Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLPAX (STATE FARM LIFEPATH 2050 FUND STATE FARM LIFEPATH 2050 FUND – CLASS A) | NA | -1.30% | 8.91% | 6.22% | 10.28% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 07/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLPAX (STATE FARM LIFEPATH 2050 FUND STATE FARM LIFEPATH 2050 FUND – CLASS A) | 07/16/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.30 | 8.91 | 6.22 | 10.28 | NA | NA | … | … | -2.16 | 20.39 | 7.80 | -2.35 | -0.76 | 26.30 | 15.40 | -4.14 | 12.97 | 30.26 | -30.03 |
| Sharpe Ratio | NA | -0.20 | 0.72 | 0.47 | 0.58 | NA | NA | … | … | -0.28 | 3.14 | 0.54 | -0.17 | -0.07 | 2.19 | 1.19 | -0.17 | 0.65 | 1.03 | -0.93 |
| Standard Deviation(%) | NA | 12.76 | 11.67 | 12.38 | 17.25 | NA | NA | … | … | 12.98 | 6.32 | 14.03 | 14.20 | 11.38 | 12.02 | 12.98 | 25.09 | 19.80 | 29.41 | 58.56 |
| Draw Down(%) | NA | 10.92 | 12.65 | 18.10 | 28.55 | NA | NA | … | … | 10.92 | 1.94 | 11.23 | 13.37 | 10.30 | 7.46 | 11.23 | 21.62 | 15.91 | 28.55 | 45.46 |
| Yield(%) | 0.00 | 22.18 | 10.91 | 8.86 | 9.62 | 4.27 | 3.20 | … | … | 20.42 | 2.17 | 3.58 | 1.47 | 8.46 | 7.16 | 3.56 | 4.11 | 3.96 | 4.84 | 0.82 |
Data as of 12/13/2018, Common starting date is 07/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLPAX (STATE FARM LIFEPATH 2050 FUND STATE FARM LIFEPATH 2050 FUND – CLASS A) |
-0.16%
Aug 2008 – Aug 2011 |
3.86%
Aug 2008 – Aug 2013 |
6.44%
Aug 2008 – Aug 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLPAX (STATE FARM LIFEPATH 2050 FUND STATE FARM LIFEPATH 2050 FUND – CLASS A) |
24.45%
Feb 2009 – Feb 2012 |
19.48%
Feb 2009 – Feb 2014 |
10.26%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart