ELFNX vs. VIGAX

In the year-to-date period, ELFNX achieves a -2.14% return, which is significantly lower than VIGAX's -1.37% return. Over the past 10 years, ELFNX has underperformed VIGAX with an annualized return of 13.55%, while VIGAX has yielded a comparatively higher 15.04% annualized return.

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ELFNX has a 0.18% expense ratio, which is higher than VIGAX'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 Vanguard Growth Index Fund Admiral Shares (VIGAX). 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 0.40, which is lower than the VIGAX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of ELFNX and VIGAX, 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 10.66%, more than VIGAX's 0.47% yield.

The maximum ELFNX drawdown since its inception was -50.28%, roughly equal to the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for ELFNX and VIGAX.

The current volatility for Elfun Trusts (ELFNX) is 4.47%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.47%. This indicates that ELFNX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.