STFBX vs. VWENX

In the year-to-date period, STFBX achieves a -0.86% return, which is significantly lower than VWENX's 1.60% return. Over the past 10 years, STFBX has underperformed VWENX with an annualized return of 4.85%, while VWENX has yielded a comparatively higher 8.32% annualized return.

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STFBX has a 0.14% expense ratio, which is lower than VWENX's 0.16% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for State Farm Balanced Fund (STFBX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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.

The current STFBX Sharpe Ratio is -0.01, which is lower than the VWENX Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of STFBX and VWENX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

STFBX's dividend yield for the trailing twelve months is around 9.82%, less than VWENX's 10.78% yield.

The maximum STFBX drawdown since its inception was -29.99%, smaller than the maximum VWENX drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for STFBX and VWENX. For additional features, visit the drawdowns tool.

State Farm Balanced Fund (STFBX) has a higher volatility of 4.19% compared to Vanguard Wellington Fund Admiral Shares (VWENX) at 3.91%. This indicates that STFBX's price experiences larger fluctuations and is considered to be riskier than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.