State Farm Growth Fund Manager Performance Evaluation
| STFGX Fund | USD 112.37 1.06 0.95% |
The entity has a beta of 0.91, which indicates possible diversification benefits within a given portfolio. State Farm returns are very sensitive to returns on the market. As the market goes up or down, State Farm is expected to follow.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in State Farm Growth are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental 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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| Expense Ratio | 0.1200 |
State |
State Farm Relative Risk vs. Return Landscape
If you would invest 10,894 in State Farm Growth on January 29, 2024 and sell it today you would earn a total of 343.00 from holding State Farm Growth or generate 3.15% return on investment over 90 days. State Farm Growth is currently producing 0.051% returns and takes up 0.7226% volatility of returns over 90 trading days. Put another way, 6% 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 $112.39 per share. The regular price of the fund is $112.37. 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.
Our valuation method for State Farm Growth is useful when determining the fair value of the State mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of State Farm. 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 112.37 | Real 112.39 | Hype 112.37 |
The real value of State Mutual Fund, also known as its intrinsic value, is the underlying worth of State Farm Growth Mutual Fund, which is reflected in its stock price. It is based on State Farm's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. 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 = 0.0706
| Best Portfolio | Best Equity | |||
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| Cash | STFGX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average State Farm is performing at about 5% of its full potential. 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 it 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
To evaluate State Farm Growth Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when State Farm generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare State Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand State Farm Growth market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents State's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund normally invests at least 80 percent of its assets in equity securities. Although there is no restriction on the size of the companies in which the fund invests, ordinarily most of the funds investments include but are not limited to large capitalization and mid-capitalization equity securities, as defined SP Dow Jones Indices at the time of investment.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.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.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in State Farm Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the State Farm Growth information on this page should be used as a complementary analysis to other State Farm's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .