Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELDFX (ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND) | 7.42% | 19.13% | 14.89% | 5.20% | 7.27% | 6.81% | 5.85% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELDFX (ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND) | 12/29/1988 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 19.13 | 14.89 | 5.20 | 7.27 | 6.81 | 5.85 | … | … | 7.42 | 17.04 | 11.55 | 16.14 | -19.61 | 5.29 | 9.22 | 19.60 | -5.50 | 15.40 | 5.48 | -1.22 | 4.97 | 16.82 | 12.77 | -2.62 | 9.98 | 22.12 | -30.20 | 8.66 | 14.59 | 4.03 | 8.70 | 21.33 | -9.23 | -2.69 | 5.56 | 14.04 | 17.26 | 18.88 | 14.20 | 24.76 | -2.47 | 7.21 | 9.00 | 15.48 | 4.65 | 20.28 | 3.45 |
| Sharpe Ratio | NA | 2.17 | 1.32 | 0.27 | 0.54 | NA | NA | … | … | 1.70 | 1.41 | 0.97 | 1.46 | -1.43 | 0.59 | 0.50 | 2.79 | -0.73 | 3.74 | 0.60 | -0.14 | 0.72 | 2.23 | 1.49 | -0.17 | 0.82 | 1.45 | -1.22 | 0.48 | 1.48 | 0.27 | 1.04 | 2.01 | -0.77 | -0.50 | 0.13 | 1.14 | 1.21 | 1.60 | 1.57 | 4.14 | -0.79 | 0.86 | 1.04 | 1.70 | -0.09 | 0.83 | NA |
| Standard Deviation(%) | NA | 8.11 | 9.18 | 10.54 | 10.46 | NA | NA | … | … | 9.91 | 10.10 | 8.21 | 8.64 | 14.81 | 8.92 | 17.98 | 6.49 | 9.51 | 3.96 | 8.72 | 8.93 | 6.90 | 7.52 | 8.61 | 15.50 | 12.01 | 15.16 | 25.56 | 11.47 | 7.61 | 6.47 | 7.40 | 10.24 | 13.48 | 10.56 | 10.48 | 9.40 | 11.36 | 9.47 | 6.68 | 5.02 | 6.98 | 5.82 | 6.21 | 6.75 | 9.84 | 17.26 | 0.00 |
| Draw Down(%) | NA | 6.92 | 9.57 | 25.93 | 25.93 | NA | NA | … | … | 6.92 | 9.57 | 4.93 | 8.74 | 21.44 | 5.80 | 22.95 | 3.31 | 12.53 | 1.18 | 7.89 | 9.45 | 5.59 | 5.63 | 7.02 | 15.44 | 10.51 | 14.50 | 38.89 | 6.06 | 7.54 | 4.81 | 5.91 | 7.85 | 17.37 | 15.35 | 5.34 | 6.89 | 14.16 | 6.07 | 3.75 | 1.75 | 7.26 | 3.06 | 3.87 | 2.73 | 6.32 | 10.44 | 0.00 |
| Yield(%) | 0.00 | 7.99 | 6.36 | 3.87 | 4.84 | 5.26 | 4.78 | … | … | 0.00 | 8.45 | 6.74 | 2.89 | 1.95 | 2.02 | 1.92 | 4.79 | 2.95 | 11.47 | 3.18 | 5.60 | 10.42 | 8.19 | 2.03 | 2.43 | 1.68 | 2.22 | 2.06 | 10.45 | 6.98 | 7.67 | 8.22 | 2.18 | 2.47 | 5.42 | 10.78 | 9.25 | 11.74 | 7.60 | 5.53 | 4.96 | 3.31 | 3.45 | 3.58 | 6.07 | 5.54 | 5.40 | 3.16 |
Data as of 06/04/2026, Common starting date is 12/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELDFX (ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND) |
-8.43%
Feb 2006 – Feb 2009 |
-2.56%
Feb 2004 – Feb 2009 |
1.36%
Feb 1999 – Feb 2009 |
2.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELDFX (ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND) |
19.67%
Mar 1995 – Mar 1998 |
17.76%
Dec 1994 – Dec 1999 |
12.70%
Oct 1990 – Oct 2000 |
10.15%
Feb 1989 – Feb 2004 |
Annualized Rolling Returns Comparison Chart