ELFNX Mutual Fund

ELFNX Mutual Fund

NAV$104.86
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Returns Overview

1 Month
+2.25%
3 Months
+2.34%
6 Months
+11.46%
YTD
+9.11%
1 Year
+15.28%
3 Years (annualized)
+20.62%
5 Years (annualized)
+12.52%
10 Years (annualized)
+16.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELFNX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.11%
Peer Avg (YTD)
+8.51%
vs Peers
+0.60%

ELFNX Mutual Fund Performance

ELFNX performance across multiple time periods: 1-month 2.25%, YTD 9.11%, 1-year 15.28%, 3-year 20.62%, 5-year 12.52%, 10-year 16.28%.

ELFNX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

ELFNX vs another fund shows side-by-side returns. ELFNX alternatives are available in the Mutual Fund Screener.