Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SFITX (STATE FARM INTERIM FUND STATE FARM INTERIM FUND) | 2.34% | 4.54% | 2.77% | 0.45% | 1.26% | 1.27% | 1.99% | 5.13% |
Data as of 07/07/2025, AR inception is 03/03/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFITX (STATE FARM INTERIM FUND STATE FARM INTERIM FUND) | 03/03/1980 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 (%) | -0.41 | 4.54 | 2.77 | 0.45 | 1.26 | 1.27 | 1.99 | 5.13 | 2.34 | 2.82 | 4.15 | -5.58 | -1.56 | 4.05 | 4.22 | 1.39 | 0.61 | 0.66 | 0.77 | 1.50 | -1.04 | 1.21 | 3.06 | 2.83 | 0.45 | 7.44 | 6.35 | 3.96 | 0.44 | 0.72 | 1.70 | 6.71 | 6.46 | 6.12 | -1.80 | 6.69 | 1.65 | 2.88 | 12.52 | -0.77 | 6.81 | 6.31 | 12.12 | 9.37 | 12.01 | 5.95 | 4.73 | 11.22 | 16.15 | 13.80 | 6.44 | 25.65 | 8.84 | 14.56 |
| Sharpe Ratio | NA | 0.57 | -0.23 | -0.55 | -0.06 | NA | NA | 0.49 | 0.62 | -1.34 | -0.03 | -2.01 | -1.07 | 1.96 | 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 | 0.30 | 1.66 | 1.04 | 0.65 | -1.58 | 0.97 | -0.89 | -0.15 | 2.02 | -0.83 | 1.20 | 0.84 | 1.99 | 0.87 | 1.24 | 0.27 | 0.15 | 1.45 | 1.87 | 0.99 | 0.06 | 2.10 | -0.11 | 0.69 |
| Standard Deviation(%) | NA | 2.69 | 3.32 | 2.91 | 2.40 | NA | NA | 4.48 | 2.71 | 2.81 | 3.93 | 3.49 | 1.48 | 1.94 | 2.00 | 1.56 | 1.36 | 1.65 | 1.81 | 1.77 | 2.03 | 1.64 | 1.82 | 1.92 | 2.89 | 4.07 | 2.47 | 2.48 | 2.35 | 2.73 | 3.34 | 3.37 | 4.06 | 3.13 | 3.19 | 3.48 | 2.09 | 4.12 | 4.30 | 4.47 | 3.93 | 4.62 | 4.20 | 4.71 | 5.07 | 4.66 | 4.67 | 4.83 | 5.83 | 7.08 | 6.30 | 8.61 | 10.70 | 14.16 |
| Draw Down(%) | NA | 1.66 | 3.91 | 8.90 | 8.90 | NA | NA | 8.90 | 1.13 | 1.66 | 2.46 | 7.27 | 1.73 | 0.96 | 1.08 | 1.17 | 0.98 | 2.19 | 1.00 | 0.89 | 2.65 | 1.10 | 0.88 | 1.52 | 2.01 | 3.23 | 0.80 | 1.04 | 1.93 | 2.77 | 2.44 | 2.12 | 2.79 | 1.80 | 2.94 | 1.66 | 1.82 | 2.64 | 1.38 | 3.98 | 1.87 | 2.97 | 1.36 | 1.97 | 2.24 | 2.00 | 4.05 | 2.77 | 1.96 | 4.07 | 3.46 | 1.85 | 5.09 | 8.40 |
| Yield(%) | 0.00 | 2.91 | 2.47 | 1.76 | 1.58 | 1.61 | 2.03 | 5.52 | 1.18 | 3.28 | 2.28 | 1.16 | 0.96 | 1.37 | 1.75 | 1.46 | 1.12 | 1.17 | 1.07 | 1.29 | 1.42 | 1.79 | 2.34 | 2.43 | 2.65 | 2.68 | 2.61 | 3.98 | 2.67 | 3.01 | 3.28 | 2.80 | 4.38 | 3.46 | 3.85 | 5.63 | 1.83 | 5.73 | 7.19 | 6.75 | 6.98 | 7.25 | 7.58 | 8.09 | 8.28 | 7.83 | 8.16 | 8.36 | 10.26 | 9.91 | 9.35 | 11.15 | 10.22 | 10.17 |
Data as of 07/07/2025, AR inception is 03/03/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFITX (STATE FARM INTERIM FUND STATE FARM INTERIM FUND) |
-2.15%
Jun 2020 - Jun 2023 |
0.15%
Oct 2017 - Oct 2022 |
0.36%
Sep 2012 - Sep 2022 |
1.04%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFITX (STATE FARM INTERIM FUND STATE FARM INTERIM FUND) |
16.35%
Jun 1982 - Jun 1985 |
16.45%
Aug 1981 - Aug 1986 |
12.17%
Sep 1981 - Sep 1991 |
10.13%
Sep 1981 - Sep 1996 |
Annualized Rolling Returns Comparison Chart