SUSIX vs. ELFTX
Compare and contrast key facts about State Street Institutional U.S. Equity Fund (SUSIX) and Elfun Tax Exempt Income Fund (ELFTX).
SUSIX is managed by State Street. It was launched on Nov 25, 1997. ELFTX is managed by State Street. It was launched on Jan 1, 1980.
Performance
SUSIX vs. ELFTX - Performance Comparison
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SUSIX vs. ELFTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUSIX State Street Institutional U.S. Equity Fund | -8.73% | 17.16% | 25.02% | 28.63% | -18.03% | 26.46% | 23.02% | 32.36% | -3.41% | 20.75% |
ELFTX Elfun Tax Exempt Income Fund | -0.77% | 3.29% | -0.14% | 4.27% | -8.97% | 0.87% | 4.50% | 7.13% | 0.91% | 4.72% |
Returns By Period
In the year-to-date period, SUSIX achieves a -8.73% return, which is significantly lower than ELFTX's -0.77% return. Over the past 10 years, SUSIX has outperformed ELFTX with an annualized return of 14.07%, while ELFTX has yielded a comparatively lower 1.37% annualized return.
SUSIX
- 1D
- -0.16%
- 1M
- -7.97%
- YTD
- -8.73%
- 6M
- -5.95%
- 1Y
- 13.04%
- 3Y*
- 17.23%
- 5Y*
- 10.93%
- 10Y*
- 14.07%
ELFTX
- 1D
- 0.21%
- 1M
- -2.59%
- YTD
- -0.77%
- 6M
- 0.94%
- 1Y
- 3.35%
- 3Y*
- 1.40%
- 5Y*
- -0.22%
- 10Y*
- 1.37%
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SUSIX vs. ELFTX - Expense Ratio Comparison
SUSIX has a 0.37% expense ratio, which is higher than ELFTX's 0.21% expense ratio.
Return for Risk
SUSIX vs. ELFTX — Risk / Return Rank
SUSIX
ELFTX
SUSIX vs. ELFTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Institutional U.S. Equity Fund (SUSIX) and Elfun Tax Exempt Income Fund (ELFTX). 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.
| SUSIX | ELFTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.79 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.08 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.85 | +0.13 |
Martin ratioReturn relative to average drawdown | 4.05 | 2.58 | +1.47 |
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
| SUSIX | ELFTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.79 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | -0.06 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.36 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.71 | -0.23 |
Correlation
The correlation between SUSIX and ELFTX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SUSIX vs. ELFTX - Dividend Comparison
SUSIX's dividend yield for the trailing twelve months is around 8.31%, more than ELFTX's 3.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUSIX State Street Institutional U.S. Equity Fund | 8.31% | 7.58% | 15.35% | 1.66% | 57.55% | 13.56% | 4.65% | 6.40% | 16.03% | 26.98% | 6.88% | 21.28% |
ELFTX Elfun Tax Exempt Income Fund | 3.70% | 3.99% | 2.66% | 2.88% | 3.09% | 2.61% | 3.24% | 3.78% | 4.09% | 4.00% | 4.00% | 3.82% |
Drawdowns
SUSIX vs. ELFTX - Drawdown Comparison
The maximum SUSIX drawdown since its inception was -51.69%, which is greater than ELFTX's maximum drawdown of -19.15%. Use the drawdown chart below to compare losses from any high point for SUSIX and ELFTX.
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Drawdown Indicators
| SUSIX | ELFTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.69% | -19.15% | -32.54% |
Max Drawdown (1Y)Largest decline over 1 year | -11.51% | -5.23% | -6.28% |
Max Drawdown (5Y)Largest decline over 5 years | -24.45% | -13.59% | -10.86% |
Max Drawdown (10Y)Largest decline over 10 years | -32.62% | -13.59% | -19.03% |
Current DrawdownCurrent decline from peak | -10.69% | -3.44% | -7.25% |
Average DrawdownAverage peak-to-trough decline | -7.82% | -3.42% | -4.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 1.73% | +1.06% |
Volatility
SUSIX vs. ELFTX - Volatility Comparison
State Street Institutional U.S. Equity Fund (SUSIX) has a higher volatility of 4.36% compared to Elfun Tax Exempt Income Fund (ELFTX) at 1.04%. This indicates that SUSIX's price experiences larger fluctuations and is considered to be riskier than ELFTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSIX | ELFTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | 1.04% | +3.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 1.66% | +7.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.92% | 5.12% | +12.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.25% | 3.86% | +13.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 3.84% | +14.18% |