ELFNX Mutual Fund

NAV$103.80

Returns Overview

1 Month
-2.01%
3 Months
+12.28%
6 Months
+4.74%
YTD
+4.48%
1 Year
+16.30%
3 Years (annualized)
+20.03%
5 Years (annualized)
+12.43%
10 Years (annualized)
+16.41%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+8.97%
vs Peers
-4.49%

ELFNX Mutual Fund Performance

ELFNX performance across multiple time periods: 1-month -2.01%, YTD 4.48%, 1-year 16.30%, 3-year 20.03%, 5-year 12.43%, 10-year 16.41%.

ELFNX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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