STFGX vs. BLDR
Compare and contrast key facts about State Farm Growth Fund (STFGX) and Builders FirstSource, Inc. (BLDR).
STFGX is managed by State Farm. It was launched on Mar 14, 1968.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STFGX or BLDR.
Correlation
The correlation between STFGX and BLDR is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
STFGX vs. BLDR - Performance Comparison
Key characteristics
STFGX:
0.94
BLDR:
-0.36
STFGX:
1.17
BLDR:
-0.23
STFGX:
1.21
BLDR:
0.97
STFGX:
1.21
BLDR:
-0.42
STFGX:
3.40
BLDR:
-0.77
STFGX:
4.05%
BLDR:
20.26%
STFGX:
14.62%
BLDR:
43.14%
STFGX:
-48.34%
BLDR:
-96.78%
STFGX:
-7.11%
BLDR:
-27.10%
Returns By Period
In the year-to-date period, STFGX achieves a 3.69% return, which is significantly lower than BLDR's 7.68% return. Over the past 10 years, STFGX has underperformed BLDR with an annualized return of 7.07%, while BLDR has yielded a comparatively higher 36.83% annualized return.
STFGX
3.69%
2.96%
0.39%
11.83%
7.95%
7.07%
BLDR
7.68%
-4.73%
-4.49%
-17.67%
41.56%
36.83%
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Risk-Adjusted Performance
STFGX vs. BLDR — Risk-Adjusted Performance Rank
STFGX
BLDR
STFGX vs. BLDR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Growth Fund (STFGX) and Builders FirstSource, Inc. (BLDR). 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.
Dividends
STFGX vs. BLDR - Dividend Comparison
STFGX's dividend yield for the trailing twelve months is around 1.55%, while BLDR has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
STFGX State Farm Growth Fund | 1.55% | 1.61% | 1.74% | 1.79% | 1.87% | 1.97% | 2.39% | 2.70% | 2.30% | 2.46% | 2.77% | 2.14% |
BLDR Builders FirstSource, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
STFGX vs. BLDR - Drawdown Comparison
The maximum STFGX drawdown since its inception was -48.34%, smaller than the maximum BLDR drawdown of -96.78%. Use the drawdown chart below to compare losses from any high point for STFGX and BLDR. For additional features, visit the drawdowns tool.
Volatility
STFGX vs. BLDR - Volatility Comparison
The current volatility for State Farm Growth Fund (STFGX) is 2.71%, while Builders FirstSource, Inc. (BLDR) has a volatility of 9.47%. This indicates that STFGX experiences smaller price fluctuations and is considered to be less risky than BLDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.