Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RATHX (State Farm LifePath 2010 R3) | NA | 13.80% | -0.45% | NA | NA | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RATHX (State Farm LifePath 2010 R3) | 01/26/2005 | 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.80 | -0.45 | NA | NA | NA | NA | … | … | 0.00 | 14.49 | -17.24 | 3.87 | 9.94 | 6.31 |
| Sharpe Ratio | NA | 1.14 | -0.14 | NA | NA | NA | NA | … | … | 0.00 | 1.20 | -1.06 | 0.10 | 1.09 | 0.85 |
| Standard Deviation(%) | NA | 11.98 | 12.77 | NA | NA | NA | NA | … | … | NA | 11.99 | 17.06 | 7.22 | 6.01 | 5.27 |
| Draw Down(%) | NA | 13.00 | 28.62 | NA | NA | NA | NA | … | … | 0.00 | 13.00 | 27.69 | 4.84 | 4.67 | 3.14 |
| Yield(%) | 0.00 | 0.00 | 2.57 | 3.03 | 1.52 | 1.01 | 0.76 | … | … | 0.00 | 0.00 | 2.35 | 5.36 | 3.77 | 2.76 |
Data as of 01/05/2010, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RATHX (State Farm LifePath 2010 R3) |
-5.38%
Feb 2006 – Feb 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 |
|---|---|---|---|---|
| RATHX (State Farm LifePath 2010 R3) |
6.59%
Apr 2005 – Apr 2008 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
