Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RATTX (State Farm LifePath 2010 R2) | NA | 13.83% | -0.64% | 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 |
|---|---|---|
| RATTX (State Farm LifePath 2010 R2) | 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 | 13.83 | -0.64 | NA | NA | NA | NA | … | … | 0.00 | 14.40 | -17.46 | 3.62 | 9.63 | 5.99 |
| Sharpe Ratio | NA | 1.15 | -0.15 | NA | NA | NA | NA | … | … | 0.00 | 1.19 | -1.07 | 0.08 | 1.06 | 0.80 |
| Standard Deviation(%) | NA | 11.98 | 12.81 | NA | NA | NA | NA | … | … | NA | 12.00 | 17.07 | 7.21 | 6.01 | 5.27 |
| Draw Down(%) | NA | 13.11 | 28.92 | NA | NA | NA | NA | … | … | 0.00 | 13.11 | 27.84 | 4.93 | 4.75 | 3.31 |
| Yield(%) | 0.00 | 0.00 | 2.59 | 2.93 | 1.47 | 0.98 | 0.73 | … | … | 0.00 | 0.00 | 2.58 | 5.19 | 3.55 | 2.44 |
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 |
|---|---|---|---|---|
| RATTX (State Farm LifePath 2010 R2) |
-5.66%
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 |
|---|---|---|---|---|
| RATTX (State Farm LifePath 2010 R2) |
6.30%
Apr 2005 – Apr 2008 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart