Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELFNX (ELFUN TRUSTS ELFUN TRUSTS) | 6.73% | 23.80% | 22.49% | 9.20% | 13.55% | 13.41% | 10.91% | … | … |
Data as of 06/04/2026, Common starting date is 01/02/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELFNX (ELFUN TRUSTS ELFUN TRUSTS) | 01/02/1980 | 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 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 23.80 | 22.49 | 9.20 | 13.55 | 13.41 | 10.91 | … | … | 6.73 | 16.64 | 26.91 | 34.50 | -25.66 | 12.37 | 16.15 | 35.57 | -3.25 | 25.60 | 6.02 | 1.79 | 13.12 | 35.01 | 21.26 | 1.28 | 13.07 | 33.61 | -34.43 | 4.90 | 13.08 | 0.82 | 8.03 | 22.96 | -19.82 | -5.96 | 6.04 | 19.74 | 23.13 | 31.07 | 23.56 | 31.38 | -6.32 | 1.68 | 5.21 | 23.54 | -9.42 | 24.22 | 10.95 | -6.15 | -1.29 | 29.25 | 1.52 | 12.89 | 9.10 | 1.38 | 26.46 |
| Sharpe Ratio | NA | 1.81 | 1.29 | 0.36 | 0.63 | NA | NA | … | … | 1.07 | 0.73 | 1.70 | 2.24 | -1.00 | 0.74 | 0.48 | 2.54 | -0.26 | 3.35 | 0.40 | 0.11 | 1.09 | 3.11 | 1.62 | 0.05 | 0.72 | 1.18 | -0.94 | 0.12 | 0.99 | -0.16 | 0.66 | 1.31 | -0.81 | -0.46 | 0.09 | 0.98 | 1.02 | 1.65 | 1.83 | 2.96 | -0.81 | -0.04 | 0.27 | 1.41 | -0.83 | 1.18 | 0.38 | -0.42 | -0.36 | 1.56 | -0.39 | 0.56 | 0.04 | -0.56 | 1.02 |
| Standard Deviation(%) | NA | 12.50 | 15.34 | 18.65 | 18.90 | NA | NA | … | … | 14.21 | 18.85 | 13.66 | 13.90 | 27.15 | 16.74 | 33.08 | 13.45 | 18.01 | 7.47 | 14.37 | 15.78 | 11.97 | 11.25 | 13.22 | 23.68 | 17.94 | 28.46 | 37.65 | 14.81 | 9.78 | 9.16 | 10.63 | 16.92 | 25.85 | 18.50 | 19.65 | 16.64 | 19.19 | 16.51 | 10.76 | 9.24 | 11.55 | 11.24 | 9.84 | 13.83 | 17.84 | 15.49 | 15.84 | 24.86 | 15.51 | 15.22 | 14.13 | 11.72 | 31.15 | 16.31 | 17.68 |
| Draw Down(%) | NA | 11.40 | 19.58 | 34.83 | 34.83 | NA | NA | … | … | 11.40 | 19.58 | 8.32 | 9.29 | 27.64 | 10.89 | 32.44 | 7.14 | 19.45 | 2.43 | 13.02 | 13.99 | 7.69 | 4.38 | 9.82 | 20.00 | 16.63 | 23.93 | 46.09 | 8.81 | 7.40 | 7.11 | 9.39 | 12.94 | 30.65 | 23.18 | 10.00 | 12.72 | 20.42 | 9.86 | 6.41 | 6.11 | 9.33 | 7.01 | 6.06 | 7.02 | 21.16 | 13.65 | 7.75 | 30.64 | 12.84 | 10.38 | 12.37 | 5.09 | 18.50 | 11.79 | 11.74 |
| Yield(%) | 0.00 | 10.43 | 10.17 | 5.42 | 8.71 | 10.49 | 8.20 | … | … | 0.00 | 10.50 | 12.09 | 3.81 | 0.93 | 1.05 | 1.09 | 11.61 | 13.26 | 12.13 | 8.80 | 7.74 | 9.81 | 7.47 | 11.76 | 3.75 | 5.53 | 6.09 | 3.42 | 10.62 | 11.30 | 8.93 | 8.30 | 3.82 | 3.00 | 5.04 | 9.33 | 8.12 | 10.72 | 10.56 | 7.14 | 2.48 | 2.29 | 2.35 | 2.66 | 3.08 | 3.11 | 4.06 | 3.52 | 6.36 | 3.43 | 4.31 | 4.42 | 5.32 | 0.00 | 9.78 | 4.84 |
Data as of 06/04/2026, Common starting date is 01/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELFNX (ELFUN TRUSTS ELFUN TRUSTS) |
-13.23%
Feb 2006 – Feb 2009 |
-6.31%
Feb 2004 – Feb 2009 |
-1.71%
Feb 1999 – Feb 2009 |
4.99%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELFNX (ELFUN TRUSTS ELFUN TRUSTS) |
28.82%
Mar 1995 – Mar 1998 |
25.69%
Dec 1994 – Dec 1999 |
17.19%
Sep 2011 – Sep 2021 |
15.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart