State Farm Growth Fund Manager Performance Evaluation
| STFGX Fund | USD 120.74 1.91 1.61% |
The entity has a beta of 0.51, which indicates possible diversification benefits within a given portfolio. 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
Very Weak
Weak | Strong |
Over the last 90 days State Farm Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 0.1200 |
State |
State Farm Relative Risk vs. Return Landscape
If you would invest 13,143 in State Farm Growth on November 30, 2024 and sell it today you would lose (1,069) from holding State Farm Growth or give up 8.13% of portfolio value over 90 days. State Farm Growth is currently producing negative expected returns and takes up 1.3655% volatility of returns over 90 trading days. Put another way, 12% 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 |
State Farm Current Valuation
Fairly Valued
Today
Please note that State Farm's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. State Farm Growth has a current Real Value of $120.19 per share. The regular price of the fund is $120.74. We determine the value of State Farm Growth 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 120.74 | Real 120.19 | Hype 118.83 | Naive 120.58 |
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.
Estimating the potential upside or downside of State Farm Growth 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: State Farm Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for State Farm's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as State Farm Growth, and traders can use it to determine the average amount a State Farm's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0964
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | STFGX |
Estimated Market Risk
| 1.37 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average State Farm is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of State Farm by adding State Farm to a well-diversified portfolio.
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.
| Return On Equity | 2.28 | ||||
| Return On Asset | 2.28 | ||||
| Profit Margin | 0.01 % | ||||
| Operating Margin | 85.49 % | ||||
| Price To Earning | 20.59 X | ||||
| Price To Book | 3.12 X | ||||
| Price To Sales | 1.89 X | ||||
| Revenue | 98.69 M | ||||
| EBITDA | 94.3 M | ||||
| Earnings Per Share | 2.08 X | ||||
| Total Asset | 7.24 B | ||||
| Current Asset | 16.26 M | ||||
| Current Liabilities | 1.97 M | ||||
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 under normal circumstances at least 80 percent of its assets in equity securities that at the time of investment are expected to appreciate over the long-term. Equity securities include, among other things, common stocks, preferred stocks, and American Depositary Receipts.Things to note about State Farm Growth 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 Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| State Farm Growth generated a negative expected return over the last 90 days | |
| The fund maintains 98.33% of its assets in stocks |
- 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.
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.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |