Find A Portfolio/Ticker
Comparison Box
SFITX: STATE FARM INTERIM FUND STATE FARM INTERIM FUND (MUTUAL FUND)
Basic Info 9.66 0.01(0.10%) October 11
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 03/03/1980 |
| Last Dividend Date: | 09/30/2024 |
| 12-Mo. Yield | 2.87% |
| Expenses | 0.16% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/11/2024)
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/26/1990 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 3.2 | 6.3 | 0.9 | 1.4 | 1.4 | 1.4 | 2.0 | 3.3 | 5.8 | -5.5 | -1.5 | 5.0 | 4.2 | 1.4 | 0.6 | 0.7 | 0.8 | 1.5 | -1.0 | 1.2 | 3.1 | 2.8 | 0.4 | 7.4 | 6.3 | 4.0 | 0.4 | 0.7 | 1.7 | 6.7 | 6.5 | 6.1 | -1.8 | 6.7 | 1.7 | 2.9 | 12.5 | -0.8 | 6.8 | 6.3 | 12.1 | 9.4 | 12.0 | 6.0 | 4.7 | 11.2 | 16.1 | 13.8 | 6.4 | 25.7 | 8.8 | 14.6 |
| Sharpe Ratio | NA | -1.03 | -0.05 | -0.82 | -0.32 | -0.03 | NA | NA | 0.52 | 0.39 | -1.99 | -1.07 | 2.17 | 1.41 | 0.05 | -0.01 | 0.28 | 0.41 | 0.84 | -0.53 | 0.71 | 1.66 | 1.43 | 0.12 | 1.59 | 1.36 | 0.28 | -0.74 | -0.08 | 0.3 | 1.66 | 1.04 | 0.65 | -1.58 | 0.97 | -0.89 | -0.15 | 2.02 | -0.83 | 1.2 | 0.84 | 1.99 | 0.87 | 1.24 | 0.27 | 0.15 | 1.45 | 1.87 | 0.99 | 0.06 | 2.1 | -0.11 | 0.69 |
| Draw Down(%) | NA | 1.6 | 1.6 | 7.8 | 8.6 | 8.6 | NA | NA | 8.6 | 2.1 | 7.3 | 1.6 | 1.0 | 1.1 | 1.2 | 1.0 | 2.2 | 1.0 | 0.9 | 2.7 | 1.1 | 0.9 | 1.5 | 2.0 | 3.2 | 0.8 | 1.0 | 1.9 | 2.8 | 2.4 | 2.1 | 2.8 | 1.8 | 2.9 | 1.7 | 1.8 | 2.6 | 1.4 | 4.0 | 1.9 | 3.0 | 1.4 | 2.0 | 2.2 | 2.0 | 4.0 | 2.8 | 2.0 | 4.1 | 3.5 | 1.9 | 5.1 | 8.4 |
| Standard Deviation(%) | NA | 2.9 | 3.1 | 3.5 | 2.9 | 2.4 | NA | NA | 4.5 | 4.1 | 3.5 | 1.5 | 2.2 | 2.0 | 1.6 | 1.4 | 1.7 | 1.8 | 1.8 | 2.0 | 1.6 | 1.8 | 1.9 | 2.9 | 4.1 | 2.5 | 2.5 | 2.3 | 2.7 | 3.3 | 3.4 | 4.1 | 3.1 | 3.2 | 3.5 | 2.1 | 4.1 | 4.3 | 4.5 | 3.9 | 4.6 | 4.2 | 4.7 | 5.1 | 4.7 | 4.7 | 4.8 | 5.8 | 7.1 | 6.3 | 8.6 | 10.7 | 14.2 |
| Treynor Ratio | NA | -0.03 | 0.0 | -0.03 | -0.01 | 0.0 | NA | NA | 0.02 | 0.01 | -0.06 | -0.02 | 0.04 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.03 | 0.03 | 0.0 | 0.06 | 0.04 | 0.01 | -0.02 | 0.0 | 0.01 | 0.05 | 0.04 | 0.03 | -0.05 | 0.03 | -0.03 | -0.01 | 0.08 | -0.03 | 0.05 | 0.04 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.04 | 1.03 | 1.09 | 1.08 | 1.05 | NA | NA | 1.02 | 1.09 | 1.12 | 0.91 | 1.07 | 0.94 | 0.92 | 0.9 | 1.01 | 0.98 | 1.17 | 1.45 | 1.18 | 1.03 | 0.97 | 1.13 | 1.13 | 0.78 | 0.82 | 1.03 | 1.17 | 1.25 | 1.02 | 1.0 | 0.77 | 0.99 | 1.09 | 0.66 | 0.96 | 1.06 | 1.13 | 0.95 | 1.06 | 1.