State Farm Financials
| SFBDX Fund | USD 8.14 0.03 0.37% |
State |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
State Farm Fund Summary
State Farm competes with Amg River, Great West, Fpa Queens, Lsv Small, and William Blair. The fund invests primarily in a diversified selection of municipal bonds with maturities of one to seventeen years. A majority of the funds investments are in issues with maturities longer than five years. It normally invests at least 70 percent of its total assets in municipal bonds rated A or better by Moodys or SP, meaning that up to 30 percent of the funds total assets may be invested in medium and lower-quality bonds.Specialization | Muni National Interm, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8568511005 |
| Business Address | State Farm Associates |
| Mutual Fund Family | State Farm |
| Mutual Fund Category | Muni National Interm |
| Benchmark | Dow Jones Industrial |
| Phone | 800 447 0740 |
| Currency | USD - US Dollar |
State Farm Key Financial Ratios
State Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining State Farm's current stock value. Our valuation model uses many indicators to compare State Farm value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across State Farm competition to find correlations between indicators driving State Farm's intrinsic value. More Info.State Farm Municipal is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 134.69 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the State Farm's earnings, one of the primary drivers of an investment's value.State Farm Municipal Systematic Risk
State Farm's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. State Farm volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on State Farm Municipal correlated with the market. If Beta is less than 0 State Farm generally moves in the opposite direction as compared to the market. If State Farm Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one State Farm Municipal is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of State Farm is generally in the same direction as the market. If Beta > 1 State Farm moves generally in the same direction as, but more than the movement of the benchmark.
State Farm December 16, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of State Farm help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of State Farm Municipal. We use our internally-developed statistical techniques to arrive at the intrinsic value of State Farm Municipal based on widely used predictive technical indicators. In general, we focus on analyzing State Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build State Farm's daily price indicators and compare them against related drivers.
| Information Ratio | (0.55) | |||
| Maximum Drawdown | 0.9877 | |||
| Value At Risk | (0.37) | |||
| Potential Upside | 0.2475 |
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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