Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Thursday, January 7, 2010, 7:20PM ET - U.S. Markets Closed. Dow Up 0.31% Nasdaq Down 0.05%
State Farm Balanced (STFBX)On Jan 7: 51.98  Down 0.02 (0.04%)  
MORE ON STFBX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:13.50%
5-Year Average Return:4.70%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):13.00%
Worst 1-Yr Total Return (2008):-16.18%
Best 3-Yr Total Return (2005-7):9.29%
Worst 3-Yr Total Return (2006-8):1.82%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnSTFBXCategoryDiffIndex*Diff
Year To Date13.5022.21-8.71N/AN/A
1-Month3.743.580.16N/AN/A
3-Month6.275.740.53N/AN/A
1-Year16.1726.14-9.97N/AN/A
3-Year2.08-2.184.26N/AN/A
5-Year4.702.202.5N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)21.8933.99-12.1N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-5.50-9.133.63N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearSTFBXCategoryDiff
2009N/AN/AN/A
2008
 
-16.18-28.0011.82
2007
 
11.445.995.45
2006
 
13.0011.291.71
2005
 
3.675.13-1.46
2004
 
7.428.86-1.44
2003
 
18.4320.35-1.92
2002
 
-7.64-12.024.38
2001
 
-5.63-5.05-0.58
2000
 
-0.751.82-2.57
1999
 
9.7410.71-0.97
PAST QUARTERLY RETURNS (%) FOR STFBX 
Q1Q2Q3Q4
2009-6.017.288.48N/A
2008-1.97-2.91-4.96-7.34
20071.903.674.251.20
20064.200.364.103.79
2005-0.340.412.910.66
20041.561.15-0.164.74
2003-0.728.671.717.92
20020.38-6.15-7.115.53
2001-6.801.61-5.835.84
20004.183.36-3.92-4.07
1999N/AN/AN/A8.92
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1124118494.93
1-Month1011123382.00
3-Month442122935.96
6-Month1002120882.95
1-Year942118379.63
3-Year319323.33
5-Year377844.72

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder