Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLBOX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – CLASS B) | NA | -1.10% | 8.33% | 5.59% | 9.14% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLBOX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – CLASS B) | 05/03/2006 | 12/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.10 | 8.33 | 5.59 | 9.14 | NA | NA | … | … | -1.89 | 18.89 | 7.29 | -2.76 | 4.38 | 15.75 | 13.43 | -3.40 | 11.93 | 26.66 | -36.14 | 0.85 | 7.60 |
| Sharpe Ratio | NA | -0.21 | 0.72 | 0.48 | 0.58 | NA | NA | … | … | -0.28 | 3.14 | 0.54 | -0.21 | 0.52 | 1.68 | 1.19 | -0.16 | 0.68 | 1.00 | -0.95 | -0.14 | 0.72 |
| Standard Deviation(%) | NA | 11.42 | 10.73 | 10.83 | 15.24 | NA | NA | … | … | 11.62 | 5.84 | 13.13 | 13.33 | 8.47 | 9.35 | 11.34 | 21.82 | 17.45 | 26.47 | 38.70 | 15.44 | 11.44 |
| Draw Down(%) | NA | 9.49 | 11.84 | 17.34 | 26.49 | NA | NA | … | … | 9.49 | 1.71 | 10.47 | 12.91 | 6.75 | 7.03 | 9.84 | 19.11 | 13.76 | 26.49 | 48.04 | 10.24 | 9.79 |
| Yield(%) | 0.00 | 21.57 | 10.44 | 8.32 | 7.87 | 3.72 | 2.79 | … | … | 19.62 | 2.45 | 3.65 | 1.18 | 8.66 | 5.25 | 1.02 | 0.64 | 1.00 | 1.21 | 0.88 | 4.46 | 2.55 |
Data as of 12/13/2018, Common starting date is 05/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLBOX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – CLASS B) |
-10.37%
Jun 2007 – Jun 2010 |
-3.43%
May 2007 – May 2012 |
2.25%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLBOX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – CLASS B) |
22.13%
Feb 2009 – Feb 2012 |
17.35%
Feb 2009 – Feb 2014 |
9.14%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart