State Farm Interim Fund Manager Performance Evaluation

SFITX Fund  USD 9.75  0.01  0.10%   
The entity has a beta of 0.0035, which indicates not very significant fluctuations relative to the market. As returns on the market increase, State Farm's returns are expected to increase less than the market. However, during the bear market, the loss of holding State Farm is expected to be smaller as well.

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in State Farm Interim are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, State Farm is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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State Farm Relative Risk vs. Return Landscape

If you would invest  969.00  in State Farm Interim on November 11, 2025 and sell it today you would earn a total of  6.00  from holding State Farm Interim or generate 0.62% return on investment over 90 days. State Farm Interim is currently producing 0.01% returns and takes up 0.0998% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than State, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon State Farm is expected to generate 7.58 times less return on investment than the market. But when comparing it to its historical volatility, the company is 8.02 times less risky than the market. It trades about 0.1 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 of returns per unit of risk over similar time horizon.

State Farm Current Valuation

Overvalued
Today
9.75
Please note that State Farm's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. State Farm Interim has a current Real Value of $8.96 per share. The regular price of the fund is $9.75. We determine the value of State Farm Interim from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since State Farm is currently traded on the exchange, buyers and sellers on that exchange determine the market value of State Mutual Fund. However, State Farm's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  9.75 Real  8.96 Hype  9.74
The intrinsic value of State Farm's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence State Farm's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
8.96
Real Value
10.71
Upside
Estimating the potential upside or downside of State Farm Interim helps investors to forecast how State mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of State Farm more accurately as focusing exclusively on State Farm's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
9.649.749.84
Details

State Farm Target Price Odds to finish over Current Price

The tendency of State Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 9.75 90 days 9.75 
about 7.46
Based on a normal probability distribution, the odds of State Farm to move above the current price in 90 days from now is about 7.46 (This State Farm Interim probability density function shows the probability of State Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon State Farm has a beta of 0.0035. This usually implies as returns on the market go up, State Farm average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding State Farm Interim will be expected to be much smaller as well. Additionally State Farm Interim has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   State Farm Price Density   
       Price  

Predictive Modules for State Farm

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as State Farm Interim. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of State Farm's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
9.649.749.84
Details
Intrinsic
Valuation
LowRealHigh
8.868.9610.71
Details

State Farm Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. State Farm is not an exception. The market had few large corrections towards the State Farm's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold State Farm Interim, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of State Farm within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.0003
β
Beta against Dow Jones0
σ
Overall volatility
0.02
Ir
Information ratio -0.89

State Farm Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of State Farm for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for State Farm Interim can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains about 97.42% of its assets in bonds

State Farm Fundamentals Growth

State Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of State Farm, and State Farm fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on State Mutual Fund performance.

About State Farm Performance

Evaluating State Farm's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if State Farm has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if State Farm has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in high quality debt securities with short- and intermediate-term maturities, including U.S. government and agency obligations, high quality corporate obligations, and high quality commercial paper and other money market instruments. State Farm is traded on NASDAQ Exchange in the United States.

Things to note about State Farm Interim performance evaluation

Checking the ongoing alerts about State Farm for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for State Farm Interim help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains about 97.42% of its assets in bonds
Evaluating State Farm's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate State Farm's mutual fund performance include:
  • Analyzing State Farm's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether State Farm's stock is overvalued or undervalued compared to its peers.
  • Examining State Farm's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating State Farm's management team can have a significant impact on its success or failure. Reviewing the track record and experience of State Farm's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of State Farm's mutual fund. These opinions can provide insight into State Farm's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating State Farm's mutual fund performance is not an exact science, and many factors can impact State Farm's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in State Mutual Fund

State Farm financial ratios help investors to determine whether State Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in State with respect to the benefits of owning State Farm security.
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