Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLWAX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – CLASS A) | NA | -1.50% | 5.18% | 3.79% | 7.32% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLWAX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – CLASS A) | 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 | -1.50 | 5.18 | 3.79 | 7.32 | NA | NA | … | … | -1.92 | 11.42 | 5.64 | -1.86 | 4.74 | 8.66 | 10.51 | 1.20 | 10.40 | 22.25 | -25.75 | 2.94 | 7.11 |
| Sharpe Ratio | NA | -0.46 | 0.75 | 0.55 | 0.72 | NA | NA | … | … | -0.54 | 3.16 | 0.74 | -0.26 | 0.90 | 1.34 | 1.46 | 0.09 | 0.90 | 1.23 | -1.02 | -0.01 | 0.89 |
| Standard Deviation(%) | NA | 6.10 | 5.91 | 6.08 | 9.68 | NA | NA | … | … | 6.19 | 3.43 | 7.34 | 7.35 | 5.22 | 6.45 | 7.22 | 13.58 | 11.47 | 17.98 | 26.06 | 10.58 | 8.44 |
| Draw Down(%) | NA | 5.73 | 5.92 | 10.30 | 18.89 | NA | NA | … | … | 5.73 | 1.26 | 5.16 | 8.22 | 4.19 | 5.82 | 5.89 | 11.29 | 8.89 | 18.89 | 37.15 | 7.14 | 7.06 |
| Yield(%) | 0.00 | 14.22 | 7.18 | 6.30 | 6.00 | 3.48 | 2.61 | … | … | 11.87 | 2.85 | 4.05 | 1.63 | 7.44 | 4.73 | 1.84 | 1.65 | 1.49 | 2.32 | 2.10 | 5.29 | 3.48 |
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 |
|---|---|---|---|---|
| NLWAX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – CLASS A) |
-4.62%
Jun 2007 – Jun 2010 |
0.23%
May 2007 – May 2012 |
3.08%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLWAX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – CLASS A) |
18.45%
Feb 2009 – Feb 2012 |
13.83%
Feb 2009 – Feb 2014 |
7.39%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart