Elfun Trusts (ELFNX)

65.47 +2.23 (+3.53%) USD  |  Jun 24 2022

ELFNX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 24, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Elfun Trusts
21.27%
34.98%
13.13%
1.70%
6.08%
25.61%
-3.39%
35.57%
25.07%
24.28%
-17.89%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.31%
Eaton Vance Tx-Mgd Growth 1.0
15.41%
32.33%
12.72%
2.47%
9.00%
22.73%
-5.04%
29.83%
23.49%
25.04%
-19.47%
Fidelity® Contrafund®
16.26%
34.15%
9.56%
6.46%
3.36%
32.21%
-2.13%
29.98%
32.58%
24.36%
-25.44%
Fidelity® Disciplined Equity
15.85%
36.64%
12.05%
0.12%
6.24%
21.54%
-10.06%
31.95%
29.80%
27.65%
-25.02%
Fidelity® Growth Company
18.52%
37.61%
14.44%
7.83%
6.01%
36.76%
-4.53%
38.42%
67.51%
22.67%
-29.23%
As of June 24, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Elfun Trusts
-0.17%
-13.66%
-17.49%
-11.39%
13.10%
12.98%
14.26%
9.98%
9.46%
11.71%
S&P 500 Total Return
-0.60%
-13.11%
-16.59%
-6.98%
11.77%
11.90%
13.56%
8.78%
9.24%
9.93%
Eaton Vance Tx-Mgd Growth 1.0
0.60%
-14.26%
-19.04%
-11.65%
11.13%
11.41%
12.94%
8.44%
8.60%
9.28%
Fidelity® Contrafund®
-0.43%
-17.60%
-25.24%
-18.19%
9.70%
11.76%
13.48%
9.79%
10.73%
11.94%
Fidelity® Disciplined Equity
0.25%
-15.60%
-24.47%
-15.33%
10.99%
10.36%
12.34%
6.62%
7.89%
10.14%
Fidelity® Growth Company
3.70%
-20.56%
-29.73%
-24.27%
18.13%
16.57%
17.52%
13.01%
13.16%
13.81%
As of June 24, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022