ELFTX Mutual Fund

ELFTX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
-4.34%
3 Months
-6.16%
6 Months
-3.94%
YTD
-4.17%
1 Year
-2.83%
3 Years (annualized)
+2.28%
5 Years (annualized)
-0.25%
10 Years (annualized)
+1.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELFTX 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
Bloomberg US Municipal Index(BBGUSMI)
This Mutual Fund (YTD)
-4.17%
Peer Avg (YTD)
-3.84%
vs Peers
-0.33%

ELFTX Mutual Fund Performance

ELFTX performance across multiple time periods: 1-month -4.34%, YTD -4.17%, 1-year -2.83%, 3-year 2.28%, 5-year -0.25%, 10-year 1.29%.

ELFTX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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