ELMXX Mutual Fund

ELMXX Mutual Fund

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Returns Overview

1 Month
+0.27%
3 Months
+0.87%
6 Months
+1.72%
YTD
+2.29%
1 Year
+3.61%
3 Years (annualized)
+3.73%
5 Years (annualized)
+3.00%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELMXX 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
Daily Linked 90 Day Treasury Bill Index(^90DTRSB)
This Mutual Fund (YTD)
+2.29%
Peer Avg (YTD)
+2.25%
vs Peers
+0.05%

ELMXX Mutual Fund Performance

ELMXX performance across multiple time periods: 1-month 0.27%, YTD 2.29%, 1-year 3.61%, 3-year 3.73%, 5-year 3.00%, 10-year 1.92%.

ELMXX returns outperform the peer average of 2.25% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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