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.
Share Price Chart
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Performance
Performance Chart
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Returns By Period
State Farm Interim Fund (SFITX) returned 2.34% year-to-date (YTD) and 6.13% over the past 12 months. Over the past 10 years, SFITX returned 1.33% annually, underperforming the S&P 500 benchmark at 10.85%.
SFITX
2.34%
-0.62%
2.22%
6.13%
2.52%
0.46%
1.33%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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% | 0.90% | 0.61% | 0.92% | -0.62% | 2.34% | |||||||
| 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% | -1.45% | -1.67% | -0.19% | 1.10% | 0.04% | -5.58% |
| 2021 | -0.11% | -0.79% | -0.19% | 0.28% | 0.18% | -0.21% | 0.48% | -0.11% | -0.32% | -0.52% | -0.03% | -0.18% | -1.51% |
| 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% | 0.54% | 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
With an overall rank of 92, SFITX is among the top 8% of mutual funds on our website when it comes to balancing risk and reward. Below is 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.
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Dividends
Dividend History
State Farm Interim Fund provided a 3.41% dividend yield over the last twelve months, with an annual payout of $0.33 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.33 | $0.31 | $0.37 | $0.12 | $0.11 | $0.14 | $0.19 | $0.15 | $0.12 | $0.12 | $0.11 | $0.13 |
Dividend yield | 3.41% | 3.27% | 3.82% | 1.24% | 1.09% | 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 | $0.03 | $0.03 | $0.03 | $0.00 | $0.11 | |||||||
| 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 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.04 | $0.04 | $0.02 | $0.02 | $0.02 | $0.37 |
| 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 | $0.11 |
| 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.
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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 8.85%, occurring on Oct 20, 2022. Recovery took 469 trading sessions.
The current State Farm Interim Fund drawdown is 0.62%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.85% | 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 chart below shows the rolling one-month volatility.
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