SFITX vs. STFBX
Compare and contrast key facts about State Farm Interim Fund (SFITX) and State Farm Balanced Fund (STFBX).
SFITX is managed by State Farm. It was launched on Oct 31, 1977. STFBX is managed by State Farm. It was launched on Mar 13, 1968.
Performance
SFITX vs. STFBX - Performance Comparison
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SFITX vs. STFBX - 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% | 0.61% |
STFBX State Farm Balanced Fund | -1.91% | 15.62% | 14.84% | 13.61% | -10.23% | 17.54% | 13.67% | 21.42% | -3.54% | 11.41% |
Returns By Period
In the year-to-date period, SFITX achieves a -0.33% return, which is significantly higher than STFBX's -1.91% return. Over the past 10 years, SFITX has underperformed STFBX with an annualized return of 1.31%, while STFBX has yielded a comparatively higher 9.42% annualized return.
SFITX
- 1D
- 0.21%
- 1M
- -1.23%
- YTD
- -0.33%
- 6M
- 0.80%
- 1Y
- 3.26%
- 3Y*
- 3.17%
- 5Y*
- 0.93%
- 10Y*
- 1.31%
STFBX
- 1D
- -0.09%
- 1M
- -5.94%
- YTD
- -1.91%
- 6M
- 1.88%
- 1Y
- 15.76%
- 3Y*
- 12.87%
- 5Y*
- 8.34%
- 10Y*
- 9.42%
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SFITX vs. STFBX - Expense Ratio Comparison
SFITX has a 0.16% expense ratio, which is higher than STFBX's 0.14% 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. STFBX — Risk / Return Rank
SFITX
STFBX
SFITX vs. STFBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Interim Fund (SFITX) and State Farm Balanced Fund (STFBX). 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 | STFBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.36 | +0.13 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.97 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.30 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.55 | 1.49 | +1.05 |
Martin ratioReturn relative to average drawdown | 8.69 | 7.08 | +1.62 |
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 | STFBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.36 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.74 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.83 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.04 | 0.78 | +0.27 |
Correlation
The correlation between SFITX and STFBX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SFITX vs. STFBX - Dividend Comparison
SFITX's dividend yield for the trailing twelve months is around 3.33%, less than STFBX's 7.31% 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% |
STFBX State Farm Balanced Fund | 7.31% | 7.17% | 9.73% | 7.13% | 1.08% | 9.49% | 2.75% | 2.70% | 3.45% | 2.86% | 2.88% | 10.94% |
Drawdowns
SFITX vs. STFBX - Drawdown Comparison
The maximum SFITX drawdown since its inception was -9.13%, smaller than the maximum STFBX drawdown of -31.11%. Use the drawdown chart below to compare losses from any high point for SFITX and STFBX.
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Drawdown Indicators
| SFITX | STFBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.13% | -31.11% | +21.98% |
Max Drawdown (1Y)Largest decline over 1 year | -1.53% | -9.17% | +7.64% |
Max Drawdown (5Y)Largest decline over 5 years | -8.78% | -16.94% | +8.16% |
Max Drawdown (10Y)Largest decline over 10 years | -9.13% | -22.74% | +13.61% |
Current DrawdownCurrent decline from peak | -1.23% | -6.69% | +5.46% |
Average DrawdownAverage peak-to-trough decline | -1.09% | -4.40% | +3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.45% | 2.01% | -1.56% |
Volatility
SFITX vs. STFBX - Volatility Comparison
The current volatility for State Farm Interim Fund (SFITX) is 0.76%, while State Farm Balanced Fund (STFBX) has a volatility of 3.10%. This indicates that SFITX experiences smaller price fluctuations and is considered to be less risky than STFBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFITX | STFBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.76% | 3.10% | -2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 1.57% | 6.27% | -4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.51% | 12.21% | -9.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.02% | 11.35% | -8.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.47% | 11.44% | -8.97% |