Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSNBX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – CLASS B) | NA | -2.29% | 9.88% | 5.09% | 11.41% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSNBX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – CLASS B) | 05/31/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.29 | 9.88 | 5.09 | 11.41 | NA | NA | … | … | 0.00 | -0.48 | 9.69 | 11.69 | -5.47 | 3.54 | 33.33 | 15.84 | -3.35 | 21.77 | 28.27 | -46.28 | 14.63 | 9.15 |
| Sharpe Ratio | NA | -0.26 | 0.53 | 0.23 | 0.53 | NA | NA | … | … | 0.00 | -0.12 | 0.43 | 0.68 | -0.34 | 0.23 | 2.29 | 0.99 | -0.11 | 0.90 | 0.87 | -1.02 | 0.56 | 0.73 |
| Standard Deviation(%) | NA | 14.16 | 17.17 | 16.82 | 20.92 | NA | NA | … | … | NA | 14.63 | 21.23 | 16.81 | 15.97 | 15.37 | 14.52 | 16.05 | 31.66 | 24.04 | 32.57 | 45.97 | 20.78 | 17.37 |
| Draw Down(%) | NA | 13.03 | 18.09 | 24.46 | 28.17 | NA | NA | … | … | 0.00 | 13.03 | 12.92 | 15.90 | 12.91 | 13.91 | 6.89 | 13.21 | 28.17 | 18.39 | 30.13 | 58.56 | 15.30 | 10.67 |
| Yield(%) | 0.00 | 12.21 | 10.90 | 8.71 | 11.45 | 5.44 | 4.08 | … | … | 0.00 | 12.44 | 14.14 | 1.00 | 3.99 | 11.92 | 12.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.49 | 14.50 | 8.70 |
Data as of 02/01/2019, Common starting date is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSNBX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – CLASS B) |
-13.56%
Jun 2007 – Jun 2010 |
-3.97%
May 2007 – May 2012 |
2.86%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSNBX (STATE FARM SMALL MID CAP EQUITY FUND STATE FARM SMALL MID CAP EQUITY FUND – CLASS B) |
26.70%
Feb 2009 – Feb 2012 |
23.49%
Feb 2009 – Feb 2014 |
11.46%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart