | 0.97 | 1.0 | 0.66 | 1.01 | 1.03 | 1.01 | 0.83 | 0.9 | 0.84 | 0.98 | 1.01 | 1.07 | 1.06 | 1.05 | 1.08 | NA | NA |
| RSquared | NA | 0.68 | 0.82 | 0.87 | 0.93 | 0.92 | 0.68 | 0.94 | 0.98 | 0.97 | 0.92 | 0.95 | 0.81 | 0.96 | 0.95 | 0.99 | 0.99 | 0.97 | 0.41 | 0.0 | 0.0 |
| Yield(%) | N/A | 21.1 | 10.6 | 8.7 | 8.8 | N/A | 19.1 | 2.5 | 4.1 | 2.0 | 9.4 | 6.0 | 1.9 | 1.4 | 1.4 | 2.1 | 1.5 | 5.1 | 2.8 | 2.1 | 0.9 |
| Dividend Growth(%) | N/A | 544.3 | 79.5 | 591.3 | N/A | N/A | 796.4 | -35.3 | 90.5 | -79.3 | 70.0 | 270.7 | 22.8 | 15.9 | -16.3 | -11.7 | -71.4 | 99.8 | 44.6 | 124.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2004
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See Target Date 2036-2040 Asset Class Trend Rankings |
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