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.87 | 0.85 | 0.88 | 0.81 | 0.76 | NA | NA | 0.19 | 0.9 | 0.88 | 0.43 | 0.45 | 0.71 | 0.55 | 0.48 | 0.65 | 0.62 | 0.53 | 0.52 | 0.4 | 0.63 | 0.72 | 0.79 | 0.82 | 0.61 | 0.42 | 0.53 | 0.79 | 0.75 | 0.7 | 0.63 | 0.35 | 0.58 | 0.7 | 0.53 | 0.49 | 0.52 | 0.47 | 0.26 | 0.42 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.4 | 3.1 | 2.4 | 2.2 | 1.7 | 1.8 | 2.1 | N/A | 3.9 | 1.2 | 1.1 | 2.3 | 1.8 | 1.5 | 1.1 | 1.2 | 1.1 | 1.3 | 1.4 | 1.8 | 2.3 | 2.4 | 2.7 | 2.7 | 2.6 | 4.0 | 2.7 | 3.0 | 3.3 | 2.8 | 4.4 | 3.5 | 3.8 | 5.6 | 1.8 | 5.7 | 7.2 | 6.8 | 7.0 | 7.2 | 7.6 | 8.1 | 8.3 | 7.8 | 8.2 | 8.4 | 10.3 | 9.9 | 9.3 | 11.2 | 10.2 | 10.2 |
| Dividend Growth(%) | N/A | -37.1 | -13.4 | 39.6 | 71.4 | -27.1 | -51.4 | N/A | N/A | 214.8 | 5.4 | -52.4 | 34.1 | 19.8 | 30.0 | -5.1 | 9.3 | -17.1 | -11.0 | -21.2 | -23.0 | -3.2 | -10.2 | 3.0 | 6.8 | -34.7 | 46.2 | -13.2 | -9.3 | 21.5 | -35.5 | 30.8 | -15.1 | -31.1 | 207.2 | -69.0 | -16.2 | -1.6 | -3.9 | -4.5 | -0.5 | -5.5 | 1.2 | 3.3 | -7.5 | 0.4 | -14.1 | 6.4 | 2.8 | -5.2 | 7.0 | 4.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/26/1990
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SHORT GOVERNMENT Asset Class Trend Rankings |
Top Rated Funds in SHORT GOVERNMENT
Best Mutual Funds
- VFISX (VANGUARD SHORT-TERM TREASURY FUND INVESTOR SHARES) 0.0% (100%)
- VSGBX (VANGUARD SHORT-TERM FEDERAL FUND INVESTOR SHARES) 0.10% (95%)
- GSTGX (GOLDMAN SACHS SHORT DURATION GOVERNMENT FUND INSTITUTIONAL) 0.0% (94%)
- VFIRX (VANGUARD SHORT-TERM TREASURY FUND ADMIRAL SHARES) 0.0% (93%)
- FSGVX (FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES) 0.0% (91%)
- VSGDX (VANGUARD SHORT-TERM FEDERAL FUND ADMIRAL SHARES) 0.10% (90%)
- WSGIX (WELLS FARGO SHORT DURATION GOVERNMENT BOND FUND INSTITUTIONAL CLASS) 0.11% (89%)
- MPSUX (BNY MELLON SHORT-TERM U.S. GOVERNMENT SECURITIES FUND CLASS M SHARES) 0.09% (88%)
- FFXSX (FIDELITY LIMITED TERM GOVERNMENT FUND FIDELITY LIMITED TERM GOVERNMENT FUND) 0.10% (87%)
- PYUSX (PAYDEN U.S. GOVERNMENT FUND PAYDEN U.S. GOVERNMENT FUND (INVESTOR CLASS)) 0.11% (85%)
Best ETFs
- SHY (iShares 1-3 Year Treasury Bond ETF) 0.08% (98%)
- SHV (iShares Short Treasury Bond ETF) 0.05% (96%)
- VGSH (Vanguard Short-Term Treasury Index Fund ETF Shares) 0.09% (21%)
- SCHO (Schwab Short-Term U.S. Treasury ETF) 49.95% (17%)
Best Closed End Funds
* Day change on 10/11/2024.Latest Articles Related to SFITX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
