VTAPX vs. ELFNX
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) and Elfun Trusts (ELFNX).
VTAPX is managed by Vanguard. It was launched on Oct 16, 2012. ELFNX is managed by State Street Global Advisors. It was launched on May 27, 1935.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTAPX or ELFNX.
Performance
VTAPX vs. ELFNX - Performance Comparison
Returns By Period
In the year-to-date period, VTAPX achieves a 4.59% return, which is significantly lower than ELFNX's 27.80% return. Over the past 10 years, VTAPX has underperformed ELFNX with an annualized return of 2.35%, while ELFNX has yielded a comparatively higher 14.28% annualized return.
VTAPX
4.59%
0.00%
3.19%
6.07%
3.41%
2.35%
ELFNX
27.80%
0.63%
11.11%
33.93%
17.59%
14.28%
Key characteristics
| VTAPX | ELFNX | |
|---|---|---|
| Sharpe Ratio | 3.03 | 2.45 |
| Sortino Ratio | 5.02 | 3.34 |
| Omega Ratio | 1.68 | 1.47 |
| Calmar Ratio | 4.74 | 4.14 |
| Martin Ratio | 21.75 | 17.35 |
| Ulcer Index | 0.28% | 1.98% |
| Daily Std Dev | 1.99% | 14.06% |
| Max Drawdown | -5.33% | -50.28% |
| Current Drawdown | -0.47% | -1.60% |
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VTAPX vs. ELFNX - Expense Ratio Comparison
VTAPX has a 0.06% 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%.
Correlation
The correlation between VTAPX and ELFNX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
VTAPX vs. ELFNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) 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.
Dividends
VTAPX vs. ELFNX - Dividend Comparison
VTAPX's dividend yield for the trailing twelve months is around 2.88%, more than ELFNX's 0.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.88% | 2.84% | 6.82% | 4.68% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% | 0.06% |
ELFNX Elfun Trusts | 0.84% | 1.08% | 1.28% | 0.93% | 0.96% | 1.08% | 1.51% | 1.29% | 1.48% | 1.47% | 1.28% | 1.28% |
Drawdowns
VTAPX vs. ELFNX - Drawdown Comparison
The maximum VTAPX drawdown since its inception was -5.33%, smaller than the maximum ELFNX drawdown of -50.28%. Use the drawdown chart below to compare losses from any high point for VTAPX and ELFNX. For additional features, visit the drawdowns tool.
Volatility
VTAPX vs. ELFNX - Volatility Comparison
The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) is 0.46%, while Elfun Trusts (ELFNX) has a volatility of 4.09%. This indicates that VTAPX experiences smaller price fluctuations and is considered to be less risky than ELFNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.