Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRBTX (STATE FARM BOND FUND STATE FARM BOND FUND – CLASS R2 SHARES) | NA | -0.66% | 0.81% | 1.45% | 3.03% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 09/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRBTX (STATE FARM BOND FUND STATE FARM BOND FUND – CLASS R2 SHARES) | 09/29/2004 | 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 | -0.66 | 0.81 | 1.45 | 3.03 | NA | NA | … | … | 0.00 | -1.97 | 2.70 | 2.69 | 0.78 | 5.44 | -3.74 | 3.67 | 7.84 | 5.14 | 9.68 | 1.80 | 5.92 | 3.67 | 0.23 | 0.95 |
| Sharpe Ratio | NA | -0.83 | 0.02 | 0.33 | 0.77 | NA | NA | … | … | 0.00 | -1.29 | 0.77 | 0.75 | 0.18 | 1.75 | -0.90 | 1.16 | 1.82 | 1.24 | 2.09 | 0.14 | 0.73 | 0.12 | -0.62 | 0.68 |
| Standard Deviation(%) | NA | 2.47 | 2.82 | 3.17 | 3.65 | NA | NA | … | … | NA | 2.56 | 2.69 | 3.29 | 4.16 | 3.10 | 4.22 | 3.13 | 4.29 | 4.06 | 4.59 | 6.20 | 4.00 | 3.12 | 3.12 | 3.46 |
| Draw Down(%) | NA | 1.92 | 4.39 | 4.39 | 6.62 | NA | NA | … | … | 0.00 | 3.13 | 1.34 | 4.39 | 3.03 | 1.41 | 6.62 | 1.84 | 1.89 | 4.22 | 1.81 | 6.85 | 2.46 | 2.12 | 3.18 | 1.21 |
| Yield(%) | 0.00 | 1.98 | 2.30 | 2.34 | 2.88 | 2.93 | 2.20 | … | … | 0.00 | 2.15 | 2.69 | 2.27 | 2.38 | 2.49 | 3.02 | 2.52 | 2.96 | 2.91 | 3.81 | 3.92 | 3.94 | 4.04 | 2.87 | 1.23 |
Data as of 02/01/2019, Common starting date is 09/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRBTX (STATE FARM BOND FUND STATE FARM BOND FUND – CLASS R2 SHARES) |
0.66%
Aug 2012 – Aug 2015 |
0.90%
Apr 2013 – Apr 2018 |
3.06%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRBTX (STATE FARM BOND FUND STATE FARM BOND FUND – CLASS R2 SHARES) |
9.27%
Oct 2008 – Oct 2011 |
6.53%
Jul 2007 – Jul 2012 |
4.62%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart