EINFX vs. TIBDX
Compare and contrast key facts about Elfun Income Fund (EINFX) and TIAA-CREF Core Bond Fund (TIBDX).
EINFX is managed by State Street. It was launched on Dec 31, 1984. TIBDX is managed by TIAA Investments. It was launched on Jul 1, 1999.
Performance
EINFX vs. TIBDX - Performance Comparison
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EINFX vs. TIBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EINFX Elfun Income Fund | -0.66% | 7.35% | -0.73% | 4.75% | -13.82% | -1.57% | 7.81% | 9.51% | -0.86% | 3.91% |
TIBDX TIAA-CREF Core Bond Fund | -0.69% | 7.38% | 1.95% | 5.63% | -13.68% | -0.95% | 8.10% | 9.57% | -0.64% | 4.48% |
Returns By Period
The year-to-date returns for both stocks are quite close, with EINFX having a -0.66% return and TIBDX slightly lower at -0.69%. Over the past 10 years, EINFX has underperformed TIBDX with an annualized return of 1.43%, while TIBDX has yielded a comparatively higher 1.99% annualized return.
EINFX
- 1D
- 0.52%
- 1M
- -2.52%
- YTD
- -0.66%
- 6M
- 0.29%
- 1Y
- 3.54%
- 3Y*
- 2.44%
- 5Y*
- -0.55%
- 10Y*
- 1.43%
TIBDX
- 1D
- 0.44%
- 1M
- -2.56%
- YTD
- -0.69%
- 6M
- 0.40%
- 1Y
- 3.86%
- 3Y*
- 3.62%
- 5Y*
- 0.19%
- 10Y*
- 1.99%
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EINFX vs. TIBDX - Expense Ratio Comparison
Both EINFX and TIBDX have an expense ratio of 0.29%.
Return for Risk
EINFX vs. TIBDX — Risk / Return Rank
EINFX
TIBDX
EINFX vs. TIBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Elfun Income Fund (EINFX) and TIAA-CREF Core Bond Fund (TIBDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EINFX | TIBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.06 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.51 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.62 | -0.06 |
Martin ratioReturn relative to average drawdown | 4.19 | 5.07 | -0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EINFX | TIBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.06 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.03 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.42 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.95 | -0.16 |
Correlation
The correlation between EINFX and TIBDX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EINFX vs. TIBDX - Dividend Comparison
EINFX's dividend yield for the trailing twelve months is around 3.49%, less than TIBDX's 4.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EINFX Elfun Income Fund | 3.49% | 3.84% | 3.04% | 2.76% | 4.09% | 3.31% | 3.15% | 2.78% | 2.88% | 2.42% | 3.34% | 2.87% |
TIBDX TIAA-CREF Core Bond Fund | 4.04% | 4.34% | 3.60% | 3.22% | 2.44% | 2.39% | 4.45% | 3.09% | 2.88% | 2.93% | 3.80% | 4.68% |
Drawdowns
EINFX vs. TIBDX - Drawdown Comparison
The maximum EINFX drawdown since its inception was -19.78%, which is greater than TIBDX's maximum drawdown of -18.82%. Use the drawdown chart below to compare losses from any high point for EINFX and TIBDX.
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Drawdown Indicators
| EINFX | TIBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.78% | -18.82% | -0.96% |
Max Drawdown (1Y)Largest decline over 1 year | -3.07% | -2.98% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -19.78% | -18.82% | -0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -19.78% | -18.82% | -0.96% |
Current DrawdownCurrent decline from peak | -5.92% | -2.56% | -3.36% |
Average DrawdownAverage peak-to-trough decline | -3.57% | -2.31% | -1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 0.95% | +0.19% |
Volatility
EINFX vs. TIBDX - Volatility Comparison
Elfun Income Fund (EINFX) and TIAA-CREF Core Bond Fund (TIBDX) have volatilities of 1.64% and 1.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EINFX | TIBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 1.57% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.76% | 2.55% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.86% | 4.26% | +0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.47% | 5.59% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.22% | 4.71% | +0.51% |