Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SFBDX (STATE FARM MUNICIPAL BOND FUND STATE FARM MUNICIPAL BOND FUND) 1.04% 5.98% 3.59% 1.22% 2.10% 2.71% 3.25% … …
Data as of 06/05/2026, Common starting date is 11/29/1977
More Performance Analytics Comparison
Name Start Date End Date
SFBDX (STATE FARM MUNICIPAL BOND FUND STATE FARM MUNICIPAL BOND FUND) 11/29/1977 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977
Annualized Return (%) 0.12 5.98 3.59 1.22 2.10 2.71 3.25 … … 1.04 5.37 1.18 4.60 -6.21 0.67 5.33 6.18 1.37 3.65 0.34 2.69 6.81 -1.51 4.87 9.67 1.76 8.51 3.00 3.23 3.77 0.96 2.58 4.40 7.67 3.85 8.65 -3.07 5.20 2.93 3.32 13.40 -2.47 9.66 7.87 11.18 7.17 10.47 9.74 3.66 19.01 20.69 9.06 8.88 35.80 -6.59 -19.09 -1.12 -3.50 0.18
Sharpe Ratio NA 1.49 0.10 -0.41 0.13 NA NA … … -0.02 0.67 -0.87 0.29 -2.03 0.41 0.76 2.81 -0.01 1.53 0.05 1.55 3.67 -0.56 2.08 3.81 0.66 3.03 0.39 0.03 0.13 -0.47 0.45 0.94 1.91 0.48 1.48 -2.52 0.66 -0.36 -0.08 2.34 -1.19 2.01 1.37 1.89 0.38 0.98 1.05 -0.08 2.59 2.62 0.23 0.34 1.61 -1.10 -1.83 -1.37 -1.44 -1.50
Standard Deviation(%) NA 2.23 3.25 3.21 3.33 NA NA … … 2.67 3.76 2.81 3.31 3.77 1.56 6.67 1.68 1.74 1.96 2.24 1.72 1.85 2.78 2.33 2.53 2.55 2.77 5.24 2.24 2.78 2.77 3.58 3.93 3.42 2.97 2.99 2.55 2.64 2.08 4.32 4.03 4.64 3.72 3.90 3.82 4.38 4.60 4.60 6.84 5.63 5.81 8.64 7.56 17.24 15.49 15.08 6.22 6.06 1.47
Draw Down(%) NA 2.87 4.89 11.12 11.12 NA NA … … 2.87 4.02 2.67 5.56 10.78 1.77 9.29 1.35 1.56 1.49 3.95 1.61 0.84 5.21 2.24 1.94 4.33 1.98 8.83 1.42 1.41 2.51 5.08 4.45 3.49 3.57 2.95 4.40 1.53 2.33 3.50 1.42 6.62 2.08 2.52 1.72 3.13 3.23 2.40 11.43 4.21 3.80 6.26 3.45 4.85 14.51 19.09 7.38 7.11 0.20
Yield(%) 0.29 3.41 3.19 2.72 2.72 3.02 3.38 … … 1.40 3.28 3.08 3.01 2.44 2.31 2.54 2.83 2.92 2.79 2.98 2.87 3.57 3.49 3.56 4.26 3.87 4.66 3.83 3.15 4.45 3.31 3.64 4.08 3.19 3.67 3.95 3.03 4.35 1.46 4.78 6.04 5.56 5.94 6.34 6.83 7.14 7.54 7.39 7.63 8.02 8.71 8.95 8.78 11.47 9.62 6.94 6.36 4.96 0.38
Data as of 06/05/2026, Common starting date is 11/29/1977
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFBDX (STATE FARM MUNICIPAL BOND FUND STATE FARM MUNICIPAL BOND FUND) -10.67%
Aug 1978 – Aug 1981 		-0.42%
Dec 1977 – Dec 1982 		1.46%
Oct 2012 – Oct 2022 		2.48%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFBDX (STATE FARM MUNICIPAL BOND FUND STATE FARM MUNICIPAL BOND FUND) 19.86%
Jan 1982 – Jan 1985 		19.34%
Jan 1982 – Jan 1987 		13.44%
Jan 1982 – Jan 1992 		10.99%
Jan 1982 – Jan 1997
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return