Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSIHX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS R3 SHARES) | NA | -2.75% | 14.84% | 7.66% | 13.79% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSIHX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS R3 SHARES) | 12/30/2004 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.75 | 14.84 | 7.66 | 13.79 | NA | NA | … | … | 0.00 | 0.09 | 14.10 | 20.56 | -5.12 | 4.15 | 37.87 | 15.44 | -4.88 | 25.92 | 26.37 | -34.33 | -11.14 | 27.99 | 3.75 | -3.04 |
| Sharpe Ratio | NA | -0.28 | 0.96 | 0.41 | 0.64 | NA | NA | … | … | 0.00 | -0.08 | 1.12 | 1.10 | -0.31 | 0.25 | 2.55 | 0.91 | -0.15 | 1.03 | 0.75 | -0.76 | -0.64 | 1.32 | 0.10 | NA |
| Standard Deviation(%) | NA | 14.70 | 14.72 | 15.67 | 21.28 | NA | NA | … | … | NA | 15.08 | 12.12 | 18.48 | 16.49 | 16.23 | 14.81 | 17.04 | 33.26 | 25.15 | 35.20 | 46.51 | 22.37 | 18.80 | 16.12 | 0.00 |
| Draw Down(%) | NA | 15.57 | 15.57 | 26.05 | 29.41 | NA | NA | … | … | 0.00 | 15.57 | 6.37 | 15.99 | 16.18 | 13.04 | 5.39 | 12.74 | 29.41 | 20.42 | 33.12 | 49.54 | 14.80 | 14.04 | 11.68 | 3.04 |
| Yield(%) | 0.00 | 12.63 | 10.53 | 7.78 | 11.06 | 5.46 | 4.10 | … | … | 0.00 | 12.99 | 6.76 | 4.70 | 5.46 | 6.00 | 6.74 | 3.87 | 1.28 | 0.52 | 0.69 | 6.34 | 5.95 | 9.05 | 5.29 | 0.47 |
Data as of 02/01/2019, Common starting date is 12/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSIHX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS R3 SHARES) |
-18.70%
Feb 2006 – Feb 2009 |
-2.45%
Dec 2006 – Dec 2011 |
4.06%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSIHX (STATE FARM SMALL CAP INDEX FUND STATE FARM SMALL CAP INDEX FUND – CLASS R3 SHARES) |
28.51%
Feb 2009 – Feb 2012 |
25.69%
Feb 2009 – Feb 2014 |
13.94%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart