STFGX vs. ARKK

In the year-to-date period, STFGX achieves a -6.24% return, which is significantly higher than ARKK's -11.94% return. Over the past 10 years, STFGX has underperformed ARKK with an annualized return of 6.02%, while ARKK has yielded a comparatively higher 9.62% annualized return.

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STFGX has a 0.12% expense ratio, which is lower than ARKK's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for State Farm Growth Fund (STFGX) and ARK Innovation ETF (ARKK). 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 STFGX Sharpe Ratio is 0.06, which is lower than the ARKK Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of STFGX and ARKK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

STFGX's dividend yield for the trailing twelve months is around 9.56%, while ARKK has not paid dividends to shareholders.

The maximum STFGX drawdown since its inception was -48.34%, smaller than the maximum ARKK drawdown of -80.91%. Use the drawdown chart below to compare losses from any high point for STFGX and ARKK. For additional features, visit the drawdowns tool.

The current volatility for State Farm Growth Fund (STFGX) is 13.57%, while ARK Innovation ETF (ARKK) has a volatility of 23.80%. This indicates that STFGX experiences smaller price fluctuations and is considered to be less risky than ARKK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.