Nasdaq - Delayed Quote • USD
Elfun Trusts (ELFNX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.57% |
| 5y Average Return | 15.95% |
| Number of Years Up | 34 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 25, 2024) | 35.57% |
| Worst 1Y Total Return (Apr 25, 2024) | -- |
| Best 3Y Total Return | 35.57% |
| Worst 3Y Total Return | 6.87% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ELFNX
Category
- YTD
- 13.79%
- 12.38%
- 1-Month
- 2.99%
- 5.09%
- 3-Month
- 13.79%
- 10.28%
- 1-Year
- 42.53%
- 41.70%
- 3-Year
- 12.50%
- 22.56%
- 5-Year
- 17.94%
- 21.98%
- 10-Year
- 14.39%
- 15.99%
- Last Bull Market
- 39.03%
- 25.99%
- Last Bear Market
- -16.55%
- -17.29%
Annual Total Return (%) History
Year
ELFNX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 13.79% | -- | -- | -- |
| 2023 | 7.37% | 12.40% | -2.14% | 13.86% |
| 2022 | -5.33% | -16.55% | -5.06% | 6.83% |
| 2021 | 7.03% | 8.10% | -0.53% | 7.99% |
| 2020 | -16.96% | 22.90% | 8.40% | 13.04% |
| 2019 | 13.22% | 6.36% | -0.31% | 12.93% |
| 2018 | 1.11% | 3.00% | 7.54% | -13.74% |
| 2017 | 9.34% | 3.78% | 5.43% | 5.00% |
| 2016 | -2.22% | 1.42% | 7.00% | -0.04% |
| 2015 | 1.60% | 0.66% | -8.54% | 8.73% |
| 2014 | -0.21% | 4.66% | 3.21% | 4.95% |
| 2013 | 9.90% | 2.87% | 8.87% | 9.67% |
| 2012 | 15.86% | -2.89% | 8.99% | -1.11% |
| 2011 | 6.19% | 1.52% | -15.40% | 11.10% |
| 2010 | 5.61% | -13.08% | 11.83% | 10.16% |
| 2009 | -4.04% | 17.68% | 13.12% | 4.59% |
| 2008 | -7.94% | -0.38% | -4.52% | -25.24% |
| 2007 | -1.26% | 7.21% | 2.11% | -2.81% |
| 2006 | 3.55% | -2.57% | 5.51% | 6.26% |
| 2005 | -4.34% | 1.74% | 1.29% | 2.25% |
| 2004 | 0.71% | 0.83% | -3.19% | 9.80% |
| 2003 | -2.82% | 14.22% | 1.67% | 8.95% |
| 2002 | 1.36% | -14.03% | -14.64% | 7.68% |
| 2001 | -8.75% | 3.62% | -11.75% | 12.67% |
| 2000 | 3.22% | 0.39% | 1.96% | 0.22% |
| 1999 | 6.49% | 7.19% | -8.08% | 14.12% |
| 1998 | 10.57% | 2.88% | -8.93% | 18.67% |
| 1997 | 0.24% | 17.03% | 7.67% | 3.61% |
| 1996 | 6.04% | 4.71% | 3.07% | 7.95% |
| 1995 | 10.06% | 9.32% | 8.20% | 6.92% |
| 1994 | -4.65% | 1.15% | 4.67% | -0.71% |
| 1993 | 2.00% | -0.58% | 4.30% | 3.03% |
| 1992 | -2.97% | 2.43% | 3.96% | 5.91% |
| 1991 | 14.80% | -3.05% | 6.43% | 8.20% |
| 1990 | -4.78% | 9.31% | -15.04% | 8.86% |
| 1989 | 8.93% | 10.82% | 10.91% | 1.44% |
| 1988 | 5.62% | 4.71% | 3.48% | 3.47% |
| 1987 | 19.03% | 2.74% | 6.56% | -20.67% |
| 1986 | 14.10% | 4.44% | -8.38% | 4.71% |
| 1985 | 10.67% | 7.89% | -3.34% | 17.24% |
| 1984 | -4.96% | -0.53% | 8.96% | 3.05% |
Rank in Category (By Total Return)
| YTD | 28 |
| 1-Month | 18 |
| 3-Month | 28 |
| 1-Year | 23 |
| 3-Year | 9 |
| 5-Year | 14 |
Load Adjusted Returns
| 1-Year | 42.53% |
| 3-Year | 12.50% |
| 5-Year | 17.94% |
| 10-Year | 14.39% |
Performance & Risk
| YTD Return | 9.57% |
| 5y Average Return | 15.95% |
| Rank in Category (ytd) | 28 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | State Street Global Advisors |
| Net Assets | 4.06B |
| YTD Return | 13.79% |
| Yield | 0.93% |
| Morningstar Rating | |
| Inception Date | May 27, 1935 |
Fund Summary
The fund seeks to achieve its investment objectives by investing in equity securities of U.S. companies. The adviser considers a company to be a U.S. company if it generates at least 50% of its revenues or profits from business activities in the U.S., has at least 50% of its assets situated in the U.S. or has the principal trading market for its securities in the U.S.
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