Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLTAX (State Farm LifePath 2010 A) | NA | 13.87% | -0.57% | NA | NA | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLTAX (State Farm LifePath 2010 A) | 05/31/2006 | 01/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.87 | -0.57 | NA | NA | NA | NA | … | … | 0.00 | 14.44 | -17.36 | 3.75 | 7.95 |
| Sharpe Ratio | NA | 1.15 | -0.15 | NA | NA | NA | NA | … | … | 0.00 | 1.19 | -1.07 | 0.10 | 1.77 |
| Standard Deviation(%) | NA | 11.99 | 12.79 | NA | NA | NA | NA | … | … | NA | 12.01 | 16.98 | 7.32 | 5.92 |
| Draw Down(%) | NA | 13.06 | 28.79 | NA | NA | NA | NA | … | … | 0.00 | 13.06 | 27.73 | 4.91 | 3.25 |
| Yield(%) | 0.00 | 0.00 | 2.64 | 2.41 | 1.21 | 0.80 | 0.60 | … | … | 0.00 | 0.00 | 2.68 | 5.25 | 3.85 |
Data as of 01/05/2010, Common starting date is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLTAX (State Farm LifePath 2010 A) |
-1.08%
Jun 2006 – Jun 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLTAX (State Farm LifePath 2010 A) |
0.84%
Sep 2006 – Sep 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart