STFBX
State Farm Balanced
$92.68
0.06 (0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 2450.941M |
| 52 Week High | 92.68 |
| 52 Week Low | 75.166 |
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Key Data
| Symbol | STFBX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 92.68 |
| Price Yesterday | 92.62 |
| Market Cap | 2,450.94 |
| YTD Return | 11.31% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0014 |
Overview
| 52 Week High | 92.68 |
|---|---|
| 52 Week Low | 75.17 |
| Market Cap | 2,450.94M |
| Shares Outstanding | 26.45M |
| Income Dividend Yield | 2.24% |
| Long Term Dividend Yield | 4.30% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 6.55% |
Returns Annualized
| One Day | 17.74% |
|---|---|
| Five Days | 106.20% |
| One Months | 39.67% |
| Three Months | 22.40% |
| Six Months | 25.42% |
| Nine Months | 25.80% |
| One Year | 19.35% |
| Three Years | 6.67% |
| Five Years | 10.43% |
| Ten Years | 8.34% |
| YTD | 23.12% |
| Since Inception | 8.99% |
Returns Total
| One Day | 0.06% |
|---|---|
| Five Days | 1.44% |
| One Month | 2.68% |
| Three Months | 5.09% |
| Six Months | 11.78% |
| Nine Months | 18.55% |
| One Year | 19.33% |
| Three Years | 21.24% |
| Five Years | 63.98% |
| Ten Years | 122.40% |
| YTD | 11.31% |
| Since Inception | 2082.25% |
Yearly Returns
| 2024 | 11.31% |
|---|---|
| 2023 | 13.68% |
| 2022 | -9.50% |
| 2021 | 17.45% |
| 2020 | 13.66% |
| 2019 | 21.42% |
| 2018 | -3.52% |
| 2017 | 11.40% |
| 2016 | 9.39% |
| 2015 | -1.29% |
Risk against SP-DA
| Alpha | -1.89% |
|---|---|
| Beta | 0.68 |
| Correlation | 98.89% |
| Downside Deviation | 1.94% |
| Coefficient of determination | 97.78% |
| Standard Deviation | 2.21% |
| Sharpe Ratio | -1.22 |
| Sortino | -4.82 |
| Treynor | 20.56 |
| Ulcer Index | 1.82 |
| Ulcer Performance Index | -5.13 |