Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STFBX (STATE FARM BALANCED FUND STATE FARM BALANCED FUND) | 9.49% | 25.57% | 16.56% | 8.21% | 9.53% | 8.73% | 7.80% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STFBX (STATE FARM BALANCED FUND STATE FARM BALANCED FUND) | 06/20/1980 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.32 | 25.57 | 16.56 | 8.21 | 9.53 | 8.73 | 7.80 | … | … | 9.49 | 15.62 | 14.84 | 13.61 | -9.48 | 9.07 | 12.81 | 21.42 | -3.54 | 11.41 | 9.55 | -1.27 | 10.33 | 14.17 | 6.96 | 2.97 | 8.29 | 13.69 | -16.18 | 11.46 | 13.02 | 3.67 | 5.84 | 16.69 | -7.55 | -5.62 | -0.47 | 9.74 | 13.49 | 16.51 | 13.15 | 24.47 | 4.39 | 3.10 | 4.58 | 38.79 | 7.88 | 23.30 | 10.25 | 5.83 | 10.36 | 33.35 | 2.51 | 8.60 | 21.40 | -5.47 | 14.01 |
| Sharpe Ratio | NA | 2.73 | 1.37 | 0.49 | 0.68 | NA | NA | … | … | 2.02 | 1.04 | 1.37 | 1.14 | -0.70 | 0.82 | 0.60 | 2.75 | -0.49 | 2.83 | 1.27 | -0.16 | 1.62 | 2.26 | 1.09 | 0.25 | 0.91 | 1.07 | -0.83 | 0.88 | 1.38 | 0.23 | 0.68 | 1.63 | -0.60 | -0.63 | -0.30 | 0.54 | 0.81 | 1.14 | 1.18 | 2.84 | 0.17 | 0.15 | 0.24 | 3.37 | 0.21 | 2.20 | 0.58 | 0.12 | 0.55 | 2.86 | -0.38 | 0.20 | 0.82 | -1.11 | 1.44 |
| Standard Deviation(%) | NA | 8.42 | 9.91 | 11.48 | 11.54 | NA | NA | … | … | 9.97 | 12.25 | 8.16 | 8.79 | 15.58 | 10.96 | 21.01 | 7.25 | 10.12 | 3.82 | 7.36 | 8.36 | 6.36 | 6.26 | 6.37 | 11.77 | 8.97 | 12.67 | 20.49 | 9.53 | 6.99 | 6.17 | 7.16 | 9.79 | 14.60 | 13.12 | 15.41 | 11.71 | 12.31 | 11.20 | 7.97 | 7.21 | 7.63 | 6.21 | 8.51 | 10.31 | 11.12 | 7.88 | 9.18 | 13.93 | 10.88 | 9.74 | 12.01 | 11.31 | 16.53 | 14.38 | 13.75 |
| Draw Down(%) | NA | 6.69 | 13.70 | 21.30 | 22.74 | NA | NA | … | … | 6.69 | 13.32 | 5.39 | 6.59 | 16.08 | 8.04 | 22.74 | 3.66 | 10.72 | 1.37 | 5.00 | 8.00 | 3.65 | 4.38 | 4.25 | 10.08 | 7.53 | 14.21 | 26.01 | 4.56 | 5.26 | 4.32 | 5.34 | 6.71 | 17.57 | 15.96 | 12.32 | 8.70 | 12.39 | 6.05 | 5.06 | 3.51 | 5.82 | 4.45 | 5.88 | 3.81 | 11.72 | 4.02 | 6.52 | 18.97 | 6.76 | 4.17 | 10.04 | 7.51 | 8.77 | 11.75 | 5.41 |
| Yield(%) | 0.00 | 7.67 | 8.61 | 5.37 | 5.44 | 5.70 | 5.49 | … | … | 0.00 | 7.75 | 10.23 | 7.58 | 1.69 | 2.09 | 2.19 | 3.19 | 3.22 | 3.09 | 3.06 | 9.74 | 2.76 | 2.83 | 3.04 | 3.03 | 2.98 | 3.40 | 3.24 | 6.40 | 3.40 | 3.07 | 1.73 | 1.60 | 3.12 | 2.97 | 3.13 | 4.17 | 3.44 | 0.00 | 7.20 | 4.10 | 3.32 | 3.06 | 3.01 | 4.06 | 4.50 | 5.05 | 4.91 | 4.67 | 4.53 | 5.79 | 5.88 | 5.54 | 6.33 | 5.72 | 5.14 |
Data as of 06/04/2026, Common starting date is 06/20/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STFBX (STATE FARM BALANCED FUND STATE FARM BALANCED FUND) |
-6.11%
Mar 2000 – Mar 2003 |
-0.07%
Jun 2000 – Jun 2005 |
1.42%
Feb 1999 – Feb 2009 |
3.93%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STFBX (STATE FARM BALANCED FUND STATE FARM BALANCED FUND) |
24.80%
Jul 1984 – Jul 1987 |
20.46%
Jul 1982 – Jul 1987 |
16.68%
Jul 1982 – Jul 1992 |
15.29%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart