SFITX vs. FUMBX
Compare and contrast key facts about State Farm Interim Fund (SFITX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX).
SFITX is managed by State Farm. It was launched on Oct 31, 1977. FUMBX is a passively managed fund by Fidelity that tracks the performance of the Bloomberg Barclays 1-5 Year U.S. Treasury Index. It was launched on Dec 20, 2005.
Performance
SFITX vs. FUMBX - Performance Comparison
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SFITX vs. FUMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFITX State Farm Interim Fund | -0.33% | 5.41% | 2.54% | 3.73% | -5.88% | -1.60% | 4.89% | 4.26% | 1.04% | -0.19% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | 0.16% | 5.83% | 3.25% | 4.47% | -5.84% | -1.38% | 4.22% | 4.19% | 1.47% | -0.33% |
Returns By Period
In the year-to-date period, SFITX achieves a -0.33% return, which is significantly lower than FUMBX's 0.16% return.
SFITX
- 1D
- -0.10%
- 1M
- -0.92%
- YTD
- -0.33%
- 6M
- 0.69%
- 1Y
- 3.37%
- 3Y*
- 3.17%
- 5Y*
- 0.93%
- 10Y*
- 1.31%
FUMBX
- 1D
- 0.00%
- 1M
- -0.41%
- YTD
- 0.16%
- 6M
- 1.12%
- 1Y
- 3.92%
- 3Y*
- 3.89%
- 5Y*
- 1.36%
- 10Y*
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SFITX vs. FUMBX - Expense Ratio Comparison
SFITX has a 0.16% expense ratio, which is higher than FUMBX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
SFITX vs. FUMBX — Risk / Return Rank
SFITX
FUMBX
SFITX vs. FUMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Interim Fund (SFITX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SFITX | FUMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.65 | -0.32 |
Sortino ratioReturn per unit of downside risk | 2.16 | 2.61 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.35 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.62 | 2.49 | +0.13 |
Martin ratioReturn relative to average drawdown | 8.70 | 8.60 | +0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SFITX | FUMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.65 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.47 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.04 | 0.74 | +0.30 |
Correlation
The correlation between SFITX and FUMBX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SFITX vs. FUMBX - Dividend Comparison
SFITX's dividend yield for the trailing twelve months is around 3.33%, less than FUMBX's 3.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFITX State Farm Interim Fund | 3.33% | 3.28% | 2.72% | 1.85% | 0.92% | 0.94% | 2.13% | 1.75% | 1.12% | 1.12% | 0.79% | 0.98% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | 3.67% | 3.51% | 2.91% | 1.64% | 0.86% | 1.15% | 1.41% | 1.88% | 1.64% | 0.34% | 0.00% | 0.00% |
Drawdowns
SFITX vs. FUMBX - Drawdown Comparison
The maximum SFITX drawdown since its inception was -9.13%, roughly equal to the maximum FUMBX drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for SFITX and FUMBX.
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Drawdown Indicators
| SFITX | FUMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.13% | -8.83% | -0.30% |
Max Drawdown (1Y)Largest decline over 1 year | -1.53% | -1.54% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -8.78% | -8.60% | -0.18% |
Max Drawdown (10Y)Largest decline over 10 years | -9.13% | — | — |
Current DrawdownCurrent decline from peak | -1.23% | -0.80% | -0.43% |
Average DrawdownAverage peak-to-trough decline | -1.09% | -1.88% | +0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.46% | 0.44% | +0.02% |
Volatility
SFITX vs. FUMBX - Volatility Comparison
The current volatility for State Farm Interim Fund (SFITX) is 0.73%, while Fidelity Short-Term Treasury Bond Index Fund (FUMBX) has a volatility of 0.83%. This indicates that SFITX experiences smaller price fluctuations and is considered to be less risky than FUMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFITX | FUMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.73% | 0.83% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 1.57% | 1.39% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.47% | 2.32% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.02% | 2.89% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.47% | 2.49% | -0.02% |