SFITX vs. STFGX
SFITX (State Farm Interim Fund) and STFGX (State Farm Growth Fund) are both mutual funds - SFITX is a Government Bonds fund managed by State Farm, while STFGX is a Large Cap Blend Equities fund managed by State Farm. Over the past 10 years, SFITX returned 1.31%/yr vs 14.02%/yr for STFGX. At a correlation of -0.08, they often move in opposite directions. SFITX charges 0.16%/yr vs 0.12%/yr for STFGX.
Performance
SFITX vs. STFGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SFITX achieves a -0.12% return, which is significantly lower than STFGX's 12.03% return. Over the past 10 years, SFITX has underperformed STFGX with an annualized return of 1.31%, while STFGX has yielded a comparatively higher 14.02% 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%
STFGX
- 1D
- 0.93%
- 1M
- 0.71%
- YTD
- 12.03%
- 6M
- 11.74%
- 1Y
- 32.55%
- 3Y*
- 20.00%
- 5Y*
- 13.94%
- 10Y*
- 14.02%
SFITX vs. STFGX - 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% |
STFGX State Farm Growth Fund | 12.03% | 19.19% | 20.85% | 17.49% | -11.27% | 25.90% | 15.65% | 28.02% | -5.35% | 16.60% |
Correlation
The correlation between SFITX and STFGX is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.05 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1990 | -0.08 |
The correlation between SFITX and STFGX shifts across timeframes, from -0.08 (all time) to 0.17 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SFITX vs. STFGX — Risk / Return Rank
SFITX
STFGX
SFITX vs. STFGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Interim Fund (SFITX) and State Farm Growth Fund (STFGX). 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 | STFGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.49 | ||
| Sortino ratioReturn per unit of downside risk | -1.73 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.52 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 3.84 | -1.88 |
| Martin ratioReturn relative to average drawdown | 5.45 | 16.97 | -11.52 |
Loading charts...
Drawdowns
SFITX vs. STFGX - Drawdown Comparison
The maximum SFITX drawdown since its inception was -9.13%, smaller than the maximum STFGX drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for SFITX and STFGX.
Loading charts...
Drawdown Indicators
| SFITX | STFGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.13% | -48.88% | +39.75% |
Max Drawdown (1Y)Largest decline over 1 year | -1.53% | -8.51% | +6.98% |
Max Drawdown (3Y)Largest decline over 3 years | -1.80% | -21.65% | +19.85% |
Max Drawdown (5Y)Largest decline over 5 years | -8.78% | -21.65% | +12.87% |
Max Drawdown (10Y)Largest decline over 10 years | -9.13% | -31.46% | +22.33% |
Current DrawdownCurrent decline from peak | -1.01% | -0.65% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -1.09% | -7.82% | +6.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 1.92% | -1.37% |
Volatility
SFITX vs. STFGX - Volatility Comparison
The current volatility for State Farm Interim Fund (SFITX) is 0.74%, while State Farm Growth Fund (STFGX) has a volatility of 3.85%. This indicates that SFITX experiences smaller price fluctuations and is considered to be less risky than STFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SFITX | STFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 3.85% | -3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 1.68% | 9.42% | -7.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.32% | 11.73% | -9.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.05% | 16.04% | -12.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.49% | 16.80% | -14.31% |
SFITX vs. STFGX - Expense Ratio Comparison
SFITX has a 0.16% expense ratio, which is higher than STFGX's 0.12% 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. STFGX - Dividend Comparison
SFITX's dividend yield for the trailing twelve months is around 3.69%, less than STFGX's 5.77% 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% |
STFGX State Farm Growth Fund | 5.77% | 6.42% | 8.96% | 6.39% | 0.96% | 15.49% | 2.81% | 3.33% | 4.11% | 3.40% | 3.39% | 13.76% |
Frequently Asked Questions
SFITX and STFGX have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STFGX has higher volatility (3.85%) compared to SFITX (0.74%). In terms of maximum drawdown, SFITX dropped -9.13% vs STFGX's -48.88%.
STFGX 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.
Find the right allocation for SFITX and STFGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer