Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLWBX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – CLASS B) | NA | -1.50% | 4.88% | 3.31% | 6.70% | NA | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLWBX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 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 | -1.50 | 4.88 | 3.31 | 6.70 | NA | NA | … | … | -1.88 | 11.22 | 4.94 | -2.57 | 3.98 | 7.97 | 9.66 | 0.50 | 9.66 | 21.31 | -26.24 | 2.30 | 6.63 |
| Sharpe Ratio | NA | -0.46 | 0.71 | 0.48 | 0.66 | NA | NA | … | … | -0.54 | 3.13 | 0.65 | -0.35 | 0.76 | 1.24 | 1.34 | 0.03 | 0.83 | 1.19 | -1.04 | -0.07 | 0.80 |
| Standard Deviation(%) | NA | 6.04 | 5.87 | 6.05 | 9.65 | NA | NA | … | … | 6.14 | 3.40 | 7.31 | 7.34 | 5.20 | 6.39 | 7.24 | 13.60 | 11.47 | 17.86 | 26.03 | 10.68 | 8.47 |
| Draw Down(%) | NA | 5.76 | 5.94 | 10.81 | 18.96 | NA | NA | … | … | 5.76 | 1.27 | 5.19 | 8.57 | 4.30 | 5.87 | 6.01 | 11.60 | 9.11 | 18.96 | 37.32 | 7.31 | 7.14 |
| Yield(%) | 0.00 | 14.06 | 6.65 | 5.73 | 5.14 | 2.99 | 2.24 | … | … | 11.90 | 2.61 | 3.34 | 0.79 | 6.69 | 4.02 | 1.10 | 0.96 | 0.80 | 1.64 | 1.56 | 4.73 | 3.22 |
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 |
|---|---|---|---|---|
| NLWBX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – CLASS B) |
-5.28%
Jun 2007 – Jun 2010 |
-0.47%
May 2007 – May 2012 |
2.36%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLWBX (STATE FARM LIFEPATH 2020 FUND STATE FARM LIFEPATH 2020 FUND – CLASS B) |
17.63%
Feb 2009 – Feb 2012 |
13.02%
Feb 2009 – Feb 2014 |
6.77%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart