Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELFTX (ELFUN TAX EXEMPT INCOME FUND ELFUN TAX EXEMPT INCOME FUND) | 1.20% | 6.73% | 3.02% | 0.45% | 1.71% | 2.80% | 3.24% | … | … |
Data as of 06/05/2026, Common starting date is 01/29/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELFTX (ELFUN TAX EXEMPT INCOME FUND ELFUN TAX EXEMPT INCOME FUND) | 01/29/1980 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 6.73 | 3.02 | 0.45 | 1.71 | 2.80 | 3.24 | … | … | 1.20 | 3.29 | 1.21 | 5.33 | -8.70 | 1.15 | 4.79 | 7.12 | 0.52 | 4.35 | 0.42 | 3.21 | 9.86 | -4.04 | 7.45 | 10.55 | 1.48 | 13.66 | -2.51 | 2.97 | 4.81 | 3.24 | 3.27 | 5.54 | 8.81 | 4.80 | 12.37 | -3.38 | 5.41 | 9.56 | 3.62 | 16.66 | -6.49 | 10.72 | 8.00 | 12.10 | 5.95 | 8.18 | 13.08 | -1.19 | 13.14 | 21.51 | -1.63 | 20.09 | 58.06 | 0.99 | 5.45 |
| Sharpe Ratio | NA | 1.49 | 0.03 | -0.52 | 0.03 | NA | NA | … | … | 0.07 | 0.08 | -0.67 | 0.45 | -2.51 | 0.63 | 0.61 | 2.69 | -0.49 | 1.72 | 0.08 | 1.40 | 4.41 | -1.21 | 2.95 | 3.56 | 0.44 | 3.75 | -0.50 | -0.07 | 0.59 | 0.40 | 0.64 | 1.41 | 2.59 | 0.88 | 3.42 | -2.61 | 0.69 | 1.70 | -0.01 | 2.76 | -1.78 | 2.25 | 1.59 | 2.56 | 0.12 | 0.62 | 2.05 | -0.72 | 1.30 | 3.75 | -1.48 | 1.70 | 2.95 | -0.74 | -0.21 |
| Standard Deviation(%) | NA | 2.76 | 4.29 | 3.94 | 3.88 | NA | NA | … | … | 3.02 | 5.35 | 3.60 | 3.78 | 4.04 | 1.80 | 7.39 | 2.10 | 1.78 | 2.15 | 2.47 | 2.28 | 2.23 | 3.36 | 2.53 | 2.96 | 3.17 | 3.62 | 6.98 | 2.52 | 2.38 | 2.43 | 3.60 | 3.43 | 2.96 | 2.71 | 2.38 | 2.59 | 2.83 | 3.45 | 5.27 | 4.59 | 5.37 | 3.79 | 3.44 | 3.19 | 3.88 | 3.63 | 3.97 | 7.45 | 6.74 | 4.28 | 5.84 | 8.08 | 16.96 | 12.94 | 12.26 |
| Draw Down(%) | NA | 2.79 | 6.22 | 13.12 | 13.12 | NA | NA | … | … | 2.79 | 5.85 | 2.55 | 6.03 | 12.80 | 2.39 | 10.70 | 1.62 | 1.87 | 1.46 | 5.21 | 2.78 | 1.57 | 7.86 | 1.99 | 2.74 | 5.83 | 2.52 | 11.60 | 2.11 | 1.37 | 2.21 | 5.15 | 5.12 | 3.19 | 3.59 | 3.02 | 5.12 | 2.11 | 2.68 | 5.37 | 2.94 | 11.26 | 2.72 | 3.95 | 1.60 | 3.96 | 2.86 | 2.64 | 12.70 | 4.91 | 2.38 | 7.84 | 0.87 | 2.06 | 9.01 | 6.61 |
| Yield(%) | 0.00 | 3.71 | 3.78 | 3.21 | 3.28 | 3.69 | 3.89 | … | … | 1.29 | 3.95 | 3.89 | 3.88 | 3.00 | 2.84 | 3.55 | 3.90 | 3.59 | 3.68 | 3.86 | 3.88 | 4.17 | 3.99 | 4.43 | 4.64 | 4.22 | 5.00 | 4.57 | 4.59 | 4.77 | 4.52 | 3.94 | 5.82 | 4.76 | 5.40 | 5.62 | 5.09 | 4.86 | 6.53 | 5.95 | 6.31 | 5.52 | 6.02 | 6.30 | 6.62 | 6.68 | 7.07 | 7.44 | 7.12 | 8.48 | 9.88 | 9.63 | 10.58 | 14.09 | 11.60 | 9.97 |
Data as of 06/05/2026, Common starting date is 01/29/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELFTX (ELFUN TAX EXEMPT INCOME FUND ELFUN TAX EXEMPT INCOME FUND) |
-2.76%
Oct 2020 – Oct 2023 |
-0.41%
Jul 2020 – Jul 2025 |
1.36%
Oct 2012 – Oct 2022 |
2.37%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELFTX (ELFUN TAX EXEMPT INCOME FUND ELFUN TAX EXEMPT INCOME FUND) |
25.27%
Mar 1980 – Mar 1983 |
22.06%
Aug 1981 – Aug 1986 |
14.08%
Sep 1981 – Sep 1991 |
11.44%
Sep 1981 – Sep 1996 |
Annualized Rolling Returns Comparison Chart