SFITX vs. STFGX
Compare and contrast key facts about State Farm Interim Fund (SFITX) and State Farm Growth Fund (STFGX).
SFITX is managed by State Farm. It was launched on Oct 31, 1977. STFGX is managed by State Farm. It was launched on Mar 14, 1968.
Performance
SFITX vs. STFGX - Performance Comparison
Loading graphics...
SFITX vs. STFGX - 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% |
STFGX State Farm Growth Fund | -2.35% | 19.19% | 20.85% | 17.49% | -11.27% | 25.90% | 15.65% | 28.02% | -5.35% | 16.60% |
Returns By Period
In the year-to-date period, SFITX achieves a -0.33% return, which is significantly higher than STFGX's -2.35% return. Over the past 10 years, SFITX has underperformed STFGX with an annualized return of 1.31%, while STFGX has yielded a comparatively higher 12.82% 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%
STFGX
- 1D
- -0.37%
- 1M
- -7.52%
- YTD
- -2.35%
- 6M
- 1.35%
- 1Y
- 20.64%
- 3Y*
- 16.97%
- 5Y*
- 11.56%
- 10Y*
- 12.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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%.
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.
| SFITX | STFGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.26 | +0.23 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.85 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.29 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.55 | 1.40 | +1.14 |
Martin ratioReturn relative to average drawdown | 8.69 | 7.01 | +1.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SFITX | STFGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.26 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.73 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.77 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.04 | 0.61 | +0.44 |
Correlation
The correlation between SFITX and STFGX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SFITX vs. STFGX - Dividend Comparison
SFITX's dividend yield for the trailing twelve months is around 3.33%, less than STFGX's 6.57% 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% |
STFGX State Farm Growth Fund | 6.57% | 6.42% | 8.96% | 6.39% | 0.96% | 15.49% | 2.81% | 3.33% | 4.11% | 3.40% | 3.39% | 13.76% |
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 graphics...
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% | -12.60% | +11.07% |
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 | -1.23% | -8.51% | +7.28% |
Average DrawdownAverage peak-to-trough decline | -1.09% | -7.85% | +6.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.45% | 2.62% | -2.17% |
Volatility
SFITX vs. STFGX - Volatility Comparison
The current volatility for State Farm Interim Fund (SFITX) is 0.76%, while State Farm Growth Fund (STFGX) has a volatility of 4.18%. 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 graphics...
Volatility by Period
| SFITX | STFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.76% | 4.18% | -3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 1.57% | 8.58% | -7.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.51% | 17.32% | -14.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.02% | 15.90% | -12.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.47% | 16.73% | -14.26% |