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State Farm Balanced Fund: (MF: STFBX)

(NASDAQ Mutual Funds) As of Apr 10, 2026 05:42 PM ET

$97.94 USD

-0.14 (-0.14%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.28 18
3 months 4.04 31
6 months 11.37 5
1 Year 17.98 15
3 Year 16.30 14
5 Year 10.48 2
10 Year 10.58 10

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 72.75
Bear Market (10/07 - 2/09) -24.82
Bull Market (2/09 - 3/21) 392.47

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.68
5 Year 9.96
10 Year 9.99
Since Inception 10.28

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.01 5.64 7.54 3.91
2024 6.82 2.76 5.21 -0.40
2023 2.89 4.52 -1.83 7.67
2022 -2.48 -10.59 -3.75 7.84
2021 4.62 4.79 -0.99 8.19

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.2815.6815.0313.68-9.5017.4413.6521.41-3.5210.879.18
% Total Return Rel to Index 1.25-2.53-9.98-12.568.70-11.23-4.74-10.070.87-10.92-2.75
% Total Return Rel to Peer 1.032.503.40-0.274.254.262.382.642.04-2.272.83
% Perf Quintile vs Peer* 1.001.000.003.001.001.003.002.002.005.001.00
% Dividends 0.002.182.192.001.501.721.661.821.711.651.63
% Yield 0.002.112.242.371.821.731.902.312.562.312.47
Capital Gains ($) 0.004.626.383.980.006.750.630.210.490.000.00
Expense Ratio 0.000.140.140.140.140.130.140.130.130.130.13

* 1 = Top 20%, 5 = Bottom 20%