NOSIX vs. ELFNX

In the year-to-date period, NOSIX achieves a -5.71% return, which is significantly higher than ELFNX's -7.17% return. Over the past 10 years, NOSIX has outperformed ELFNX with an annualized return of 9.92%, while ELFNX has yielded a comparatively lower 4.30% annualized return.

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NOSIX has a 0.05% expense ratio, which is lower than ELFNX's 0.18% expense ratio. Despite the difference, 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 Northern Stock Index Fund (NOSIX) and Elfun Trusts (ELFNX). 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 NOSIX Sharpe Ratio is 0.46, which is higher than the ELFNX Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of NOSIX and ELFNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NOSIX's dividend yield for the trailing twelve months is around 1.37%, more than ELFNX's 1.08% yield.

The maximum NOSIX drawdown since its inception was -55.42%, smaller than the maximum ELFNX drawdown of -61.49%. Use the drawdown chart below to compare losses from any high point for NOSIX and ELFNX. For additional features, visit the drawdowns tool.

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