Nasdaq - Delayed Quote USD

State Farm Interim (SFITX)

9.40 -0.02 (-0.21%)
As of 8:06 AM EDT. Market Open.

Fund Summary

Under normal circumstances, the fund will invest substantially all its net assets in a representative sample of the U.S. Treasury obligations included in the Bloomberg 1-5 Year U.S. Treasury Index. The index is an unmanaged index that includes a range of U.S. Treasury obligations and is considered representative of short to intermediate term U.S. Treasury bond performance overall.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 4.21%
Worst 1Y Total Return --
Number of Years Up 42
Number of Years Down 4

Performance & Risk

YTD Return -1.24%
5y Average Return 0.54%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.38
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
SFITXCategory AverageSFITXCategory AverageSFITXCategory Average
Alpha -1.71 0 -0.81 -0 -0.57 -0
BETA 0.38 0 0.38 0 0.39 0
Mean Annual Return -0.06 0 0.06 0 0.08 0
R-squared 80.67 0.42 72.54 0.49 74.27 0.54
Standard Deviation 3.13 0.01 2.75 0.01 2.2 0.01
Sharpe Ratio -1.22 0.01 -0.52 0 -0.23 0
Treynor Ratio -9.9 0.06 -3.86 0.01 -1.34 0.02

Related Tickers