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RLRHX: STATE FARM LIFEPATH RETIREMENT FUND STATE FARM LIFEPATH RETIREMENT FUND - CLASS R3 SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/10/2004 |
| Last Dividend Date: | 11/14/2018 |
| 12-Mo. Yield | 10.31% |
| Expenses | 0.89% |
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Performance Analytics (As of 12/13/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/10/2004 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.6 | 4.5 | 3.5 | 6.4 | 4.5 | -2.0 | 10.0 | 5.3 | -1.5 | 4.7 | 5.9 | 8.4 | 4.2 | 9.4 | 17.9 | -14.8 | 4.1 | 8.6 | 4.1 | 3.0 |
| Sharpe Ratio | NA | -0.56 | 0.76 | 0.62 | 0.95 | 0.5 | -0.64 | 3.1 | 0.87 | -0.28 | 1.18 | 1.16 | 1.74 | 0.49 | 1.29 | 1.65 | -1.03 | 0.16 | 1.02 | 0.43 | 1.81 |
| Draw Down(%) | NA | 5.2 | 5.2 | 8.1 | 12.2 | 25.9 | 5.2 | 1.2 | 3.6 | 6.9 | 3.2 | 5.2 | 3.6 | 6.2 | 5.1 | 12.2 | 25.6 | 4.1 | 3.5 | 2.7 | 1.3 |
| Standard Deviation(%) | NA | 5.3 | 4.9 | 4.9 | 6.5 | 7.2 | 5.4 | 3.0 | 5.9 | 5.6 | 3.9 | 5.0 | 4.9 | 8.6 | 7.3 | 10.8 | 15.3 | 6.0 | 5.1 | 4.2 | 4.7 |
| Treynor Ratio | NA | -0.02 | 0.03 | 0.02 | 0.05 | 0.03 | -0.03 | 0.07 | 0.04 | -0.01 | 0.04 | 0.05 | 0.07 | 0.03 | 0.07 | 0.15 | -0.12 | 0.01 | 0.04 | 0.02 | 0.09 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 1.2 | 1.28 | 1.26 | 1.24 | 1.26 | 1.2 | 1.25 | 1.35 | 1.27 | 1.15 | 1.23 | 1.17 | 1.35 | 1.31 | 1.18 | 1.32 | 1.21 | 1.21 | 1.06 | 0.95 |
| RSquared | NA | 0.84 | 0.89 | 0.9 | 0.87 | 0.89 | 0.84 | 0.86 | 0.95 | 0.93 | 0.85 | 0.89 | 0.76 | 0.89 | 0.91 | 0.84 | 0.96 | 0.89 | 0.88 | 0.75 | 0.46 |
| Yield(%) | N/A | 10.3 | 5.1 | 4.9 | 5.0 | N/A | 9.5 | 2.0 | 1.7 | 1.8 | 6.3 | 4.2 | 3.9 | 2.6 | 2.4 | 3.2 | 3.2 | 5.2 | 3.9 | 2.6 | 1.7 |
| Dividend Growth(%) | N/A | 566.0 | 4.2 | 110.1 | N/A | N/A | 423.3 | 21.9 | -8.2 | -72.6 | 51.9 | 11.9 | 56.7 | 14.9 | -15.0 | -17.0 | -40.0 | 39.6 | 52.4 | 60.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/10/2004
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