State Farm Interim Fund (SFITX)
The fund invests in high quality debt securities with short- and intermediate-term maturities, including U.S. government and agency obligations, high quality corporate obligations, and high quality commercial paper and other money market instruments. The adviser typically distributes the fund's investments in varying amounts among securities maturing in up to six or seven years from the time of purchase, but occasionally may purchase securities maturing in up to 15 years.
Fund Info
US00770G4828
Oct 31, 1977
$250
Expense Ratio
SFITX has an expense ratio of 0.16%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in State Farm Interim Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
State Farm Interim Fund had a return of 0.30% year-to-date (YTD) and 4.15% in the last 12 months. Over the past 10 years, State Farm Interim Fund had an annualized return of 1.19%, while the S&P 500 had an annualized return of 11.31%, indicating that State Farm Interim Fund did not perform as well as the benchmark.
SFITX
0.30%
0.41%
0.48%
4.15%
0.66%
1.19%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of SFITX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.51% | 0.30% | |||||||||||
| 2024 | 0.25% | -0.80% | 0.37% | -0.80% | 0.93% | 0.70% | 1.44% | 1.01% | 0.90% | -1.15% | 0.39% | -0.12% | 3.12% |
| 2023 | 1.01% | -1.33% | 2.09% | 0.38% | -0.55% | -0.77% | 0.30% | 0.20% | -0.33% | -0.00% | 1.51% | 1.62% | 4.15% |
| 2022 | -1.02% | -0.43% | -2.03% | -0.84% | 0.60% | -0.63% | 0.83% | -1.44% | -1.67% | -0.19% | 1.10% | 0.04% | -5.58% |
| 2021 | -0.11% | -0.79% | -0.20% | 0.28% | 0.18% | -0.20% | 0.48% | -0.11% | -0.32% | -0.52% | -0.03% | -0.23% | -1.56% |
| 2020 | 0.94% | 1.11% | 1.60% | 0.12% | 0.11% | 0.12% | 0.20% | -0.10% | -0.00% | -0.29% | 0.10% | 0.10% | 4.05% |
| 2019 | 0.35% | 0.21% | 0.86% | 0.17% | 1.06% | 0.64% | -0.14% | 1.24% | -0.25% | 0.25% | -0.07% | 0.05% | 4.44% |
| 2018 | -0.59% | -0.20% | 0.32% | -0.39% | 0.53% | 0.01% | -0.07% | 0.44% | -0.39% | 0.14% | 0.53% | 1.06% | 1.39% |
| 2017 | 0.21% | 0.09% | 0.10% | 0.29% | 0.21% | -0.10% | 0.20% | 0.40% | -0.40% | 0.01% | -0.29% | 0.00% | 0.73% |
| 2016 | 0.99% | 0.20% | 0.20% | -0.11% | -0.10% | 1.00% | -0.01% | -0.39% | 0.20% | -0.20% | -1.10% | -0.00% | 0.67% |
| 2015 | 1.12% | -0.60% | 0.40% | 0.00% | 0.10% | -0.10% | 0.20% | -0.13% | 0.40% | -0.21% | -0.20% | -0.20% | 0.77% |
| 2014 | 0.62% | 0.20% | -0.48% | 0.31% | 0.51% | -0.09% | -0.39% | 0.41% | -0.20% | 0.60% | 0.30% | -0.30% | 1.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SFITX is 73, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for State Farm Interim Fund (SFITX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
State Farm Interim Fund provided a 3.32% dividend yield over the last twelve months, with an annual payout of $0.32 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.32 | $0.31 | $0.22 | $0.12 | $0.10 | $0.14 | $0.19 | $0.15 | $0.12 | $0.12 | $0.11 | $0.13 |
Dividend yield | 3.32% | 3.27% | 2.24% | 1.24% | 0.98% | 1.33% | 1.92% | 1.47% | 1.24% | 1.18% | 1.07% | 1.29% |
Monthly Dividends
The table displays the monthly dividend distributions for State Farm Interim Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.03 | $0.00 | $0.03 | ||||||||||
| 2024 | $0.02 | $0.02 | $0.03 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.31 |
| 2023 | $0.02 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.22 |
| 2022 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.12 |
| 2021 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.10 |
| 2020 | $0.02 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.14 |
| 2019 | $0.01 | $0.03 | $0.02 | $0.02 | $0.02 | $0.01 | $0.02 | $0.01 | $0.02 | $0.02 | $0.01 | $0.02 | $0.19 |
| 2018 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.15 |
| 2017 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.12 |
| 2016 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.12 |
| 2015 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.00 | $0.01 | $0.01 | $0.01 | $0.11 |
| 2014 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.13 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the State Farm Interim Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the State Farm Interim Fund was 8.90%, occurring on Oct 20, 2022. Recovery took 469 trading sessions.
The current State Farm Interim Fund drawdown is 0.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.9% | Sep 4, 2020 | 536 | Oct 20, 2022 | 469 | Sep 4, 2024 | 1005 |
| -4.18% | Oct 6, 1998 | 420 | May 18, 2000 | 92 | Sep 29, 2000 | 512 |
| -3.95% | Jan 13, 1994 | 83 | May 9, 1994 | 203 | Feb 16, 1995 | 286 |
| -3.68% | Nov 8, 2001 | 93 | Mar 25, 2002 | 80 | Jul 19, 2002 | 173 |
| -3.22% | Mar 18, 2008 | 62 | Jun 13, 2008 | 63 | Sep 15, 2008 | 125 |
Volatility
Volatility Chart
The current State Farm Interim Fund volatility is 0.71%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.