# State Farm Balanced (STFBX)

> Source: Nexqual · https://nexqual.com/STFBX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, State Farm Balanced (STFBX), nexqual.com/STFBX" · informational, not investment advice.

**Price:** USD 104.85 (-0.47% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 105.34 · day 104.85–104.85 · 52w 93.14–105.52 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +14.6% vs S&P 500 +13.4%; 5Y +58.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +14.6% | +58.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +14.7% | +9.7% |
| Volatility (annualized) | 8.6% | 10.9% |
| Max drawdown | -6.7% (Feb 2026→Mar 2026) | -16.1% (Dec 2021→Sep 2022) |

## Peers
STFGX (State Farm Growth Fd) USD 151.06 -0.59% · SFBDX (State Farm Municipal Bond Fd) USD 7.95 +0.13% · SFITX (State Farm Interim Fd) USD 9.49 +0.00% · DE000SL0CZS9.SG (Solactive Global Clean Water Industry v2 Index NTR) USD 1,304.78 -0.07% · SCC3986-USD (StakeCubeCoin USD) USD 0.02 +0.00%

## More
Full page: https://nexqual.com/STFBX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt