STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX)

Basic Info 9.49 0.03(0.32%)
May 15

STATE FARM INTERIM FUND STATE FARM INTERIM FUND started on 03/03/1980
STATE FARM INTERIM FUND STATE FARM INTERIM FUND is classified as asset class SHORT GOVERNMENT
STATE FARM INTERIM FUND STATE FARM INTERIM FUND expense ratio is 0.16%
STATE FARM INTERIM FUND STATE FARM INTERIM FUND rating is
(84%)

STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) Dividend Info

STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) dividend growth in the last 12 months is 64.15%

The trailing 12-month yield of STATE FARM INTERIM FUND STATE FARM INTERIM FUND is 3.56%. its dividend history:

DateDividend
04/30/2024 0.0244
03/28/2024 0.0251
02/29/2024 0.0229
01/31/2024 0.024
12/29/2023 0.0233
11/30/2023 0.0212
10/31/2023 0.0204
09/29/2023 0.0384
08/31/2023 0.038
07/31/2023 0.0366
06/30/2023 0.0341
05/31/2023 0.0332
04/28/2023 0.0312
03/31/2023 0.0328
02/28/2023 0.0278
01/31/2023 0.0292
12/30/2022 0.0143
11/30/2022 0.013
10/31/2022 0.012
09/30/2022 0.011
08/31/2022 0.0103
07/29/2022 0.0096
06/30/2022 0.0086
05/31/2022 0.0083
04/29/2022 0.0078
03/31/2022 0.0077
02/28/2022 0.0067
01/31/2022 0.007
12/31/2021 0.0069
12/21/2021 0.0053
11/30/2021 0.0065
10/29/2021 0.0067
09/30/2021 0.0069
08/31/2021 0.0087
07/30/2021 0.0094
06/30/2021 0.0094
05/28/2021 0.0116
04/30/2021 0.0124
03/31/2021 0.0096
02/26/2021 0.0082
01/29/2021 0.0087
12/31/2020 0.0095
11/30/2020 0.0095
10/30/2020 0.1202
09/30/2020 0.0074
08/31/2020 0.0101
07/31/2020 0.011
06/30/2020 0.012
05/29/2020 0.0112
04/30/2020 0.0124
03/31/2020 0.014
02/28/2020 0.013
01/31/2020 0.0014
12/31/2019 0.0146
11/29/2019 0.013
10/31/2019 0.0146
09/30/2019 0.0147
08/30/2019 0.0142
07/31/2019 0.016
06/28/2019 0.0145
05/31/2019 0.0149
04/30/2019 0.0146
03/29/2019 0.0146
02/28/2019 0.013
01/31/2019 0.0141
12/31/2018 0.0134
11/30/2018 0.0119
10/31/2018 0.0138
09/28/2018 0.0116
08/31/2018 0.0128
07/31/2018 0.0128
06/29/2018 0.011
05/31/2018 0.012
04/30/2018 0.012
03/29/2018 0.011
02/28/2018 0.01
01/31/2018 0.012
12/29/2017 0.01
11/30/2017 0.011
10/31/2017 0.011
09/29/2017 0.01
08/31/2017 0.01
07/31/2017 0.01
06/30/2017 0.01
04/28/2017 0.009
03/31/2017 0.01
02/28/2017 0.009
01/31/2017 0.011
12/30/2016 0.01
11/30/2016 0.01
10/31/2016 0.01
09/30/2016 0.01
08/31/2016 0.01
07/29/2016 0.009
06/30/2016 0.01
05/31/2016 0.01
04/29/2016 0.009
03/31/2016 0.01
02/29/2016 0.01
01/29/2016 0.009
12/31/2015 0.01
11/30/2015 0.01
10/30/2015 0.009
08/31/2015 0.007
07/31/2015 0.01
06/30/2015 0.01
05/29/2015 0.01
04/30/2015 0.01
03/31/2015 0.01
02/27/2015 0.009
01/30/2015 0.012
12/31/2014 0.01
11/28/2014 0.01
10/31/2014 0.01
09/30/2014 0.01
08/29/2014 0.011
07/31/2014 0.011
06/30/2014 0.011
05/30/2014 0.011
04/30/2014 0.011
03/31/2014 0.012
02/28/2014 0.01
01/31/2014 0.012
12/31/2013 0.011
11/29/2013 0.011
10/31/2013 0.011
09/30/2013 0.011
08/30/2013 0.012
07/31/2013 0.012
06/28/2013 0.012
05/31/2013 0.013
04/30/2013 0.013
03/28/2013 0.013
02/28/2013 0.012
01/31/2013 0.014
12/31/2012 0.014
11/30/2012 0.014
10/31/2012 0.014
09/28/2012 0.014
08/31/2012 0.014
07/31/2012 0.015
06/29/2012 0.015
05/31/2012 0.016
04/30/2012 0.016
03/30/2012 0.017
02/29/2012 0.017
01/31/2012 0.018
12/30/2011 0.018
11/30/2011 0.018
10/31/2011 0.019
09/30/2011 0.019
08/31/2011 0.02
07/29/2011 0.021
06/30/2011 0.021
05/31/2011 0.021
04/29/2011 0.021
03/31/2011 0.021
02/28/2011 0.019
01/31/2011 0.021
12/31/2010 0.021
12/20/2010 0.013
11/30/2010 0.02
10/29/2010 0.02
09/30/2010 0.02
08/31/2010 0.022
07/30/2010 0.022
06/30/2010 0.021
05/28/2010 0.021
03/31/2010 0.022
02/26/2010 0.021
01/29/2010 0.024
12/31/2009 0.023
11/30/2009 0.023
10/30/2009 0.023
09/30/2009 0.023
08/31/2009 0.024
07/31/2009 0.023
06/30/2009 0.024
05/29/2009 0.021
04/30/2009 0.022
03/31/2009 0.023
02/27/2009 0.022
01/30/2009 0.024
12/31/2008 0.001
11/28/2008 0.023
10/31/2008 0.026
09/30/2008 0.028
08/29/2008 0.026
07/31/2008 0.027
06/30/2008 0.027
05/30/2008 0.027
04/30/2008 0.026
03/31/2008 0.028
02/29/2008 0.028
12/31/2007 0.032
09/28/2007 0.029
08/31/2007 0.038
06/29/2007 0.029
05/31/2007 0.031
03/30/2007 0.091
12/29/2006 0.09
09/29/2006 0.088
06/30/2006 0.088
03/31/2006 0.117
12/30/2005 0.087
09/30/2005 0.087
06/30/2005 0.001
03/31/2005 0.087
12/31/2004 0.03
09/30/2004 0.03
08/31/2004 0.031
07/30/2004 0.03
06/30/2004 0.033
05/28/2004 0.028
04/30/2004 0.029
03/31/2004 0.033
02/27/2004 0.028
01/30/2004 0.03
12/31/2003 0.033
10/31/2003 0.03
09/30/2003 0.091
06/30/2003 0.088
03/31/2003 0.091
12/31/2002 0.096
09/30/2002 0.103
06/28/2002 0.04
03/28/2002 0.035
09/28/2001 0.137
06/29/2001 0.142
03/30/2001 0.146
09/29/2000 0.152
06/30/2000 0.157
03/31/2000 0.016
12/31/1999 0.055
09/30/1999 0.161
06/30/1999 0.058
03/31/1999 0.059
02/26/1999 0.05
10/30/1998 0.052
09/30/1998 0.166
06/30/1998 0.059
05/29/1998 0.054
04/30/1998 0.056
03/31/1998 0.06
02/27/1998 0.053
01/30/1998 0.056
09/30/1997 0.061
06/30/1997 0.06
03/31/1997 0.06
12/31/1996 0.065
09/30/1996 0.177
06/28/1996 0.171
03/29/1996 0.17
12/29/1995 0.172
09/29/1995 0.172
06/30/1995 0.175
03/31/1995 0.177
12/30/1994 0.174
09/30/1994 0.185
06/30/1994 0.174
03/31/1994 0.174
12/31/1993 0.186
09/30/1993 0.18
06/30/1993 0.184
03/31/1993 0.186
12/31/1992 0.188
09/30/1992 0.189
06/30/1992 0.198
03/31/1992 0.196
12/31/1991 0.195
09/30/1991 0.2
06/28/1991 0.188
03/28/1991 0.192
12/31/1990 0.208
09/28/1990 0.201
06/29/1990 0.205
03/30/1990 0.206
12/29/1989 0.201
09/29/1989 0.201
06/30/1989 0.204
03/31/1989 0.204
12/30/1988 0.199
09/30/1988 0.197
06/30/1988 0.195
03/30/1988 0.193
12/31/1987 0.193
09/30/1987 0.064
09/02/1987 0.196
06/02/1987 0.194
03/02/1987 0.201
12/02/1986 0.201
09/03/1986 0.208
06/03/1986 0.216
03/04/1986 0.22
12/03/1985 0.224
09/04/1985 0.229
06/04/1985 0.232
03/04/1985 0.299
12/04/1984 0.234
09/05/1984 0.236
06/01/1984 0.23
03/02/1984 0.225
12/02/1983 0.221
09/02/1983 0.225
06/02/1983 0.226
03/02/1983 0.228
12/02/1982 0.235
09/02/1982 0.243
06/02/1982 0.239
03/02/1982 0.232
12/02/1981 0.226
09/02/1981 0.224
06/02/1981 0.22
03/03/1981 0.217
12/02/1980 0.213
09/03/1980 0.21
06/03/1980 0.219
03/04/1980 0.205

Dividend Growth History for STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3662 3.89% 214.88% -
2022 $0.1163 1.15% 5.44% 214.88%
2021 $0.1103 1.06% -52.40% 82.21%
2020 $0.2317 2.30% 34.09% 16.48%
2019 $0.1728 1.75% 19.75% 20.65%
2018 $0.1443 1.46% 30.00% 20.47%
2017 $0.111 1.12% -5.13% 22.01%
2016 $0.117 1.17% 9.35% 17.70%
2015 $0.107 1.07% -17.05% 16.63%
2014 $0.129 1.29% -11.03% 12.29%
2013 $0.145 1.42% -21.20% 9.71%
2012 $0.184 1.79% -23.01% 6.46%
2011 $0.239 2.34% -3.24% 3.62%
2010 $0.247 2.43% -10.18% 3.08%
2009 $0.275 2.65% 3.00% 2.07%
2008 $0.267 2.68% 6.80% 2.13%
2007 $0.25 2.61% -34.73% 2.41%
2006 $0.383 3.98% 46.18% -0.26%
2005 $0.262 2.67% -13.25% 1.88%
2004 $0.302 3.01% -9.31% 1.02%
2003 $0.333 3.28% 21.53% 0.48%
2002 $0.274 2.80% -35.53% 1.39%
2001 $0.425 4.38% 30.77% -0.67%
2000 $0.325 3.46% -15.14% 0.52%
1999 $0.383 3.85% -31.12% -0.19%
1998 $0.556 5.63% 207.18% -1.66%
1997 $0.181 1.83% -68.95% 2.75%
1996 $0.583 5.73% -16.24% -1.71%
1995 $0.696 7.19% -1.56% -2.27%
1994 $0.707 6.75% -3.94% -2.24%
1993 $0.736 6.98% -4.54% -2.30%
1992 $0.771 7.25% -0.52% -2.37%
1991 $0.775 7.58% -5.49% -2.32%
1990 $0.82 8.09% 1.23% -2.41%
1989 $0.81 8.28% 3.32% -2.31%
1988 $0.784 7.83% -7.55% -2.15%
1987 $0.848 8.16% 0.36% -2.31%
1986 $0.845 8.36% -14.13% -2.23%
1985 $0.984 10.26% 6.38% -2.57%
1984 $0.925 9.91% 2.78% -2.35%
1983 $0.9 9.35% -5.16% -2.22%
1982 $0.949 11.15% 6.99% -2.30%
1981 $0.887 10.22% 4.72% -2.08%
1980 $0.847 10.17% - -1.93%

Dividend Growth Chart for STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX)


STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) Historical Returns And Risk Info

From 09/26/1990 to 05/15/2024, the compound annualized total return (dividend reinvested) of STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) is 3.267%. Its cumulative total return (dividend reinvested) is 194.686%.

From 09/26/1990 to 05/15/2024, the Maximum Drawdown of STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) is 8.6%.

From 09/26/1990 to 05/15/2024, the Sharpe Ratio of STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) is 0.52.

From 09/26/1990 to 05/15/2024, the Annualized Standard Deviation of STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) is 4.5%.

From 09/26/1990 to 05/15/2024, the Beta of STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) is 1.01.

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 -0.5 2.1 -0.4 1.1 1.1 1.3 1.9 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 -1.63 -0.54 -0.82 -0.17 0.02 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 1.9 8.4 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 3.0 3.3 3.3 2.9 2.3 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 -0.05 -0.02 -0.03 0.0 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 -0.01 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 1.03 1.05 1.09 1.08 1.05 NA NA 1.01 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
RSquare NA 0.86 0.85 0.87 0.8 0.75 NA NA 0.18 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 0.9 3.6 2.1 2.1 1.7 1.8 2.1 N/A 3.8 1.2 1.3 2.2 1.3 1.2 1.1 1.2 1.1 1.2 1.2 1.8 2.4 2.3 2.3 2.9 2.6 4.1 2.7 3.0 3.3 2.9 4.4 3.5 3.9 5.7 1.8 5.7 7.2 6.6 7.0 7.3 7.6 8.1 8.2 7.9 8.1 8.4 10.2 9.9 9.3 11.2 10.3 10.1
Dividend Growth(%) N/A -75.0 64.1 19.8 67.4 -33.2 -53.8 N/A N/A 200.0 -7.7 -40.9 69.2 8.3 9.1 -8.3 9.1 -8.3 0.0 -36.8 -20.8 4.3 -4.2 -17.2 16.0 -35.9 44.4 -10.0 -9.1 17.9 -34.9 30.3 -15.4 -30.4 211.1 -69.0 -17.1 1.4 -6.8 -5.1 0.0 -4.9 2.5 1.3 -6.0 -1.2 -13.3 6.5 2.2 -5.3 6.7 6.0 N/A

Return Calculator for STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX)

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STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) Historical Return Chart

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STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 09/26/1990 to 05/15/2024, the worst annualized return of 3-year rolling returns for STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) is -1.35%.
From 09/26/1990 to 05/15/2024, the worst annualized return of 5-year rolling returns for STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) is 0.33%.
From 09/26/1990 to 05/15/2024, the worst annualized return of 10-year rolling returns for STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) is 0.59%.
From 09/26/1990 to 05/15/2024, the worst annualized return of 20-year rolling returns for STATE FARM INTERIM FUND STATE FARM INTERIM FUND (SFITX) is 2.04%.

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