STFGX vs. PGR

In the year-to-date period, STFGX achieves a -6.24% return, which is significantly lower than PGR's 12.92% return. Over the past 10 years, STFGX has underperformed PGR with an annualized return of 6.02%, while PGR has yielded a comparatively higher 29.05% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for State Farm Growth Fund (STFGX) and The Progressive Corporation (PGR). 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 PGR Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of STFGX and PGR, 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%, more than PGR's 1.85% yield.

The maximum STFGX drawdown since its inception was -48.34%, smaller than the maximum PGR drawdown of -71.05%. Use the drawdown chart below to compare losses from any high point for STFGX and PGR. For additional features, visit the drawdowns tool.

State Farm Growth Fund (STFGX) and The Progressive Corporation (PGR) have volatilities of 13.57% and 13.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.