Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TANBX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – CLASS B) | NA | 0.38% | 0.43% | 2.26% | 3.03% | NA | NA | … | … |
Data as of 02/05/2019, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TANBX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – CLASS B) | 05/05/2006 | 02/05/2019 |
| 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 | 0.38 | 0.43 | 2.26 | 3.03 | NA | NA | … | … | 0.00 | -0.60 | 3.59 | 0.01 | 2.39 | 8.33 | -3.91 | 4.55 | 10.36 | 0.74 | 9.64 | 1.47 | 3.09 | 2.47 |
| Sharpe Ratio | NA | -0.85 | -0.19 | 0.93 | 1.10 | NA | NA | … | … | 0.00 | -1.48 | 1.60 | -0.09 | 1.19 | 3.92 | -1.04 | 1.81 | 3.59 | 0.22 | 2.91 | 0.07 | 0.03 | 0.20 |
| Standard Deviation(%) | NA | 1.19 | 1.80 | 1.91 | 2.53 | NA | NA | … | … | NA | 1.30 | 1.86 | 2.26 | 1.99 | 2.12 | 3.80 | 2.50 | 2.88 | 2.95 | 3.28 | 7.16 | 2.09 | 1.95 |
| Draw Down(%) | NA | 1.00 | 4.67 | 4.67 | 8.88 | NA | NA | … | … | 0.00 | 1.58 | 1.59 | 4.67 | 2.46 | 1.65 | 8.46 | 2.74 | 2.20 | 5.97 | 2.72 | 11.80 | 1.55 | 1.38 |
| Yield(%) | 0.00 | 2.01 | 2.08 | 2.21 | 2.58 | 2.39 | 1.79 | … | … | 0.00 | 2.19 | 2.46 | 1.89 | 2.02 | 2.47 | 2.22 | 2.20 | 2.94 | 2.95 | 3.54 | 4.31 | 3.66 | 1.63 |
Data as of 02/05/2019, Common starting date is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TANBX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – CLASS B) |
0.54%
Jan 2016 – Jan 2019 |
1.57%
Nov 2012 – Nov 2017 |
3.14%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TANBX (STATE FARM TAX ADVANTAGED BOND FUND STATE FARM TAX ADVANTAGED BOND FUND – CLASS B) |
7.61%
Sep 2008 – Sep 2011 |
6.01%
Feb 2008 – Feb 2013 |
4.24%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart