State Farm Interim Fund (SFITX)

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State Farm Interim Fund (SFITX) is down 0.1% since the beginning of the year. SFITX is currently trading at $10 per share. Investors who bought $1,000 worth of SFITX shares 5 years ago would now be looking at an investment worth $1,048.

State Farm Interim Fund (SFITX) has returned -0.12% so far this year and 2.87% over the past 12 months. Over the last ten years, SFITX has returned 1.31% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jan 2, 1990, SFITX's average daily return is +0.01%, while the average monthly return is +0.26%. At this rate, an investment would double in approximately 22.2 years.

Historically, 63% of months were positive and 37% were negative. The best month was Sep 1998 with a return of +3.1%, while the worst month was Mar 2022 at -2.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 9 months.

On a daily basis, SFITX closed higher 34% of trading days. The best single day was Sep 30, 1998 with a return of +2.1%, while the worst single day was Sep 19, 2008 at -1.3%.

State Farm Interim Fund has an annualized alpha of 3.43%, beta of -0.02, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since January 02, 1990.

• This fund captured 7.16% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -7.98%) - a profile typical of hedging or uncorrelated assets.
• Beta of -0.02 may look defensive, but with R2 of 0.02 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.02 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SFITX has an expense ratio of 0.16%, which is considered low.

SFITX ranks 27 for risk / return — below 27% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

State Farm Interim Fund provided a 3.69% dividend yield over the last twelve months, with an annual payout of $0.35 per share. The fund has been increasing its distributions for 3 consecutive years.

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.

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.

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 9.13%, occurring on Oct 20, 2022. Recovery took 610 trading sessions.

The current State Farm Interim Fund drawdown is 1.01%.

The chart below shows the rolling one-month volatility.