ELFNX vs. NOSIX

In the year-to-date period, ELFNX achieves a -7.34% return, which is significantly lower than NOSIX's -5.64% return. Over the past 10 years, ELFNX has underperformed NOSIX with an annualized return of 4.32%, while NOSIX has yielded a comparatively higher 9.92% annualized return.

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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%.

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.

The current ELFNX Sharpe Ratio is -0.10, which is lower than the NOSIX Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of ELFNX and NOSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ELFNX's dividend yield for the trailing twelve months is around 11.25%, more than NOSIX's 1.37% yield.

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.

Elfun Trusts (ELFNX) and Northern Stock Index Fund (NOSIX) have volatilities of 14.02% and 14.20%, 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.