Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAUAX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – PREMIER SHARES) | NA | -1.06% | 8.50% | 5.98% | 9.67% | 5.42% | NA | … | … |
Data as of 12/13/2018, Common starting date is 05/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAUAX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – PREMIER SHARES) | 05/28/2003 | 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 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.06 | 8.50 | 5.98 | 9.67 | 5.42 | NA | … | … | -1.87 | 19.12 | 7.58 | -2.18 | 5.13 | 16.56 | 14.20 | -2.74 | 12.30 | 27.55 | -35.71 | 1.60 | 16.46 | 5.30 | 10.82 | 16.93 |
| Sharpe Ratio | NA | -0.21 | 0.74 | 0.51 | 0.61 | NA | NA | … | … | -0.28 | 3.20 | 0.56 | -0.16 | 0.60 | 1.76 | 1.26 | -0.13 | 0.70 | 1.03 | -0.94 | -0.09 | 1.23 | 0.32 | 0.95 | 2.89 |
| Standard Deviation(%) | NA | 11.36 | 10.69 | 10.82 | 15.21 | NA | NA | … | … | 11.55 | 5.81 | 13.10 | 13.39 | 8.48 | 9.40 | 11.32 | 21.53 | 17.43 | 26.56 | 38.67 | 15.44 | 10.78 | 9.79 | 10.37 | 10.09 |
| Draw Down(%) | NA | 9.42 | 11.83 | 17.05 | 26.34 | NA | NA | … | … | 9.42 | 1.75 | 10.45 | 12.70 | 6.72 | 6.96 | 9.76 | 18.83 | 14.03 | 26.34 | 47.88 | 10.16 | 9.72 | 6.33 | 8.23 | 4.91 |
| Yield(%) | 0.00 | 21.69 | 10.78 | 8.74 | 8.62 | 5.40 | 4.57 | … | … | 19.60 | 2.66 | 4.04 | 1.86 | 9.31 | 5.91 | 1.71 | 1.27 | 1.20 | 1.83 | 1.30 | 4.82 | 2.64 | 2.01 | 0.00 | 0.26 |
Data as of 12/13/2018, Common starting date is 05/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUAX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – PREMIER SHARES) |
-15.48%
Feb 2006 – Feb 2009 |
-6.69%
Feb 2004 – Feb 2009 |
2.83%
Feb 2006 – Feb 2016 |
5.50%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUAX (STATE FARM LIFEPATH 2040 FUND STATE FARM LIFEPATH 2040 FUND – PREMIER SHARES) |
22.80%
Feb 2009 – Feb 2012 |
18.06%
Feb 2009 – Feb 2014 |
9.67%
Nov 2008 – Nov 2018 |
6.38%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart