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State Farm Growth Fund: (MF: STFGX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$129.46 USD
+1.96 (1.54%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.28 | 48 |
| 3 months | 12.69 | 54 |
| 6 months | 4.47 | 39 |
| 1 Year | 12.18 | 50 |
| 3 Year | 14.36 | 46 |
| 5 Year | 14.87 | 26 |
| 10 Year | 11.86 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 107.49 |
| Bear Market (10/07 - 2/09) | -42.39 |
| Bull Market (2/09 - 3/21) | 664.43 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 4.73 |
| 5 Year | 14.09 |
| 10 Year | 11.04 |
| Since Inception | 11.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.52 | 8.08 | NA | NA |
| 2024 | 9.59 | 4.05 | 5.70 | 0.47 |
| 2023 | 3.27 | 7.55 | -3.37 | 9.55 |
| 2022 | -2.37 | -13.59 | -3.99 | 10.48 |
| 2021 | 6.83 | 6.09 | -1.36 | 12.38 |
| 2020 | -19.15 | 16.79 | 8.74 | 12.61 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.28 | 21.11 | 17.58 | -10.52 | 25.64 | 15.63 | 28.01 | -5.31 | 15.28 | 15.22 | -3.69 |
| % Total Return Rel to Index | -1.29 | -3.90 | -8.65 | 7.68 | -3.04 | -2.76 | -3.47 | -0.91 | -6.51 | 3.28 | -5.08 |
| % Total Return Rel to Peer | 0.34 | 1.72 | -5.41 | 9.17 | 3.58 | -4.28 | -0.41 | 1.54 | -5.39 | 7.40 | -2.09 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 3.00 | 4.00 | 3.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.83 | 1.90 | 1.84 | 1.72 | 2.05 | 1.98 | 2.14 | 1.96 | 1.83 | 1.75 | 1.76 |
| % Yield | 0.62 | 1.42 | 1.58 | 1.73 | 1.56 | 1.83 | 2.22 | 2.51 | 2.16 | 2.30 | 2.36 |
| Capital Gains ($) | 0.00 | 8.67 | 4.93 | 0.00 | 14.91 | 0.86 | 0.85 | 1.03 | 0.00 | 0.56 | 7.01 |
| Expense Ratio | 0.12 | 0.12 | 0.12 | 0.12 | 0.12 | 0.12 | 0.12 | 0.12 | 0.12 | 0.12 | 0.12 |
* 1 = Top 20%, 5 = Bottom 20%