ELFNX vs. NOSIX
Compare and contrast key facts about Elfun Trusts (ELFNX) and Northern Stock Index Fund (NOSIX).
ELFNX is managed by State Street Global Advisors. It was launched on May 27, 1935. NOSIX is managed by Northern Funds. It was launched on Oct 7, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ELFNX or NOSIX.
Correlation
The correlation between ELFNX and NOSIX is 0.94, 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.
Performance
ELFNX vs. NOSIX - Performance Comparison
Key characteristics
ELFNX:
1.01
NOSIX:
1.97
ELFNX:
1.28
NOSIX:
2.62
ELFNX:
1.22
NOSIX:
1.36
ELFNX:
1.37
NOSIX:
3.01
ELFNX:
4.96
NOSIX:
11.64
ELFNX:
3.41%
NOSIX:
2.18%
ELFNX:
16.76%
NOSIX:
12.95%
ELFNX:
-61.49%
NOSIX:
-55.42%
ELFNX:
-8.13%
NOSIX:
-1.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with ELFNX having a 3.84% return and NOSIX slightly lower at 3.79%. Over the past 10 years, ELFNX has underperformed NOSIX with an annualized return of 6.16%, while NOSIX has yielded a comparatively higher 11.60% annualized return.
ELFNX
3.84%
-7.30%
1.24%
15.78%
9.01%
6.16%
NOSIX
3.79%
1.13%
10.98%
24.71%
12.43%
11.60%
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ELFNX vs. NOSIX - Expense Ratio Comparison
ELFNX has a 0.18% expense ratio, which is higher than NOSIX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
ELFNX vs. NOSIX — Risk-Adjusted Performance Rank
ELFNX
NOSIX
ELFNX vs. NOSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Elfun Trusts (ELFNX) and Northern Stock Index Fund (NOSIX). 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.
Dividends
ELFNX vs. NOSIX - Dividend Comparison
ELFNX's dividend yield for the trailing twelve months is around 0.97%, less than NOSIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELFNX Elfun Trusts | 0.97% | 1.01% | 1.08% | 1.28% | 0.93% | 0.96% | 1.08% | 1.51% | 1.29% | 1.48% | 1.47% | 1.28% |
NOSIX Northern Stock Index Fund | 1.22% | 1.27% | 1.56% | 1.68% | 1.15% | 1.53% | 1.70% | 2.09% | 1.73% | 2.06% | 1.99% | 1.77% |
Drawdowns
ELFNX vs. NOSIX - Drawdown Comparison
The maximum ELFNX drawdown since its inception was -61.49%, which is greater than NOSIX's maximum drawdown of -55.42%. Use the drawdown chart below to compare losses from any high point for ELFNX and NOSIX. For additional features, visit the drawdowns tool.
Volatility
ELFNX vs. NOSIX - Volatility Comparison
Elfun Trusts (ELFNX) has a higher volatility of 10.78% compared to Northern Stock Index Fund (NOSIX) at 4.02%. This indicates that ELFNX's price experiences larger fluctuations and is considered to be riskier than NOSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.