Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSPHX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS R3 SHARES) | NA | -1.86% | 13.74% | 11.05% | 14.48% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSPHX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 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 | -1.86 | 13.74 | 11.05 | 14.48 | NA | NA | … | … | 0.00 | 3.66 | 21.02 | 11.37 | 0.83 | 12.95 | 31.61 | 15.31 | 1.60 | 14.35 | 26.03 | -37.35 | 4.92 | 15.14 | 4.35 | -0.14 |
| Sharpe Ratio | NA | -0.23 | 1.14 | 0.80 | 0.89 | NA | NA | … | … | 0.00 | 0.16 | 3.03 | 0.84 | 0.05 | 1.13 | 2.86 | 1.21 | 0.07 | 0.78 | 0.97 | -0.94 | 0.12 | 1.18 | 0.21 | NA |
| Standard Deviation(%) | NA | 14.17 | 11.35 | 12.53 | 15.97 | NA | NA | … | … | NA | 14.48 | 6.76 | 13.24 | 15.45 | 11.42 | 11.04 | 12.70 | 23.36 | 18.38 | 26.66 | 40.81 | 16.09 | 10.06 | 10.36 | 0.00 |
| Draw Down(%) | NA | 9.79 | 10.09 | 13.20 | 21.90 | NA | NA | … | … | 0.00 | 10.09 | 2.66 | 10.34 | 12.05 | 7.34 | 5.59 | 9.67 | 18.94 | 15.82 | 27.14 | 48.02 | 9.98 | 7.51 | 6.97 | 0.14 |
| Yield(%) | 0.00 | 6.19 | 4.93 | 4.00 | 5.48 | 2.97 | 2.23 | … | … | 0.00 | 6.54 | 2.65 | 2.75 | 1.75 | 1.39 | 1.67 | 1.78 | 1.59 | 1.50 | 1.62 | 1.72 | 1.88 | 1.42 | 1.23 | 1.36 |
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 |
|---|---|---|---|---|
| RSPHX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS R3 SHARES) |
-15.60%
Feb 2006 – Feb 2009 |
-1.69%
Sep 2006 – Sep 2011 |
5.85%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSPHX (STATE FARM S & P 500 INDEX FUND STATE FARM S & P 500 INDEX FUND – CLASS R3 SHARES) |
24.95%
Feb 2009 – Feb 2012 |
22.35%
Feb 2009 – Feb 2014 |
14.46%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart