SFITX vs. STFBX
SFITX (State Farm Interim Fund) and STFBX (State Farm Balanced Fund) are both mutual funds - SFITX is a Government Bonds fund managed by State Farm, while STFBX is a Diversified Portfolio fund managed by State Farm. Over the past 10 years, SFITX returned 1.31%/yr vs 10.27%/yr for STFBX. At a 0.01 correlation, their price movements are largely independent. SFITX charges 0.16%/yr vs 0.14%/yr for STFBX.
Performance
SFITX vs. STFBX - Performance Comparison
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Returns By Period
In the year-to-date period, SFITX achieves a -0.12% return, which is significantly lower than STFBX's 8.41% return. Over the past 10 years, SFITX has underperformed STFBX with an annualized return of 1.31%, while STFBX has yielded a comparatively higher 10.27% annualized return.
SFITX
- 1D
- 0.10%
- 1M
- 0.32%
- YTD
- -0.12%
- 6M
- 0.30%
- 1Y
- 2.87%
- 3Y*
- 3.52%
- 5Y*
- 0.94%
- 10Y*
- 1.31%
STFBX
- 1D
- 0.58%
- 1M
- 0.17%
- YTD
- 8.41%
- 6M
- 8.37%
- 1Y
- 24.28%
- 3Y*
- 15.36%
- 5Y*
- 9.92%
- 10Y*
- 10.27%
SFITX vs. STFBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFITX State Farm Interim Fund | -0.12% | 5.41% | 2.54% | 3.73% | -5.88% | -1.60% | 4.89% | 4.26% | 1.04% | 0.61% |
STFBX State Farm Balanced Fund | 8.41% | 15.62% | 14.84% | 13.61% | -10.23% | 17.54% | 13.67% | 21.42% | -3.54% | 11.41% |
Correlation
The correlation between SFITX and STFBX is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1990 | 0.01 |
Over the past year, SFITX and STFBX have become more correlated (0.23) than their long-term average of 0.01, meaning their price movements have been converging.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SFITX | STFBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.49 | ||
| Sortino ratioReturn per unit of downside risk | -1.88 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.53 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 3.64 | -1.68 |
| Martin ratioReturn relative to average drawdown | 5.45 | 15.99 | -10.53 |
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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% | -6.69% | +5.16% |
Max Drawdown (3Y)Largest decline over 3 years | -1.80% | -13.70% | +11.90% |
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 | -1.01% | -0.98% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -1.09% | -4.38% | +3.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 1.52% | -0.97% |
Volatility
SFITX vs. STFBX - Volatility Comparison
The current volatility for State Farm Interim Fund (SFITX) is 0.74%, while State Farm Balanced Fund (STFBX) has a volatility of 2.84%. 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 | 0.74% | 2.84% | -2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 1.68% | 7.02% | -5.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.32% | 8.74% | -6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.05% | 11.47% | -8.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.49% | 11.52% | -9.03% |
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%.
Dividends
SFITX vs. STFBX - Dividend Comparison
SFITX's dividend yield for the trailing twelve months is around 3.69%, less than STFBX's 6.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFITX State Farm Interim Fund | 3.69% | 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 | 6.68% | 7.17% | 9.73% | 7.13% | 1.08% | 9.49% | 2.75% | 2.70% | 3.45% | 2.86% | 2.88% | 10.94% |
Frequently Asked Questions
SFITX and STFBX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STFBX has higher volatility (2.84%) compared to SFITX (0.74%). In terms of maximum drawdown, SFITX dropped -9.13% vs STFBX's -31.11%.
STFBX currently has the higher Sharpe Ratio (2.79 vs 1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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